Jumpstart

Jumpstart

JumpStart reports provide a variety of information that allows examiners to get a "head start" before arriving onsite to perform financial examination of a company. Click here to see definitions of the available Jumpstart reports.

To open the Company Valuation Exception Report click on its link. For information on this report Click here

To View Jumpstart reports using the iSite+ Reports Page  

  1. Search for a company/companies by performing a Company/Firm Search. 

  2. Highlight which company you want reports generated from, that are found in the Company List box.

  3. Look for Jumpstart under financial Analysis/Examination in the Report Categories .

  4. Click on the report or reports you want to view.

To change Jumpstart Report Options:

  1. Click the Report Options link located at the top of the Activities Frame.

  2. The Options page lists all the reports available in the first column. Any sorting and/or other options are shown to the right of the report name. Locate the report to be generated and determine if the currently selected options are appropriate.

  3. Once the selections are made, click the Update Options button at the bottom of the page to keep the changes. (NOTE: Options need to be changed prior to submitting the report for batch processing.) It is important to remember that option changes are specific to the computer they were made on. They are not specific to your Oracle User ID.

To View, Download, or Print Multiple Reports

 Follow steps 1, 2, and 3, from the list above then:

  1. Click on the check boxes next to the reports you want to view.

  2. Click the Saved Selected Reports button.

  3. Click the View, Download, or Print button in the Reports Frame. 

To View, Download, or Print Multiple Reports from Multiple Report Categories:

Select and save one or more Reports from your preferred category/categories, before clicking the View, Download, or Print button in the Reports Frame.

To Return to the Company/Firm Search Page: 

  • Click the Company Search button in the Banner frame.

 To Save Selected Preferences within the iSite+ Reports Page: 

  1. Select the reports you would like to save.

  2. Scroll to the bottom of the screen

  3. Click the Current Report List button

  4. Click the Save Current Selected Reports

  5. When the prompt window appears, enter the name you would like to give this saved reports file.

  6. Click the OK button in the prompt window.