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This page explains two ways to request authorization to report.Option - Request Through Organizations
To request authorization using Manage ATR (authorization to report), follow these steps:
From Setup > Organizations, search to find your organization or click the down arrow next to the Search button and select Show all results. Select the organization.
Click the Select Tasks drop-down and select Manage ATR Status. Click Start.
Select the organization and click Request Authorization.
Option - Request Through Work Requests
To request approval using Work Requests, follow these steps:
From Setup > Work Requests, click the Work Type filter and select Final Reporting. Select your organization.
Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.
Select the organization and click Send Request.
Related Information
- To understand more about organizations, see Manage Organizations.
- To learn how to request authorization to report, see 3.1 NEW Request Authorization for Reporting.