Transmit Bulk Reports by Form

Use the following procedure to transmit Bulk Reports by Form:

  1. Click Reports > Bulk Reporting.
    Bulk Reporting screen
  2. When the system opens the Bulk Reporting dialog box, enter the appropriate data in the fields.
  3. In the Report Form list, select E2B.
  4. Under Printing Options, select Transmit.
  5. Select the Mark as Submitted check box if it is required to mark the report as "submitted" after the transmission is successful.
  6. Click OK after all the required items in the dialog have been entered. Use the table at the end of this topic to understand the function of each item in the dialog.
  7. When the system opens the Transmission Comments dialog box, enter the notes for transmission.
  8. Click OK to transmit the report(s).

    OR

    Click Cancel to close the dialog box without transmitting the report.

  9. If the Marked as Submitted check box was selected in step 5, the system opens the Report Submission Information dialog box.
    Enter the submission notes in the Notes field and click OK.

Note:

If the Marked as Submitted check box was not selected, the Report Submission Information dialog does not appear automatically. In this case, once the report has been successfully transmitted, it can be marked as "submitted" from the Worklist as follows:
  1. Go to Worklist > Bulk Transmit and verify that the View All radio button is selected.
  2. Scroll in the list to locate the required report. If the report status is "Success", click the report icon and select Mark Report as Submitted.
  3. In the Report Submission Information dialog box, enter the submission notes and click OK.