This page explains the how to approve reporting requests.
There are two options to approve reporting requests as explained below:
To send an approval for reporting 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 Authorized to Report.
To approve or reject a reporting request 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 Approve / Reject Final Reporting. Click Start.
Select the organization, click Approve or Reject, as appropriate.
A red bell icon at the top of a page indicates there are approval requests for reporting. Click the bell icon and then click Reporting Requests to see pending approvals.
From Setup > Work Requests, click the Work Type filter select Final Reporting. All reporting requests will be listed.
To view by reporting status, from the Status filter select a transfer status: Waiting for Approval, Rejected or Approved, all related requests will be listed.
To learn more about organizations, see Manage Organizations.
For reporting requests, see 3.1 NEW Request Authorization for Reporting.