Overview

All year end reports can be download at one time using the Download Reports button in the Rollover Complete section. It is also possible to download individual reports by selecting the green download icons.

Steps

  1. On the Year-End Rollover page, click Download Reports. An email notification displays that says "Receive an email notification with a secure link once the reports are ready to use".

  2. Enter a valid email address.
  3. Optionally, type a message to include in the email body.
  4. Click Submit. The button becomes active once a valid email is entered.

Outcome

The user will receive an email with notes (if entered), a secure download link, and the link expiration date. When the user logs in with valid credentials, the reports download automatically.

Troubleshooting

  • No email received - Check your spam or junk folder, and confirm a valid email was entered.  
  • Cannot access the download page - Verify your role permissions.

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