Temp. Assignment Status Report
This transaction should be used by an FFL to view and query the firearms
that are and have been out on Temporary Assignment to employees.
- Under the heading Reports and Closure, select Temp. Assignment Status. Alternatively, from any other screen click on Reports and
Closure, and select Temp. Assignment Status from the dropdown
menu.
- The Temp. Assignment Status screen will now display, showing all Serial Numbers that
have ever been Loaned Out, to whom, and on what date.
- Additionally, the report shows whether they have been returned (the Date
In field will be populated), when, and by whom returned (the employee’s
name identified as returning the Serial Number will overwrite the name of
the employee who had the Serial Number on loan).
To search for a particular Temp. Assignment Status, navigate to the Temp. Assignment Status Report
screen.
When the User accesses the Temp. Assignment Status report, a search bar appears above
the report. This is a general search which will query all fields. For example,
if the User types Thompson in the general search bar, and the word
appears both in the Manufacturer column and in the Employee column, the
Temp. Assignment Status Report, after clicking search, will filter out all other results and
only display line items with the word Thompson in it.
Compliance Alert - Although it is not a specific requirement in ATF regulations to maintain a
Loan Status Report, it is a requirement to maintain accountability and know
the location of all Serial Numbers with an Open Disposition on an FFL’s A&D
Book. FFLs are urged to maintain a log of all Serial Numbers off-premises in
the hands of employees on Temporary Assignment.
Correction Log Report
This transaction should be used by an FFL to view record corrections made
to Serial Number entries in the A&D Book; required per ATF Ruling 2016-1.
- Under the heading Reports and Closure, select Correction Log. Alternatively, from any other screen click on Reports and
Closure, and select Correction Log from the
dropdown menu.
- The Corrections screen will now display. By default, the report shows the
Serial Numbers which have been Acquired over the course of the last 30
days and the corrections made to those Serial Numbers.
- To change the date range, select the Acq. Date Range field. A drop down
list appears allowing the User to select the desired Acquisition Date range
of Serial Numbers.
- To query the report by Serial Number, move the cursor to the Serial
Number field and enter the Serial Number. The corrections report will
automatically filter through the results to locate the correction record. ***NOTE***: If you corrected a Serial Number itself, to search by Serial Number
you must enter the Serial Number as corrected, not the original Serial
Number.
- To export the Correction Log as a .csv file, navigate to the Corrections Log
Report screen.
- Click the Export Data button above the Disposition column.
- A dialog popup box will appear with a link to the Export Downloads page
where the file will be available for download once processing is completed.
- Click the link; the Reports: Export Downloads page will now display.
- If the Status of the requested report is In Progress, allow the report
additional processing time and refresh the page.
- Once the requested report is available, Download will display in the Status
column. Click Download to save report.
- The export file download location depends upon the User’s browser
settings. If the User’s settings are set to always inquire to which location to
download files from the internet, the browser’s standard dialog box will
open asking for the location to save the file. If the User’s settings are set to
always download internet files automatically to the same location, the
export will download to that location.
Open Dispositions
This transaction should be used by an FFL to view all firearms on the A&D
Book which have Open Dispositions.
- Under the heading Reports and Closure, select Open Dispositions. Alternatively, from any other screen click on Reports and
Closure, and select Open Dispositions from the
dropdown menu.
- The Open Dispositions report screen will now display.
- By default, the report displays all items with an Open Disposition (i.e.,
should be on premises or with an employee).
- The User may limit the Acquisition Date range of Serial Numbers if desired
by moving the cursor to the Acq. Date Range and selecting their desired
filter.
- Users may query the Open Disposition report by Serial Number by typing
the Serial Number in the Serial Number field. The Open Disposition report
will automatically filter through the results to locate the applicable record.
- To export the Open Dispositions Report as a .csv file, navigate to the Open
Dispositions Report screen.
- Click the Export Data button above the Disposition column.
- A dialog popup box will appear with a link to the Export Downloads page
where the file will be available for download once processing is completed.
- Click the link; the Reports: Export Downloads page will now display.
- If the Status of the requested report is In Progress, allow the report
additional processing time and refresh the page.
- Once the requested report is available, Download will display in the Status
column. Click Download to save report.
- The export file download location depends upon the User’s browser
settings. If the User’s settings are set to always inquire to which location to
download files from the internet, the browser’s standard dialog box will
open asking for the location to save the file. If the User’s settings are set to
always download internet files automatically to the same location, the
export will download to that location.
