How do I find the receipt for the Data Request that I submitted?

  • Updated

To find the time-stamped receipt for your Data Request submission:

  1. Go to the Reporting tab.
  2. Scroll down to the appropriate report (checking that it is for the appropriate year if applicable).
  3. To view the receipt : click on the grey arrow to the left of the report title to expand its history, locate the receipt and use the Action column drop-down menu to select: View Response Receipt.
  4. To access the report itself: use the Action column drop-down menu ("I want to..."), and for the top level select: Download My Responses in Excel.

When you submit a report, you will also receive a confirmation email with an attached copy of what you submitted. Portfolio Manager does not have a copy of these automatically generated confirmation e-mails. Please save these e-mails for your own records.

If you need further assistance with compliance, violations, exceptions and/or resolutions please contact the appropriate state or local government entity.

Also see our 5-page guide: How to respond to data requests in Portfolio Manager.

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