Run Report

  1. At Home Base, click Reports.
  2. On the Report Selection tab, select the Report Type (Management, Accounting, Activity, Claims, Forms, or General Ledger). If these report types are not currently displayed (e.g. if the TAM Reports screen is showing searches, Month-End reports, user-defined reports, or queued reports), click the Reports button on the left side of the screen to refresh them.
  3. Select the report you wish to run from the Report Choices menu.
  4. In the Output Destination frame, select the appropriate Output Destination option.
  5. Proceed to the Criteria tab and define criteria for your report.
  6. On the left side of the TAM Reports screen, click Run.

Your next steps differ based on the Output Destination you selected. The system provides prompts that guide you through the completion of the report.