This guide helps you create and save a TANF report safely and clearly.
Step 1: Open the Reports Console
- Go to Administer → System → Reports Console.
Step 2: Search for the Report
- In Search, type Listing.
- Choose the correct Organization Listing.
- Click Select.
- Then click Select by Organization.
Step 3: Set Report Details
- Type External
- VDSS – Department of Social Services – External Entities
- Check Include Sub-Organizations.
- Set User Activity to Active.
- Choose Layout: SDAS – TANF (shared).
Step 4: Run and Save the Report
- Click Run Report.
- Export the report to Excel.
- Save the file in SharePoint:
- TM-DSS-LTD Systems Data and Support → SDAS Team Workspace → TANF Report.