About Reports in ISP

The Reports tab covers both Compliance and Financial reports.

• How Do I Create a Scheduled Report?
  • What Are the to and From Date Options for Scheduled Reports?
• About Compliance Tools
• About Financial Reports
  • What Are the Financial Reports in ISP?
  • What Is the Financial Transaction Report?
    • How Do I Find Transactions Linked to a Specific Event?
    • Financial Report Recipe: Donors by Quarter Using Conduit Date
    • Financial Report Recipe: Exclude Refunds
  • How and When Do I Use Bulk Update?
  • How Do I Use the Columns to Gather Contact Info for the Financial Report Export?
• About Compliance Reports
  • Utah Campaign, Party, & PAC Filing FAQ and Resources
  • Michigan Campaign, Party, & PAC Filing FAQ and Resources
    • How Do I File My Michigan Report?
    • Michigan Filing Best Practices
    • When Are The Michigan Filing Deadlines?
  • Iowa Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Iowa Filing Deadlines?
    • About the IA Form DR2 Report
  • What Are Compliance Reports?
  • FEC Campaign, Party, & PAC Filing FAQ and Resources
    • How Do I Pull a Transaction to a Specific Line on the FEC Form 3X?
      • Reporting an Accrued Expense With A Support/Oppose Memo
      • How Do I Enter Inkind Contributions for Independent Expenditures?
      • How Do Allocations Appear on the FEC Form 3X Report?
      • How Do I Get the Multi-Candidate Box Checked?
      • Prohibited Inkind Contributions for Allocable Activities
      • What Is the 0% Federal Allocation Used For?
    • About the FEC Form 1 Report
    • About FEC Conduit (Earmark) Memos
    • How Do I Generate and E-file With the FEC?
      • Locked Transactions and Closed Periods
    • Different Options for FEC Form 3X Filing Frequency
    • What Are Carey Committees and Carey Accounts?
    • What Federal Committee Types Are Available in ISP?
    • Why Can’t I See the FEC Form 3?
    • What Is the Difference Between FEC Candidate IDs and Committee IDs?
    • About the FEC Form 6 Report
    • About the FEC Form 5 Report
    • FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
    • Best Practices for Filing FEC Amendments
    • About the FEC Form 3 Report
      • About Post-election or Year-End With Column C Reports
      • How Do I Pull a Transaction to a Specific Line on the FEC Form 3?
      • How Do I Report a Transfer Received From a Joint Fundraising Committee (JFC)?
        • How Do I Report a Transfer From a Joint Fundraising Committee (JFC) to Joint Fundraising Participants?
      • Form 3 Errors and Warnings
      • How Do I Add a Form 3Z to the FEC Form 3 Report?
      • What Are Nominee Fund Transfers?
    • What Are Estimated Expenses for Form 5 and 24/48 Hour IE Reports?
    • About the FEC Form 24-IE Report
    • How Do I Report Transactions From the Candidate?
    • How Do I Report Auction Items and Proceeds From Sales on FEC Reports?
    • About Report Post-generation
      • About FEC Itemization
      • What Are FEC System Errors and How Do I Fix Them?
      • About FEC Backdoor Passwords
      • Why Are My Inkinds Itemizing on Schedule B?
      • Wrong FEC Password Error Troubleshooting
      • How Do I Correct Disallowed Reporting Description Warnings Or Provide Accurate Compliance Notes on Reports?
      • Why Are My Accrued Expenses Not Itemizing on Schedule D?
      • Why Are My FEC Reports Aggregating Differently in ISP?
      • My FEC Report Failed While Processing. Now What?
    • What Is the Threshold to Register a FEC Committee?
    • When Are the FEC Filing Deadlines?
    • How Do I Add Candidate and Committee Records Directly From the FEC?
      • Why Isn’t Candidate Information Pulling Properly to the FEC Form 3X?
    • About Super PACs
    • How Do I Report FEC Late Partnership Information?