NFA History & Open Dispositions
This transaction should be used by an FFL to view NFA firearms on the A&D
Book which have Open Dispositions.
- Under the heading Reports and Closure, select NFA: Open Dispositions. Alternatively, from any other screen click on Reports and
Closure, and select NFA: Open Dispositions from the
dropdown menu.
- The NFA: Open Dispositions report screen will now display.
- By default, the report displays all NFA items with an Open Disposition (i.e.,
should be on premises or with an employee, and for which the FFL should
have an NFA registration form).
- The User may limit the Acquisition Date range of NFA Serial Numbers if
desired by moving the cursor to the Acq. Date Range and selecting their
desired filter.
- Users may query the NFA Open Disposition report by Serial Number by
typing the Serial Number in the Serial Number field. The NFA Open
Disposition report will automatically filter through the results to locate the
applicable record.
- To export the NFA: Open Dispositions Report as a .csv file, navigate to the
NFA: Open Dispositions Report screen.
- Click the Export Data button above the Disposition column.
NFA: History Report
This transaction should be used by an FFL to view the history of all NFA
firearms ever appearing on the A&D Book.
- Under the heading Reports and Closure, select NFA: History. Alternatively, from any other screen click on Reports and
Closure, and select NFA: History from the dropdown
menu.
- The NFA: History report screen will now display.
- By default, the report shows the Serial Numbers which have been Acquired
over the course of the last 30 days.
- The User may limit the Acquisition Date range of NFA Serial Numbers if
desired by moving the cursor to the Acq. Date Range and selecting their
desired filter.
- Users may query the NFA History report by Serial Number by typing the
Serial Number in the Serial Number field. The History report will
automatically filter through the results to locate the applicable record.
- To export the NFA: History Report as a .csv file, navigate to the NFA: History
Report screen.
- Click the Export Data button above the Disposition column.
Vendor FFL Expiration
This transaction should be used by an FFL to view the expiration dates of
FFLs appearing in their Vendor Master.
Compliance Alert - FFLs must transact with current, valid licensees only.
- Under the heading Reports and Closure, select Vendor FFL Expiration. Alternatively, from any other screen click on Reports and
Closure, and select Vendor FFL Expiration from the
dropdown menu.
- The Vendor FFL Expiration report screen will now display.
- By default, the report shows the longest expired / first to expire Vendors at
the top of the list
- To search within Vendor FFL Expiration report, navigate to the Vendor FFL
Expiration report screen.
- When the User accesses the Vendor FFL Expiration report, a search bar
appears above the report. This is a general search which will query all
fields. For example, if the User types Thompson in the general search bar
and the word appears both in the Vendor Name column and in the Address
column, the Vendor FFL Expiration report will, after clicking search, filter
out all other results and only display line items with the word Thompson in
it.
Customer FFL Expiration
This transaction should be used by an FFL to view the expiration dates of
FFLs appearing in their Customer Master.
Compliance Alert - FFLs must transact with current, valid licensees only.
- Under the heading Reports and Closure, select Customer FFL Expiration. Alternatively, from any other screen click on Reports and
Closure, and select Customer FFL Expiration from
the dropdown menu.
- The Customer FFL Expiration report screen will now display.
- By default, the report shows the longest expired / first to expire Customers
at the top of the list.
- To search within Customer FFL Expiration report, navigate to the Customer
FFL Expiration report screen.
- When the User accesses the Customer FFL Expiration report, a search bar
appears above the report. This is a general search which will query all
fields. For example, if the User types Thompson in the general search bar
and the word appears both in the Customer Name column and in the
Address column, upon clicking Search the Customer FFL Expiration will filter
out all other results and only display line items with the word Thompson in
it.
My FFL Expiration
This transaction should be used by an FFL to view the expiration dates of
the FFLs associate with their eBound Books.
Compliance Alert - FFLs must transact with current, valid licensees only.
- Under the heading Reports and Closure, select My FFL Expiration. Alternatively, from any other screen click on Reports and
Closure, and select My FFL Expiration from the
dropdown menu.
- The My FFL Expiration report screen will now display.
- By default, the report shows the longest expired / first to expire FFL at the
top of the list.
- To search within My FFL Expiration report, navigate to the My FFL
Expiration report screen.
- When the User accesses the My FFL Expiration report, a search bar appears
above the report. This is a general search which will query all fields. For
example, if the User types Thompson in the general search bar and the
word appears both in the FFL Name column and in the Address column,
upon clicking Search the My FFL Expiration will filter out all other results
and only display line items with the word Thompson in it.
