Knowledgebase : Reports
To pull a report of current fee schedules: * In the Launchpad, select BUILDING REPORTS * Select SPECIAL USE REPORTS * Open the ACTIVE AGENCY FEES report * Select OPEN The report will export to an Excel spreadsheet for updates. 
An error can occur where an application in a basic service agency comes through in a way that makes the PDF of the Temporary Authorization to Begin Work appear blank with a blank square in the middle. If you go into the record to the contacts tab, you wil...
CASE 1: INCORRECT SCHOOL DISTRICT ASSIGNED * A permit was assigned the incorrect school district during the second quarter reporting period. * This caused incorrect CET fees to be associated with the permit. * The mistake was not discovered until a...
This is a known issue that we are working on correcting. A workaround is to input the check number in the comments field. That way it will appear on the receipt.
See the attached document for instructions to create a Pivot Table in Excel.
VISIBLE PARAMETERS: * Start_date * End_date * Audit_mode select either ‘Yes’ or ‘No’ HIDDEN PARAMETERS: * DEQ surcharge fee amount (default is $100) * Agency id FILTERS: * Only Onsite records can appear in the report. * No Point of Sale...
Please see the attached pdf for instructions to export an Accela report into Excel. Training documents for creating Pivot Tables, Charts, and Tables are under construction.
Exposed Deposit Slip report parameters - Start_time and End_time On Monday, February 24th, the Start_time (default 00:00:00) and End_time (default 23:59:59) parameters will now be shown when the Deposit Slip report is run. This change will allow the user...
Because a converted record was not created in Accela, certain key data elements may be missing, yet certain reports are looking for this Accela-specific data. As a result, there are some additional steps you need to take on converted records to successful...
If you run the Inspection Summary Report after you submit the inspection result, the date will appear on the report in addition to the signatures. However, the report will not automatically attach to the permit in the back office like it does when you sub...
Once all inspections have been completed and fees paid on a Structural permit, a Certificate of Occupancy can be issued. This process begins in Workflow and can be found after the Inspection Process task. Once you click into the Certificate of Occupancy t...
Permissions can be granted to view, add, delete, or download documents to and from a permit in ACA. These permissions can be granted to the following groups: * All ACA users (does not require sign-in) * Registered ACA users * Applicants * Contact...
First, run the Unapplied Transactions Report in Financial Reports v3 in the Reports Page. This will allow you to view permits that have unapplied fees. If they are unapplied due to an error, they can be corrected. If they are unapplied due to the fact tha...
If a permit will not issue, a pop-up with an error message will appear. This pop-up will have an explanation of why the permit did not issue. As the error message can be difficult to decipher, please use the following common errors that prevent a permit...
We have received requests from several counties asking for assistance in completing the PSU survey (see attached spreadsheet). In the next week or so, three reports will be installed to assist you in responding to the first four questions in part A of the...
The Public Works Permit is dynamically built from various pieces of data in the Public Works (PW) Tracking record type. For this reason, it is important to understand the data requirements for the permit to be successfully generated. In the intake form o...
Please see the attached spreadsheet for an index with details on all standard reports. 
In order to successfully generate the Application About to Expire Letter Owner report, use single quotation marks around the permit number in the Record ID field. For example, '555-15-12345-ELEC' The use of double quotation marks, or no quotation marks a...
Attached you will find notes for several Financial Reports to use as a guide while using the reports.
Please see attachments for sample reports with information on how to run them, as well as what they include.
There is currently a bug in Accela that causes the contact information of the most recent permit in the records portlet to appear when you go to email a set receipt, even though it is not part of the Set. We have a ticket in to Accela to fix this. A wor...
As of June 2019 we have two ways to initiate a Temp C of O for all OSM agencies. PROCESS ONE The process for the creation of a Temp C of O begins on the Structural permit. After you select the permit that you need the Temp C of O for, go into the Inspec...