2.6 Reports

This article is for:

  • Passport Agency Staff Users

2.6.1

You can download and view reports for activities across your Agency.

 

Navigate to the “Reports” menu option.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

There are many reports templates already pre-designed and created in your account.

2.6.2

Please note: In the future updates of the EMT feature, there will be more customization opportunities to create reports tailored to the needs of your specific agency.

 

Full List of Current Report Options:

 

Report Name

Description

Daily Submission Report By Agency Staff

This report shows the daily submissions/invoices created by Agency Staff

Daily Expense Entry Report By Agency Staff

This report shows the expense created by Agency Staff

Deleted Expenses

This report shows the expenses that are deleted by the created by Agency Staff

Submission Report

This report shows the invoices submitted by date

Usage By Recipient

This report shows the budget amount for the recipient and the utilized amount

Expenses Report

This report shows the expenses added on the account for the recipient by date

Reconciliation Report

The reconciliation report shows the invoices created in the account by line items