Generating a Candidate or Committee Report

 

• Click the reports tab. If the Reports tab isn't visible in the menu bar, perform the steps for Viewing a Candidate or Committee.

 

The Organization Reports page is displayed.

 

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. Select contributions from the i want to view drop-down list box.

 

Report criteria for the specified report is displayed.

 

2. In the Report Criteria section, perform the following to specify the report parameters: You don't have to complete all the fields.

 

• 1. Perform one of the following:

 

If...	Then...
You want to use a specific election cycle...	Select an election from the election cycle drop-down list box.
You don't want to use a specific election cycle...	Select none from the election cycle drop-down list box.

 

1. 2. Enter the date range for which to generate the report in the date from and thru fields. These fields are pre-populated if you specified an election cycle.

 

1. 3. Select the type of contribution for which to generate the report from the contribution type drop-down list box.

 

1. 4. Type the last name of the Contributor, Candidate, or Committee for which to generate the report in the contributor last name or organization name field. The system includes in the search results all names that start with the characters you specify. For example, if you type smith in the last name field, the search results will include both Smith and Smithers.
      
      In addition, you can use the "%" character anywhere in your search criteria to expand your search results. For example, if you type "%smith" in the last name field, the search results will include all last names that contain Smith, such as Smithson or Vansmith.  If you type "s%mith" in the last name field, the search results will include all last names that start with "s" and include "mith", such as Sutmith.
      
      This field is not case sensitive.

 

1. 5. Type the Payee's address for which to generate the report in the city, state, and zip fields.

 

1. 6. Type the minimum contribution amount to include in the report in the minimum amount field.

 

1. 7. Type the maximum contribution amount to include in the report in the maximum amount field.

 

1. 8. Perform one of the following:

 

To...	Then...
Include all filing statuses...	Select the all radio button.
Include only reports that have been filed...	Select the filed radio button.
Include only reports that have not been filed but have pending contributions...	Select the un-filed radio button.

 

1. 9. Perform one of the following:

 

To...	Then...
Display the report in summary format, which includes a subset of all information...	Select the summary radio button.
Display the report in detail format, which includes all contribution information...	Select the detail radio button.

 

1. 10. Select how you want the report to be totaled from the sum report by drop-down list box.

 

3. In the Sort Instructions section, perform the following to specify the sort order:

 

1. 1. If desired, select an order by which to sort the report from the option 1 drop-down list box. You can specify additional groupings for the report by selecting up to two sort options. For example, if you want to group the report by Contribution Type and then sort by Contributor Name within each Contribution Type group, select contribution type from the sum report by drop-down list box and select contributor name from the option 1 drop-down list box.
      
      If you selected none from the option 1 drop-down list box, the report is sorted by the value in the sum report by drop-down list box only.

 

1. 2. If desired, select another order by which to sort the report from the option 2 drop-down list box. If you selected a sort order from the option 1 drop-down list box, you can specify an additional sort option. For example, if you want to group the report by Contribution Type and then sort by Contributor Name within each Contribution Type group, and then sort by Receipt Month within each Contributor Name group, select contribution type from the sum report by drop-down list box, contributor name from the option 1 drop-down list box, and receipt month from the option 2 drop-down list box.
      
      If you selected none from the option 1 drop-down list box, you cannot select a value from the option 2 drop-down list box.

 

1. 3. If desired, select another order by which to sort the report from the option 3 drop-down list box. If you selected a sort order from the option 2 drop-down list box, you can specify an additional sort option. For example, if you want to group the report by Contribution Type, and then sort by Contributor Name within each Contribution Type group, and then sort by Receipt Month within each Contributor Name group, and then sort by Deposit Month within each Receipt Month group, select contribution type from the sum report by drop-down list box, contributor name from the option 1 drop-down list box, receipt month from the option 2 drop-down list box, and deposit month from the option 3 drop-down list box.
      
