Step 1: Review the Jobs Check Report (completed but not reported jobs). Select the last day of the previous month as the “Stop Date”

Step 2: Go to Weatherization > Weatherization Admin > Job Reporting

Step 3: Select the jobs ready to be reported & transferred

Step 4: Select the “Reported Date”

Step 5: Click “Mark Reported”. A green banner will appear after the jobs are reported successfully.

Step 6: Go to Reports > Weatherization Reports > CSD Monthly Report. Select the Reported Date (from Step 4), Program, and Site

Step 7: Review the totals and enter the amounts into EARS (a different system)

Step 8: Return to Job Reporting page (Weatherization > Weatherization Admin > Job Reporting) and click "eCORE Database Transfer". Any jobs already marked reported will be transferred.