    • What Are the Sort Order Options for the FEC Reports?
    • About Large Notes on FEC Reports
    • How Do I Report Advances for Travel?
    • How Do Federal and Non-federal IE’s Pull to Reports?
    • Why Is My IE Appearing on Line 21(B)? About Paying First and Disseminating Later
    • Why Are Dashboard Key Stats Different Than Line 11 Totals on FEC Reports?
    • How Should Debt that is Forgiven Appear on the FEC Form 3/3X/3P?
    • Why Isn’t the Split of My Accrued Expense Payment Showing on My FEC Report?
    • How Do I Prepare and Generate the FEC Form 1?
      • What Do I Need to File an Amended Form 1?
    • FEC Form 1M (Notice of Multi-Candidate Status)
    • What Is the Form 2 and When Do I File It?
    • About the FEC Form 3P Report
    • Why Can’t I See the FEC Form 3P?
    • About the FEC Form 3 (PAC) Report
    • About the FEC Form 48-IE Report
    • About the FEC Form 99 Report
  • North Carolina Campaign, Party, & PAC Filing FAQ and Resources
    • NC Form 1000 Line-By-Line
    • About the NC Form 2210 Report
    • When Are the North Carolina Filing Deadlines?
    • About the NC Form 2220 Report
    • About the NC Form 4100 Report
  • New Jersey Campaign, Party & PAC Filing FAQ and Resources
    • NJ Form R-1 Line-By-Line
    • About the NJ Form 72/24 HR Report
    • When Are the New Jersey Filing Deadlines?
    • How to Import Into NJ Elec System
  • How Do I Prepare My Termination Report?
  • How Do I Generate a W9 for My Filer Committee?
  • Previously Generated Reports
  • Beta Compliance Reports
  • About Generating and Filing Compliance Reports
    • About Sort Order on Periodic Compliance Reports
    • What Are Compliance Notes & How Do They Pull to Compliance Reports?
  • Why Don’t I See the Correct Compliance Reports?
  • Why Is My Compliance Report Cash on Hand Different From My Register Cash on Hand?
  • What Records are Needed for Compliance Reporting?
    • How Do I Add Multiple Filers or Change the Existing Filer?
    • How Do I Add or Set a Filer?
    • How to Set up a Non-committee Filer
  • How Do I Find Out My State’s Filing Dates?
  • What Are the Sort Order Options for Compliance Reports?
  • I Didn’t File My Report, What Should I Do Now?
  • What Is the Password Safe?
  • IRS Filing FAQ and Resources
    • Do I Need to File the IRS Form 8871/8872?
    • What Is the IRS Form 8872 & How Do I Prepare and File It?
    • How Do I Use the TAX1099 Integration?
    • Can I File the IRS Form 990 Out of ISP?
    • Do I Need an Ein and How Do I Apply for One?
    • When Are the IRS Filing Deadlines?
  • Alabama Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Alabama Filing Deadlines?
    • About the AL PAC
    • About the AL PAC Major
    • About the AL CEO Report
    • About the AL CEO Major Report
  • Alaska Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Alaska Filing Deadlines?
  • Arizona Campaign, Party, & PAC Filing FAQ and Resources
    • About the Maricopa County CFR
    • When Are the Arizona Filing Deadlines
    • About the AZ Periodic Report / PAC Bulk Import
    • About the AZ IE Trigger Report
  • Arkansas Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Arkansas Filing Deadlines?
  • California Campaign, Party, & PAC Filing FAQ and Resources
    • About the CA Form 410
    • About the CA Form 497 Report
      • How Do I Generate a CA Form 497?
      • How Do I Report Contributions Received via Intermediary (Conduit, Earmark) On the CA Form 497?
    • Where Do I File as a Local CA Filer if the Efile Report to Local Button Is Not Available (ECampaign & Efs)?
    • How Do I E-file With California?
    • How Do I File a CA Form 496?
    • What Is eSignature and How Do I Use It?
    • How Do I File a CA Amendment?
