The following process outlines how to run the CRA Filing Wizard process.
Step 1 Log into CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the name of theuser logged in.
Step 2 Click Filing
Step 3 Click CRA Filing Wizard
Step 4 Select the desired Result Set
Step 5 Click the Validate button
5.1 Click the green Success box that will pop up in the bottom right hand corner of the window
Step 6 Click the Run Exception Report button to get detailed report of records and their exceptions
Step 7 Click Show Error Report for list of records with edits
7.1 Click a record within the list and click Edit Account button to edit record within Data Entry
Step 8 Click Create LR File to create submission file
Step 9 Verify information within the Submission File section
Step 10 Enable or disable any items within the Option section:
- Internet Submission
o If disabled, select CD-ROM or Diskettes as alternative format.
- Override Validity Checks: if enabled, the file will be created even if it includes exceptions
Step 11 Select Micro Data option:
- Exclude: Only Composite and Assessment Area records will be present in the file
- Include with LR Data: Micro, Composite and Assessment Area records will be present in the file
- Micro Data file Only: Only Micro data records will be present in the file
Note: If submitting via Web, the Include with LR Data will be necessary in order for all required records and data to be present when creating the LR within FFIEC’s Data Entry software.
Step 12 Click the Build LR File button in the bottom right hand corner
Step 14 Click the green Success box that will pop up in the bottom right hand corner of the window
Step 15 To create the submission file, click the Download LR File button
Step 16 Select the destination and file name for the CRA LR within the Windows Explorer box that pops up
Step 17 Click Save
Step 18 To print the LR totals, click the Print LR Totals Report button
18.1 Click the PDF Export button in the bottom right hand corner to save an electronic copy of the report
Article Reference CNX504