Transfer Report
This report should be used by an FFL to generate detailed reports of item(s)
disposed on selected days and criteria.
- Under the heading Reports and Closure, select Transfer Report. Alternatively, from any other screen click on Reports and
Closure, and select Transfer Report from the
dropdown menu.
- The Transfer Report screen will now display.
- Under the heading Select Bound Books, select the bound books to be
including in the search.
- Clicking Select All selects all bound books displayed; clicking Clear Selection clears
all books selected.
- Under the heading Select Date, select the date for the dispositions you wish
to display.
- Click Run Report to generate Transfer Report for date selected.
Query Transfer Report
Locate Transfer(s)
When the User accesses the Transfer Report, a Search Bar appears above
the displayed report. This is a general search which will query all report
fields. For example, if the User types “arms” in the general search bar, and
the word arms appears both in the Manufacturer column (very common)
and in the Acquired From Name column (also very common), upon clicking
Search the query will filter out all other results and only display line items
with the word Thompson in it.
Advanced Search
To query terms in specific fields, click the Advanced Search button above
the general search bar.
- Date Searches
When search by date, there are multiple options for Users. Users can search by
specific date, a range preceding a specific date, or a range following a specific date
by either Acquisition Date or Disposition Date.
The top row of fields in Advanced Search relate to Date searches. First, select
whether the filter to be applied is related to Acquisition or Disposition Date. Next,
select which date option search is desired; before, after, or on. Finally, select the
applicable date. Click Add Filter and the report results below will filter according to
the inputs.
- Searches by Any Other Field
The bottom row of fields in Advanced Search relate to all other report fields. First,
select the field desired to be queried. Second, select whether the text in the
applicable report field should exactly match the search term (very specific search) or
whether the report field should simply contain the query text (broader search).
Finally, enter the search text. Click Add Filter and the report results will filter
according to the inputs.
Adding and Viewing Notes
- To add a note to any Serial Number line item, navigate to the Transfer
Report page.
- Locate the serial number you wish to notate and click the Notes button; a
dialog popup box will appear.
- Enter the desired Note and click Save to document notes or click Cancel to
abandon without saving.
- After clicking Save, this note will be available for that line item.
• Users may add multiple notes to the same Serial Number line item by
repeating the process above.
- To view any notes for a particular Serial Number line item, navigate to the
Transfer Report page.
- Locate the serial number you wish to view notes and click the Notes
button; a dialog popup box will appear.
- Any Existing Notes will display below the Add Note area.
- Click Cancel to exit viewing Existing Notes.
Export Transfer Report CSV
- To export the Transfer Report as a CSV file, navigate to the Transfer Report
page.
- Make bound book selections, select date, and click Run. Once report is
generated, click the Export Data button on the far right side.
- A dialog popup box will appear with a link to the Export Downloads page
where the file will be available for download once processing is completed.
- Click the link; the Reports: Export Downloads page will now display.
- If the Status of the requested report is In Progress, allow the report
additional processing time and refresh the page.
- Once the requested report is available, Download will display in the Status
column. Click Download to save report.
- The export file download location depends upon the User’s browser
settings. If the User’s settings are set to always inquire to which location to
download files from the internet, the browser’s standard dialog box will
open asking for the location to save the file. If the User’s settings are set to
always download internet files automatically to the same location, the
export will download to that location.
Export Transfer Report PDF
- To export the Transfer Report as a PDF file, navigate to the Transfer Report
page.
- Make bound book selections, select date, and click Run. Once report is
generated, click the Generate PDF button on the far right side.
- A dialog popup box will appear with a link to the Export Downloads page
where the file will be available for download once processing is completed.
- Click the link; the Reports: Export Downloads page will now display.
- If the Status of the requested report is In Progress, allow the report
additional processing time and refresh the page.
- Once the requested report is available, Download will display in the Status
column. Click Download to save report.
- The export file download location depends upon the User’s browser
settings. If the User’s settings are set to always inquire to which location to
download files from the internet, the browser’s standard dialog box will
open asking for the location to save the file. If the User’s settings are set to
always download internet files automatically to the same location, the
export will download to that location.
Multiple Sales Review
This report should be used by an FFL to review transactions across one or
many eBound Books for potential Multiple Sales Reporting via ATF Form
3310.4 / 3310.12.