    • What Is the CA 460 Report & How Do I Prepare and File It?
      • CA 460 Line-By-Line
        • How to Transfer Between Committees
      • Why Are There Errors and Warnings in My CA Confirmation Email That Are Not in ISP?
      • Checkboxes for Sch D on CA 460
      • Reporting Splits on CA 460
      • Why Are Lines 20 and 21 Showing as $0.00 on My Report?
    • About the CA Form 501 Report
    • How Do I File as a Local CA Filer When the E-file Report to Local Button Is Available (NetFile)?
    • About the San Francisco Public Funding Likely Qualifying Contributions Report
    • About the CA Form 498
    • How Do I Report Accrued Expenses Splits with Support/Oppose Memo?
    • Where Do I Get the Original CA Filing ID Number?
    • What Are CA Local Signers and Pins (NetFile)?
      • Can I File a Report if I Don’t Have a FPPC ID Yet?
    • My Local Filing With NetFile Just Failed. Now What?
    • About CA Conduit (Earmark) Transactions
    • When Are the California Filing Deadlines?
    • How Do I Add Candidate and Committee Records Directly From the CA SOS?
    • Reporting Rules for Joint FEC/CA Filings
    • What Are Primarily Formed PACs in CA?
    • What Are Aggregates by Relationships on CA Report?
    • What Are CA LLC/LLP Reporting Requirements?
    • How Do I Report Contributions Made to Committees Without ID Numbers?
    • About the CA Form 400
    • About the CA Form 401
    • What Is the “Itemize Cross-Period Conduit Contributions Based on Split Date” Checkbox?
    • About the CA Form 461
      • About the CA Form 461-Non-committee Report
      • About the CA Form 461-Reverse Report
      • How to Set a Major Donor Filer
    • About the CA Form 462 Report
    • About the CA Form 497 — Reverse
    • Issues With California’s PDF Converting Program
    • How Do I File as a Local CA Filer via Netfile’s Third Party Upload?
  • Colorado Campaign, Party, & PAC Filing FAQ and Resources
    • Denver CFR Line-By-Line
    • When Are the Denver Filing Deadlines?
    • When Are the Colorado Filing Deadlines?
    • About the CO RCE Report
    • About the Denver CFR
    • About the CO RCE Major
    • About the CO RCE Party Report
  • Connecticut Campaign, Party, & PAC Filing FAQ and Resources
    • SEEC Form 30 (CT) Line-By-Line
    • SEEC Form 20 (CT) Line-By-Line
    • When Are the Connecticut Filing Deadlines?
    • About the CT Form 30 Report
    • About the CT Form 40 Report
    • How Do I E-file in Connecticut?
  • Delaware Campaign, Party, & PAC Filing FAQ and Resources
    • About the DE Campaign Finance Section Financial Report – Line-By-Line
    • When Are the Delaware Filing Deadlines?
  • Florida Campaign, Party, & PAC Filing FAQ and Resources
    • About the FL DS-DE Report
    • When Are the Florida Filing Deadlines?
    • About the FL DS-DE 48
    • About the FL Testimonial Report
    • How Do I Meet Florida’s 106.0701 Reporting Requirements in ISP?
  • Georgia Campaign, Party, & PAC Filing FAQ and Resources
    • About the GA CCDR (Easy Vote) Report
    • Georgia CCDR Line-By-Line
    • About the GA Two Business Day Report
    • How Do I Efile With Georgia?
    • When Are the Georgia Filing Deadlines?
    • About the GA CCDR Report
  • Hawaii Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Hawaii Filing Deadlines?
  • Idaho Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Idaho Filing Deadlines?
  • Illinois Campaign, Party, & PAC Filing FAQ and Resources
    • About the IL Schedule A-1
    • When Are the Illinois Filing Deadlines
    • About the IL Schedule B-1
    • About the IL Form D-2
  • Indiana Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Indiana Filing Deadlines?
