Search Reports
In this guide, we will show you how to search for requests and export a report as an Administrator.
Let's get started!
Table of Contents
Navigating to Search Reports
Step 1: Under Login Information, click on Search Reports.
Step 2: From there, you will see multiple fields that you can search by to find a request. Once you input information, click on the Search button to generate the report.
As an ASFR Administrator, you will have master access, where there are no restrictions in the search criteria.
From there, you will see the request(s) that you searched for.
Exporting Data
You will have the option to either:
- Edit - Can go into the specific request to make edits
- Excel - Export the individual request in Excel
- QV - Quick view to show chartfield rows of that request
- Copy - Copy the request to create a new request ID with the same request and transfer information.
You may also export a full report based on your search criteria by clicking on PDF or Download Excel.
That's it!
For additional ETR Administrator guides, please use any of the following links below:
If you have any questions or concerns, please contact Accounting Services and Financial Reporting at [email protected].