Generate Fiscal reports

The Fiscal reports in TFACTS are available from the Administration > Reports tab.

Follow these steps to generate and view the Fiscal reports.  

1. From the Home screen, click Administration > Reports. The Report Search Criteria screen appears.

2. In the Report Category field, select Fiscal.

3. Click Search. The Fiscal reports appear in the search results.

4. Click the report link for the report you want to view or generate. The Report History screen for that report appears. If reports have been generated, the reports appear in the history list.

5. To view an existing report, click the report ID link for the report. The PDF version of the report appears in a new browser window. Close the browser window when you are done reviewing the report.

6. The generate a new report, click Generate Report. The parameter screen appears.

7. Complete the required fields on the screen.  

8. Complete other fields on the screen, as appropriate.

9. Click Generate Report. The File Download screen appears.

10. Click Save to save a copy to your PC. The File Download screen closes. Select the folder on your computer for the report.

11. After you view or save a local copy of the report, scroll to the end of the TFACTS report screen.

12. Click Save to save the report to the TFACTS system.