    • About the Indiana CFA-4
    • About the IN CFA5
    • About the IN CFA11
    • How do I Report Indiana Transfers-In?
  • Kansas Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Kansas Filing Deadlines?
    • About the KS PAC Report
    • About the KS Last Minute Report
  • Kentucky Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Kentucky Filing Deadlines?
  • Louisiana Campaign, Party, & PAC Filing FAQ and Resources
    • About the LA Form 202 Report
    • When Are the Louisiana Deadlines?
    • About the LA Form 203 Report
  • Maine Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Maine Filing Deadlines?
    • How Do I E-file IN Maine?
    • About the ME CFR – PAC Report
    • About the ME 24Hour – PAC
  • Maryland Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Maryland Filing Deadlines?
  • Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
    • About the MA Municipal Periodic Report
    • About the MA Non Depository Periodic Report
    • About the MA Depository Periodic Report
    • When Are the Massachusetts Filing Deadlines?
    • About the MA Deposit Report
    • About the MA Depository Credit Card Report
    • About the MA Depository Reimbursement Report
    • About the MA Depository Subvendor Report
    • About the MA Non Depository LCR Report
  • Minnesota Campaign, Party, & PAC Filing FAQ and Resources
    • MN Hennepin County: Line-By-Line
    • MN CAND Report: Line-By-Line
    • When Are the Minnesota Filing Deadlines?
    • About the MN 24 Hour CAND Report
    • About the MN – PCF Report
    • About the MN 24 Hour PCF Report
  • Mississippi Campaign, Party, & PAC Filing FAQ and Resources
    • About the MS 48 Hour Report of Reportable Contributions
    • When Are the Mississippi Deadlines?
    • About the MS Report of Receipts and Disbursements
  • Missouri Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Missouri Filing Deadlines?
    • About the Missouri AI PAC Trigger Report
    • About the MO Committee Disclosure Report
    • About the MO LCR Report
  • Montana Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Montana Filing Deadlines?
    • About the MT Committee Report
    • About the MT Form C7 Report
    • About the MT Form C7E Report
  • Nebraska Campaign, Party, & PAC Filing FAQ and Resources
  • Nevada Campaign, Party, & PAC Filing FAQ and Resources
    • About the NV Candidate Contributions and Expenditures- Legal Defense Fund Report
      • How Do I Setup a Nevada Legal Defense Fund in ISP?
    • About the NV Candidate Contributions and Expenditures Report
    • When Are the Nevada Filing Deadlines?
    • What’s the Difference Between E-file and Paper Only Reports for Nevada?
    • About the NV Committee Contributions and Expenditures Report
  • New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
    • NH R and E (Candidate Version) Line-By-Line
    • About the NH – R and E
    • NH LCR (Candidate Version) Line-By-Line
    • About the NH – LCR Report
    • When Are the New Hampshire Filing Deadlines?
    • About the NH – IE Report
  • New Mexico Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the New Mexico Filing Deadlines?
    • About the NM Campaign Finance Report
    • About the NM Supplemental Report
  • New York Campaign, Party, & PAC Filing FAQ and Resources
    • About the NY CF-01 Report
      • Tips and Best Practices for the New York CF-01 Report
    • New York January Periodic Settings
    • When Are the New York Filing Deadlines?
    • NY Common Import Errors
    • What Are the Transaction Method Rules for NY Reports?
    • About the NY Cf-07 (Authorized User Designation and Removal Form)
    • About the NY Weekly/24-Hour Report
    • How Do I File an Amended NY Report?
  • North Dakota Campaign, Party, & PAC Filing FAQ and Resources
    • ND Form Sfn 53970 Line-By-Line
    • When Are the North Dakota Filing Deadlines?
  • Ohio Campaign, Party, & PAC Filing FAQ and Resources
    • About the OH Standard Report
    • When Are the Ohio Filing Deadlines?
    • About the OH Form 30C Report
  • Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
  • Oregon Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Oregon Filing Deadlines?
