Run filings report (ChCV)

Part of

Organisation Administration (ChCV)

This Quick Reference Guide shows how to: Run filings report.

 

1. From CMS Portal Home page, click: Organisation Administration. Organisation Administration screen displays.

2. Click: Filings Report. Filings Report screen displays.

3. Click: Search. Search fields display.

4. Complete required panels and fields.

 

Panel:  Filings Report

• My Reference: Type case reference assigned to case.
• Case/Record Number: Type Case/Record number assigned to case.
• Submitted by (Email): Type email address of person who submitted case.
• Filing Status: Select relevant option.
• Filing Date From: Type date.
• Filing Date To: Type date.

 

5. Click: Search. Search results display.

 

Note: Filings report results can be sorted by column headings.

 

6. Click: Download. Results download as Excel spreadsheet.

 

Note:

• Save files as per internal processes and naming conventions.
• No more than 1000 records can be downloaded at one time.