      If you selected none from the option 2 drop-down list box, you cannot select a value from the option 3 drop-down list box.

 

1. 4. Perform one of the following:

 

To...	Then...
Sort the report in order from the lowest to highest (e.g., a to z, 1 to 10)...	Select the ascending radio button.
Sort the report in order from highest to lowest (e.g., z to a, 10 to 1)...	Select the descending radio button.

 

4. Click the view/print report button.

 

The Transaction Report page is displayed.

 

5. Perform the steps for Viewing a Transaction Report.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. Select expenditures from the i want to view drop-down list box.

 

Report criteria for the specified report is displayed.

 

2. In the Report Criteria section, perform the following to specify the report parameters: You don't have to complete all the fields.

 

1. 1. Perform one of the following:

 

If...	Then...
You want to use a specific election cycle...	Select an election from the election cycle drop-down list box.
You don't want to use a specific election cycle...	Select none from the election cycle drop-down list box.

 

• 2. Enter the date range for which to generate the report in the date from and thru fields. These fields are pre-populated if you specified an election cycle.

 

• 3. Select the type of disbursement for which to generate the report from the disbursement type drop-down list box.

 

• 4. Type the last name of the Payee, Candidate, or Committee for which to generate the report in the payee last name or organization name field. The system includes in the search results all names that start with the characters you specify. For example, if you type smith in the last name field, the search results will include both Smith and Smithers.
     
     In addition, you can use the "%" character anywhere in your search criteria to expand your search results. For example, if you type "%smith" in the last name field, the search results will include all last names that contain Smith, such as Smithson or Vansmith.  If you type "s%mith" in the last name field, the search results will include all last names that start with "s" and include "mith", such as Sutmith.
     
     This field is not case sensitive.

 

• 5. Type the Payee's address for which to generate the report in the city, state, and zip fields.

 

• 6. Type the minimum expenditure amount to include in the report in the minimum amount field.

 

• 7. Type the maximum expenditure amount to include in the report in the maximum amount field.

 

• 8. Perform one of the following:

 

To...	Then...
Include all filing statuses...	Select the all radio button.
Include only reports that have been filed...	Select the filed radio button.
Include only reports that have not been filed but have pending expenditures...	Select the un-filed radio button.

 

• 9. Perform one of the following:

 

To...	Then...
Display the report in summary format, which includes a subset of all information...	Select the summary radio button.
Display the report in detail format, which includes all contribution information...	Select the detail radio button.

 

• 10. Select how you want the report to be totaled from the sum report by drop-down list box.

 

3. In the Sort Instructions section, perform the following to specify the sort order:

 

• 1. If desired, select an order by which to sort the report from the option 1 drop-down list box. You can specify additional groupings for the report by selecting up to two sort options. For example, if you want to group the report by Disbursement Type and then sort by Payee Name within each Disbursement Type group, select disbursement type from the sum report by drop-down list box and select payee name from the option 1 drop-down list box.
     
     If you selected none from the option 1 drop-down list box, the report is sorted by the value in the sum report by drop-down list box only.

 

• 2. If desired, select another order by which to sort the report from the option 2 drop-down list box. If you selected a sort order from the option 1 drop-down list box, you can specify an additional sort option. For example, if you want to group the report by Disbursement Type and then sort by Payee Name within each Disbursement Type group, and then sort by Expenditure Month within each Payee Name group, select disbursement type from the sum report by drop-down list box, payee name from the option 1 drop-down list box, and Expenditure month from the option 2 drop-down list box.
     
     If you selected none from the option 1 drop-down list box, you cannot select a value from the option 2 drop-down list box.

 

• 3. If desired, select another order by which to sort the report from the option 3 drop-down list box. If you selected a sort order from the option 2 drop-down list box, you can specify an additional sort option. For example, if you want to group the report by Disbursement Type, and then sort by Payee Name within each Disbursement Type group, and then sort by Expenditure Month within each Payee Name group, and then sort by Payment Month within each Expenditure Month group, select disbursement type from the sum report by drop-down list box, payee name from the option 1 drop-down list box, expenditure month from the option 2 drop-down list box, and payment month from the option 3 drop-down list box.
     
