Clickhereforinstructiononhowtopullreports.ppt

Questions? I MEF DTS helpdesk LDTAs IMEFDTShelpdesk@ Comm: 760-725-4560 DSN: 365-4560 * DTS Reports I MEF DTS Help Desk Camp Pendleton, CA Topics How to pull Reports Report clearing: Approved Status, Routing Status, Unsubmitted Voucher reports Common issues Updating the People reports Questions ODTAs will have visibility of the report scheduler from the main menu options once logged in. To pull any report you will need to access the report scheduler home. You will only be permitted to pull reports for the organizations that you have Org access to any of their subordinate commands. These are all the available reports that the ODTA will be able to pull once the report scheduler has been accessed. These reports will help the ODTA manage the status of documents. In addition the reports provide tools to identify errors associated with any of the vouchers. These three main reports must be pulled monthly: 1. Approved Status 2. Routing Status 3. Unsubmitted Voucher Approved Status Report 1 2 Once a report has been requested you will be directed to this screen to let you know when the report will be available. Also, DTS will send you an email to inform you of this action and when the report is available to you. Your completed report can be found in the Report scheduler home. To request a report you will need to open the report scheduler. Once you have requested a report you may need to update the status if it is pending. To update the status you will need to select update report once requested. 1 3 2 6 5 4 These fields must be completed to narrow the information generated on the report. Don’t forget to include the organization and dates. Once pulled use the report to clear all rejects for your organization. Go into the record and determine what the error is and correct it accordingly. This is how your Report scheduler will look after you have requested reports for your organization. Open/download the report by selecting download once it has compl