Annual Audit Status Summary

The Annual Audit Summary Search screen provides a search filter for the Annual Audit Status List screen in order to simplify the annual audit process for State users. Results can be filtered by year, Sponsor ID/name, status, exempt status, received date, and vendor number.

The search results from the query criteria entered on the Annual Audit Status Summary screen allow the user to view the audit information, as well as allows the user to export data to an Excel spreadsheet for the Audit and Investigation interface. These spreadsheets can later be uploaded in the Annual Audit Upload feature.

Viewing and Exporting an Annual Audit Status Summary

On the Applications menu select Annual Audit Status Summary. The Summary Search Screen displays.

Enter all relevant search criteria.

Select Search. The Annual Audit Summary Search results screen displays.

Select Export to Excel at the bottom of the screen. A“File Save” pop-up textbox appears.

Select Save to save the spreadsheet to the computer.

Select the location to save the file.

Select Save. The summary data displays in Excel.