CRD Frequently Asked Questions
Reports
What are some tips for printing Reports?
To print reports in Portrait format:
- Go to File and click on Page Setup.
- In Orientation, choose Portrait.
- For left and right margins, input maximum of 1"
- For top and bottom margins, input maximum of 0.7".
To print reports in Landscape format:
- Go to File and click on Page Setup.
- In Orientation, choose Landscape.
- For left and right margins, input maximum of 0.2".
- For top and bottom margins, input maximum of 0.4".
Where can I see a list of the reports available to my organization through Reports?
Go to the Request Report screen in Web CRD by clicking Request a Report from sitemap or by clicking the Reports tab. The Request Report screen will display the name and description of all reports available to you as well as the number of days the report will be viewable on the View Reports screen.
How does a firm retrieve its Renewal Rosters?
To retrieve your Renewal Rosters:
- Click on the REPORTS tab on the CRD Main window
- Click on VIEW REPORTS
- Locate the report
- Click on the name of each report to view
Where do I find the monthly Account Detail Report?
A firm can request the Account Detail Report under the Reports tab of Web CRD at any time. The report can request information for any period of time up to and including the prior 13 months.
How do I retrieve my firm's Fingerprint Reports?
Your firm's Fingerprint Reports can be retrieved ON-LINE by entitled Reports users by accessing REPORTS and then clicking on the VIEW REPORTS tab. To open the report, single click for viewing.
Can firms now input a Social Security Number when requesting a Pre-registration Snapshot for an individual?
Yes.