Run Filings Report
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This Quick Reference Guide shows how to run a Filings Report in CMS Portal.
1. From Home page, select: Organisation Administration
Organisation Administration screen displays.
2. Select: Filings Report
Filings Report screen displays.
3. Click: Search
Search fields display.
4. Complete required panels and fields.
Filing Report
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My Reference: Type case reference assigned to case.
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Case/Record Number: Type case or record number assigned to case.
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Filed by (Email): Type email address of person who submitted case.
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Filing Status: Select relevant option.
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Filing Date From: Type date.
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Filing Date To: Type date.
5. Click: Search
Search results displays.
Note: Filings report results can be sorted by column headings.
6. Click: Download
Results download as Excel spreadsheet.
Note:
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Save files as per internal processes and naming conventions.
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No more than 1000 records can be downloaded at one time.
This page was last updated: Wednesday 18 February 2026 - 9:45pm