     If you selected none from the option 2 drop-down list box, you cannot select a value from the option 3 drop-down list box.

 

• 4. Perform one of the following:

 

To...	Then...
Sort the report in order from the lowest to highest (e.g., a to z, 1 to 10)...	Select the ascending radio button.
Sort the report in order from highest to lowest (e.g., z to a, 10 to 1)...	Select the descending radio button.

 

4. Click the view/print report button.

 

The Transaction Report page is displayed.

 

5. Perform the steps for Viewing a Transaction Report.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. Select loan status from the i want to view drop-down list box.

 

Report criteria for the specified report is displayed.

 

2. In the Report Criteria section, perform the following to specify the report parameters: You don't have to complete all the fields.

 

• 1. Perform one of the following:

 

If...	Then...
You want to use a specific election cycle...	Select an election from the election cycle drop-down list box.
You don't want to use a specific election cycle...	Select none from the election cycle drop-down list box.

 

1. 2. Enter the date range for which to generate the report in the date from and thru fields. These fields are pre-populated if you specified an election cycle.

 

1. 3. Type the loan number for which to generate the report in the loan number field.

 

1. 4. Type the name of the Loan Source for which to generate the report in the Lender last name or organization name field. The system includes in the search results all names that start with the characters you specify. For example, if you type smith in the last name field, the search results will include both Smith and Smithers.
      
      In addition, you can use the "%" character anywhere in your search criteria to expand your search results. For example, if you type "%smith" in the last name field, the search results will include all last names that contain Smith, such as Smithson or Vansmith.  If you type "s%mith" in the last name field, the search results will include all last names that start with "s" and include "mith", such as Sutmith.
      
      This field is not case sensitive.

 

1. 5. Type the Payee's address for which to generate the report in the city, state, and zip fields.

 

1. 6. Perform one of the following:

 

To...	Then...
Include all loan statuses...	Select the all radio button.
Include only loans that have been completely paid...	Select the paid radio button.
Include only loans that have outstanding balances...	Select the unpaid radio button.

 

The report type defaults to detail.

 

1. 7. Select how you want the report to be totaled from the sum report by drop-down list box.

 

3. In the Sort Instructions section, perform the following to specify the sort order:

 

1. 1. If desired, select an order by which to sort the report from the option 1 drop-down list box. You can specify additional groupings for the report by selecting up to two sort options. For example, if you want to group the report by Contributor Name and then sort by Receipt Month within each Contriburor Name group, select contributor name from the sum report by drop-down list box and select receipt month from the option 1 drop-down list box.
      
      If you selected none from the option 1 drop-down list box, the report is sorted by the value in the sum report by drop-down list box only.

 

1. 2. If desired, select another order by which to sort the report from the option 2 drop-down list box. If you selected a sort order from the option 1 drop-down list box, you can specify an additional sort option. For example, if you want to group the report by Contributor Name and then sort by Receipt Month within each Contributor Name group, and then sort by Deposit Month within each Receipt Month group, select contributor name from the sum report by drop-down list box, Receipt month from the option 1 drop-down list box, and deposit month from the option 2 drop-down list box.
      
      If you select none from the option 1 drop-down list box, you cannot select a value from the option 2 drop-selected list box.

 

1. 3. Perform one of the following:

 

To...	Then...
Sort the report in order from the lowest to highest (e.g., a to z, 1 to 10)...	Select the ascending radio button.
Sort the report in order from highest to lowest (e.g., z to a, 10 to 1)...	Select the descending radio button.

 

4. Click the view/print report button.

 

The Transaction Report page is displayed.

 

5. Perform the steps for Viewing a Transaction Report.