Open Cases Excluded

Produce a BI Portal Report of Open Cases Excluded from FOP

Overview

The following procedure will generate a BI Portal report of open cases excluded from the Federal Tax Offset Program (FOP).

Instructions

  1. Click on the Clear icon (eraser) in the tool bar to remove previous selections.
  2. Under Report Criteria Options, click Select Report Level to expand the options and select County.
  3. Select a county from the Select County drop-down list.
  4. In the Select Office drop-down list, select an office within the selected county (optional).
  5. Under Report Criteria Options, click Case Details Options to expand the options list.
  6. Under the section labeled Case Status, select the check box next to Open.
  7. Under Report Criteria Options, click Enforcement Options to expand the options list.
  8. Under the section labeled Federal Offset Program Exclusions, select the check box next to Federal Tax.
  9. Click the Refresh icon in the tool bar to execute the report.
  10. Click on the county map to see the list of cases that are excluded from the Federal Tax Offset Program.
  11. The report can be exported to Microsoft Excel® by clicking on the Export icon in the tool bar of the Supporting Details pop-up.