This page describes two ways to request authorization to report.

Option - Manage via Authorization to Report Requests

To request using Manage ATR (authorization to report), follow these steps:

  1. 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.

  2. Click the Select Tasks drop-down and select Manage ATR Status. Click Start.

  3. Select the organization and click Request Authorization.

Option - Manage via Work Requests

To send an approval request using Work Requests or to edit an existing request, follow these steps:

  1. From Setup > Work Requests, click the Work Type filter and select Final Reporting. Select your organization. 

  2. Click the Select Tasks drop-down and select Request / Edit Final Reporting. Click Start.

  3. Select the organization and click Send Request.

    Related Information

    To learn more about organizations, see Manage Organizations.

    For approving reporting requests, see 3.1 NEW Request Authorization for Reporting.