Manual & Automatic SAR and CTR Statuses

With the new Status feature, you can now manually update the status of a report to reflect its real stage in the review process.

This gives your team:

• Clearer visibility into report ownership and progress
• Reduced workflow confusion
• Improved coordination across analysts, reviewers, and approvers

How to Update a Report’s Status

1. Open a Report
   
   1. Click into any report. You’ll see a new Status dropdown in the header section.
2. Choose a Status
   Select one of the following options to reflect where the report is in your team’s workflow:

   1. None → No status selected (default; can remain empty)

   2. In Progress → Someone has started working on the report

   3. Ready for Review → Report is complete and ready for review (for example, ready for manager review or QC)

   4. Ready to File → Report has been reviewed and is ready for export 

3. See the Status reflected in the table

Automatic Status Updates

• Once a report is exported, the system will automatically update the status to Exported and move the report to the Completed tab.
• Once a report is filed, the system will automatically update the status to Filed.
  
  

Things to Know

• You can filter reports by statuses in the Open tab and Completed tab, making it easy to find reports at any stage.
• Teams that don’t need the manual status feature can simply leave the status as None - the system automation still works as before.