- Under the heading Reports and Closure, select Multiple Sales Review. Alternatively, from any other screen click on Reports and
Closure, and select Multiple Sales Review from the
dropdown menu.
- The Multiple Sales Review screen will now display.
- Under the heading Select Bound Books, select the bound books to be
including in the search.
- Clicking Select All selects all bound books displayed; clicking Clear Selection clears
all books selected.
- Under the heading Report Type, select the Multiple Sales Report type you
wish to search for potentially matching transactions.
- 3310.12 – Multiple Sales or Other Disposition of Certain Rifles
- 3310.4 – Multiple Sales or Other Disposition of Pistols and Revolvers
- Under the heading Start Date, select the minimum date for which
transactions potentially matching ATF Form 3310.12 or 3310.4 reporting
standards will display.
- Optional. Under heading End Date, select the maximum date for which
transactions potentially matching ATF Form 3310.12 or 3310.4 reporting
standards will display. Today’s date will populate by default.
- Optional. Under heading First Name, enter the First Name of individual for
which transactions potentially matching ATF Form 3310.12 or 3310.4
reporting standards will display.
- Optional. Under heading Last Name, enter the Last Name of individual for
which transactions potentially matching ATF Form 3310.12 or 3310.4
reporting standards will display.
- Click Search to generate data for Review.
Export Downloads
This transaction should be used by an FFL to view and query the reports
generated within the set eBound Book that have been generated, their
status, and download file link.
- Under the heading Reports and Closure, select Export Downloads. Alternatively, from any other screen click on Reports and
Closure, and select Export Downloads from the
dropdown menu.
- The Export Downloads screen will now display. By default, all reports
generated for the set eBound Book will display from newest to oldest, 10
reports per page.
- The following columns will display on the Export Downloads page:
- Report Type: Type of report generated
- Date Generated: Date the report was generated within the set eBound Book
- Status: Status of report generation within the set eBound Book
- Download: Button allowing user to click to download associated report file
Filter Export Downloads
Lists by specific report generated can be created, filtered by start date
and/or end date, and exported in CSV or PDF format.
- Under the heading Report Type, select the type of report for which you
would like a list generated:
- All: List includes all reports generated for export within the set eBound Book
- A&D History: List includes only A&D History reports generated within the set eBound Book
- Open Dispositions: List includes only Open Dispositions reports generated within the set eBound
Book
- Loan History: List includes only Loan History reports generated within the set eBound Book
- Open Loans: List includes only Open Loans reports generated within the set eBound Book
- NFA History: List includes only NFA History reports generated within the set eBound Book
- NFA Open Dispositions: List includes only NFA Open Dispositions reports generated within the
set eBound Book
- Correction Log: List includes only Correction Log reports generated within the set eBound Book
- Transfer Report: List includes only Transfer Reports generated within the set eBound Book
- Daily Bound Book Export: List includes only Daily Bound Book Export reports generated within
the set eBound Book
- To filter by dates (not required):
- Under the heading Start Date, select or input the oldest date of report for which you
would like a list generated
- Under the heading End Date, select or input the most recent date of report for
which you would like a list generated
- Click Run Report to proceed or Click Clear to clear all filters.
- The Export Downloads page will refresh and display only report(s) meeting
the inputted criteria.
Exporting Report Lists
- Select Report Type and input any Start Date or End Date to filter data.
- Click Run Report.
- Once Export Downloads page refreshes, you may export the list as a PDF or
CSV file.
- Click the button in the upper, right corner for the type of export you would
like to generate, PDF or CSV.
- The page will refresh, clearing all data filters, and the new, requested report
will display on the top row of the Export Downloads page.
- Once report has completed generating, click Download to download
requested PDF or CSV file.
Avoid Losing Leading 0’s in Export
How to avoid losing these leading zeroes depends upon the spreadsheet
program itself. To avoid losing leading zeroes in Microsoft® Excel®, follow
the following steps:
- Open Microsoft® Excel®.
- Open the Text Import Wizard.
- When the dialog box opens prompting the User to select the file to import,
select the .csv file of the Corrections Log Report export.
- Select the Delimited radio button. Click Next.
- In the Delimiters list, deselect the default delimiter (if applicable), and
select Comma. Click Next.
- In the screen which prompts the User to select the data format of each
column, select the Serial Number column and click the Text radio button to
format Serial Numbers as text.
- Click Finish.
To avoid losing leading zeroes in other spreadsheet programs, a quick
internet search will point Users in the right direction.