Add New or Modify a Report

The Reports tab is used for four purposes:

  1. Creating a report/campaign statement;
  2. Creating an amendment to a report or campaign statement;
  3. Closing a report/campaign statement so it can be uploaded to the Bureau of Elections and
  4. Activating the Summary Page & Data Entry tab so transactions can be entered. (A report/campaign statement must be selected from the Reports tab for the Summary Page & Data Entry tab to populate; otherwise the tab will not appear.)

Each report/campaign statement covers a specific period of time. This represents the coverage dates of the report/campaign statement and is entered into the Reports Information screen. Other report/campaign statement specific information is entered in the Reports Information screen such as the type of report/campaign statement to be filed.

Note: Committees must select the correct election cycle for the software to calculate cumulative totals properly.

  1. Under the View menu select the Reports tab.
  2. Select the Add New item icon on the toolbar or Right click within the tab and select New to activate the report information screen.
  3. Complete all applicable information according to the committee type as shown in the selection of tabs below:

Candidate Committee

Ballot Question Committee

Independent & Political (PAC) Committee

Political Party Reports Window

Functions

  • Select Ok to save the entry and close the window.
  • Select Cancel to close the window without saving the entry.

Additional Features

  • To Modify select an existing report and right click to select modify.
  • To Delete select an existing report and right click to select delete. Please note closed reports cannot be deleted.




Page last modified on September 17, 2009, at 11:09 AM