Tareproof

Review & reporting

Build, review and export a state report

Create a report snapshot, check completeness and export CSV or a printable summary.

Before you start

Import state sales for the reporting year and approve packaging. Confirm which state and year your PRO requires.

Access needed

Owners, admins and editors generate and send reports for review. Owners, admins and reviewers approve reports. Members can view output available to their organization.

Steps

  1. Open Reports, choose State and Reporting year, then Generate report. Generation requires sales for that state and year.
  2. Open the report and inspect total supplied weight, material lines, excluded SKUs, completeness and rate provenance.
  3. Choose Send for review on a draft. A reviewer checks the numbers and can Approve report or Return to draft.
  4. Choose Export CSV to download the material summary. For an approved report, an authorized status update can mark it Exported.
  5. Choose Print / save PDF and select your browser’s save-to-PDF destination. Check the print preview before saving.
  6. If packaging or sales have changed, generate a new report snapshot rather than assuming an existing report recalculates.

Expected result

Reports contain approved packaging × state/year sales. CSV and PDF are preparation outputs, not direct submissions or guarantees of a PRO-specific upload format.

Common problems

  • Draft output can be exported, but a reviewer must approve before you rely on it.
  • Completeness reports SKUs lacking approved data; it cannot establish that every packaging part has been recorded.
  • No published rate is not a zero fee. Weights remain useful when a fee estimate is unavailable.
  • An existing report retains its generated snapshot after source records change.