Start a conversation

Reports

  • Issuing a Certificate of Occupancy (C of O)

    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 t...

  • Create a Pivot Table in Excel

    See the attached document for instructions to create a Pivot Table in Excel....

  • Exporting a Report Into Excel

    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....

  • CET Report - Problem Solving Issues

    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 perm...

  • Running the Application About to Expire Letter Owner Report

    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 ...

  • Set Receipt Comes Up With the Incorrect Email

    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 ...

  • Permit Will Not Issue

    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 ...

  • Generating Reports on Records

    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 st...

  • Check Number Not Appearing on Receipt

    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....

  • Basic Service Agency Shows PDF With Blank Box

    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....