Filing a Report in the Property Cabinet

If you are using the Document Management product center at this property, you can file any completed report in the Property filing cabinet.

To file a report:

1. From the Reports, SDE, or Tasks tab, locate the report you want to file.
2. Click the More link, and then select the View completed option.
3. If there is more than one version of the report available, locate the specific version you want to file. Change the dates and click Find to display more reports. You can click the column headings to sort the list by different values.
   • Review the date and format of the report as shown on the list.
   • Use the View link to open the report file.
   • To view the parameters used to run the report, click More and then Parameters.
4. When you have located the version of the report that you want to file, click More and then File document.
5. The Attach documents box opens, with information about the report already filled in. The Document, Attach to point, and File are already identified and cannot be changed. The report will be attached to its standard reporting category. The File name is the report name and the date on which the report was run.

   If this is the final version of the report that you are filing, click the Finalize check box.

6. Enter any comments or explanation in the Notes text box.
7. Click Save to file the document and return to the Completed reports list.