Automated Reports from Certify

Report	Schedule	Email Address
DSBS Report CSV file with 8(a) initial applications and annual review updates from the last 24 hours. (Certificate issue_date / Certificate updated_at) Column → duns uei tax_id tax_id_type case_number A type entry_date exit_date created_by_id created_by_date last_updated_id last_updated_email last_updated_date	Daily at 11:00pm UTC / 06:00pm EST	To: hilary.cronin@sba.gov, Terrance.Lewis@sba.gov, Rahul.Gundala@sba.gov, saritha.palley@sba.gov, vamshidhar.kolan@sba.gov bcc: management@certify.sba.gov
Daily Application Report - CSV file attached with initial 8(a) applications submitted as of today. Column → duns_number, uei, submitted at date, review status, screening due date, Firm name, firm email	Daily at 2:30pm UTC / 09:30am EST	hilary.cronin@sba.gov , julin.justin@sba.gov
8a Monthly Summary Report	Every 1st of the month at 3:00am UTC	To: geramiah.fox@sba.gov, hilary.cronin@sba.gov CSV Header: "uei","application_id","tax_identifier_number","duns","legal_business_name","cert_status","duty_station_name","duty_station_id","servicing_bos","certificate_duty_station_id","program_start_date","program_end_date","physical_congressional_district","mailing_address_line_1","mailing_address_line_2","mailing_address_city","mailing_address_state_or_province","physical_zip_code_5","govt_bus_poc_email","average_number_of_employees","entity_structure","primary_naics","naics_code_string","corporate_url"
8a_daily_summary_report 8(a) Approved and Denied Initial Applications	Daily at 01:10pm UTC / 8:10am EST	To: hilary.cronin@sba.gov, jimelica.fong@sba.gov, geramiah.fox@sba.gov, carlin.solerkanchumarthy@sba.gov CSV Header: "APP ID","UEI","Firm","Decision Date","Decision"
weekly_summary_report 8(a) Processing, 15-days letter return and Screening list for CODS	Every Monday at 01:10pm UTC / 8:10am EST	To: hilary.cronin@sba.gov, jimelica.fong@sba.gov, geramiah.fox@sba.gov CSV Header: "APP ID","Certificate Status","UEI","Firm","Submitted Date","Review Status","District Office","Case Owner","Reviewer","Processing Due Date","Day in processing","Overdue Processing","Overdue Screening"
exited_firms_daily_report Exited Firm Daily Report	Daily at 12:35pm UTC / 8:35am EST	To: hilary.cronin@sba.gov, geremiah.fox@sba.gov CSV Header: 'Firm name', 'UEI', 'exit date'
Initial Apps Submitted Report	Daily at 12:30pm UTC / 7:30am EST	To: hilary.cronin@sba.gov, geremiah.fox@sba.gov, van.tran@sba.gov CSV Header: "app_start_date","application_submitted_at","uei","legal_business_name","govt_bus_poc_email","current_app_status","review_status"
Initial Apps Started Report	Daily at 12:30pm UTC / 7:30am EST	To: hilary.cronin@sba.gov, geremiah.fox@sba.gov, van.tran@sba.gov CSV Header: "created_at","uei","legal_business_name","govt_bus_poc_email","current_app_status"