    • How Do I Add Reimbursements to Personal Expenses for Oregon Compliance Reports?
    • How Do I Pull “Employer/Occupation letter sent date” for Reporting?
    • How Do I E-file With ORESTAR?
  • Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
    • About the PA DSEB-502 Report
    • About the PA DSEB-502 Version: Federal PAC Filing State Report
    • When Are the Pennsylvania Filing Deadlines?
    • What Is the Pennsylvania Apply to File Process?
    • About the PA Late Contribution Report (24 Hour Report)
  • Rhode Island Campaign, Party, & PAC Filing FAQ and Resources
  • South Carolina Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the South Carolina Filing Deadlines?
  • South Dakota Campaign, Party, & PAC Filing FAQ and Resources
  • Tennessee Campaign, Party, & PAC Filing FAQ and Resources
  • Texas Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Texas Filing Deadlines?
    • How Do I Populate the Cover Page on My TX Report?
    • How Do I Pull Candidate Info to Section 9 on Schedule F1?
    • How Do I Enter Non-itemized Transactions for My TX Reports?
    • About the TX COH Report
    • About the TX COH-SS Report
    • About the TX GPAC Report
    • About the TX MPAC Report
    • About the TX SPAC Report
    • About the TX DAILY-C COH Report
    • About the TX DAILY-C PAC Report
    • About the TX DAILY-E PAC Report
  • Vermont Campaign, Party, & PAC Filing FAQ and Resources
    • About the VT Disclosure Report
    • About the VT Mass Media Report
  • Virginia Campaign, Party, & PAC Filing FAQ and Resources
    • About the VA Compliance Report
    • About the VA Large Contribution Report
    • About the VA Large Expenditure Report
    • When Are the Virginia Filing Deadlines?
    • About the VA Non-Candidate Compliance Report
  • Washington Campaign, Party, & PAC Filing FAQ and Resources
    • About the WA C3 Report
      • WA Form C3 and Voucher Contributions
      • About Seattle Low-Cost Fundraisers
    • How Do I Set up Seattle Efiling?
    • How Do I File an Amended PDC Form C3?
    • What Is the WA Auction Report?
    • When Are the Washington Filing Deadlines?
    • Tokens, Passwords, and Filing Washington State (PDC) Reports
    • How Do I Add Candidate and Committee Records Directly From the WA PDC?
    • How Do I Create a Compliant WA Surplus Account?
    • About the WA Form C3 – Non-Candidate Report
    • About the WA C4 Report
      • WA C4 (PDC) Line-By-Line
      • How Does the 21 Day Limit on Debts Before They Become Loans Impact Reporting?
      • How Are Refunded Contributions Reported on the C4 Report?
      • How Are Refunded Contributions Reported on WA C4 PDC vs Seattle?
      • How Do I Add and Report Negatives in Deposit Batches?
      • How Do I Add and Report Accrued Expense Payments on the C4?
      • Why Are My Accrued Expenses Itemizing Incorrectly on the WA C4?
    • About the WA Form C4 – Ballot Measure Report
    • About the WA Form C4 – Non-Candidate
    • New Washington Filing System
    • What Is the WA PDC Last Minute Contributions Report?
  • West Virginia Campaign, Party, & PAC Filing FAQ and Resources
    • About the WV F7 Report
    • When Are the West Virginia Filing Deadlines?
    • About the WV F7B
  • Wisconsin Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Wisconsin Filing Deadlines?
    • How Do I File My Wisconsin Report?
    • About the WI RandE Report
  • Wyoming Campaign, Party, & PAC Filing FAQ and Resources
    • When Are the Wyoming Filing Deadlines?
    • About the WY PAC Contributions and Expenditures Report
• Compliance Report Post-Generation
  • Using the Mark as Filed Feature
  • How Do I Generate a PDF Version of My Compliance Report?
• Policy on Legal Advice
• About Fundraising/Analysis Reports
  • What Is the User Activity Report?
  • What Are the Pledge or Target Metrics Reports?