The Annual Report displays information related to FOIA compliance. It can be accessed from the Annual Reports menu, as shown below.
Steps to Generate the Annual Report
Click Reports > Annual Reports > Annual. The Annual Report screen displays as shown below.
Enter information in the following fields as necessary:
Field | Description |
Select Report Type | |
Agency Overall | Generate the report for all Action Offices in the Agency. If selected, also select one of the following options: With Breakdown for each Action Office-Hierarchical Order, With Breakdown for each Action Office-Alphabetical Order, With Breakdown for First Tier Action Offices, Overall Agency Totals Only. |
Action Office | Generate the report for an individual Action Office. If selected the Individual Action Office option will also be selected. Select an Action Office from the drop-down menu. |
Year Type | |
Fiscal | Generate the report based on the Fiscal Year. |
Calendar | Generate the report based on the Calendar Year. |
Year | Year, as selected from the drop-down menu. |
Date Range Type | |
Annually | Generate the report for a period of one year. |
Half-Yearly | Generate the report for a period of six months. If selected, also select a Half Year from the drop-down menu. |
Quarterly | Generate the report for a period of three months. If selected, also select a Quarter from the drop-down menu. |
Monthly | Generate the report for a specific month. If selected, also select a Month from the drop-down menu. |
Annual Report Lock Date | |
Lock Annual Report Data for Reporting Period as of | Lock the Annual Report and prevent the creation of new Requests, amendment of closed Requests, or closing of Requests, as of a specific date, click the calendar icon and select a date. |
Costs/FOIA Staffing and Fees | |
Total costs (including staff and all resources) | Total cost of FOIA staffing and resources. These fields are calculated automatically. Edit them as necessary. |
Costs/FOIA Staffing | Costs for FOIA staffing. These fields are calculated automatically. Edit them as necessary. |
(a)(2) - Records Posted for Public Inspection | |
Number of Records Posted for Public Inspection | Records to be posted for public inspection |
Generated Count | Total records calculated from all closed requests in that fiscal year (data captured while closing the request) |
Other Agency Related Records Posted for Public Inspection | Manually populated number of records to be posted for public inspection |
XI. FOIA Regulations (Including Fee Schedule) | |
XI. FOIA Regulations (Including Fee Schedule) | Any FOIA regulations |
XII. BACKLOGS, CONSULTATIONS, AND COMPARISONS | |
Discuss/explain the backlog here (Optional) | Explanation for the backlog |
F. Discussion of Other FOIA Activities (Optional) | Discussion of any other FOIA-related activities |
To lock or unlock the reporting period users must have the "Annual Report-Edit" Application Permissions.Click Generate. The Annual Report displays as shown below.
NOTE: To view details for any "Other Reason" that was given, click Other Reason-Details. To submit the report to the PAL Reading Room, click Submit for Publishing. The Annual Report can be exported in multiple formats. For instructions on how to export in a specific format, click the applicable link below. Click Show Footnotes to display a list of footnote fields, which you can edit as needed.
See the links below for additional information on Annual Reports: