View the Control Report for a paperless mandate instruction process
1.
Access the status page for the paperless mandate instruction process for which you want to view the Control Report. For information about how to access the status page, refer to View a Paperless Mandate Instruction Process Status Page.
2.
Select which instance of the process to use to generate the report. You can generate a Control Report for the most recent instance of the process or for a previous instance.
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To generate a report for the most recent instance of a generate payments process, select the Recent status tab on the status page.
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To generate a report for a previous instance of a process, select the History tab on the status page. In the grid, click the double arrows beside the status record to use to create the Control Report.
Note: On the History tab, you can filter the status records that appear in the grid by the process status. If you filter the records in the grid, it can reduce the amount of time it takes to find a process instance. For example, if you search for an instance that completed its operation, you can select to view only status records with a Status of "Completed." To filter the records that appear in the grid, click Filters in the action bar. The Status field and Apply button appear so you can select the status of the instances to appear in the grid.
3.
If the selected instance contains records for which the program generated instruction records, the Control report button is enabled. On the action bar, click Control report. The program generates and displays the Paperless Mandate Instruction Process Control Report.