ACE Portal Reports for Brokers

Sandra Langford-Coty Vice President, Customs Brokerage

OHL International (LACBFFA Board Member)

Speaker

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ACE Secure Data Portal

ACE Secure Data Portal

What is the ACE Secure Data Portal

Free, web-based access point designed to

connect CBP, Trade Partners and Partner Government Agencies

ACE Secure Data Portal Overview

Broker Employee Data Upload Create blanket declarations with nationwide

view by CBP AD/CVD non-reimbursement statements NAFTA certificates of origin Affidavit of Manufacture Importer Certifying Statement

Access AD/CVD case management and message Information database

Access Importer Security Filing (ISF) and progress reports

Reports

ACE Secure Data Portal

How To Obtain an Account:

To establish an account submit an

ACE portal application located on the “Using the ACE Secure Data Portal” page of CBP.gov:

• http://www.cbp.gov/trade/automated/getting-

started/using-ace-secure-data-portal

Getting Started with ACE Reports

Getting Started with ACE Reports

• Operating Systems / Browser / Java Version

• ACE Reports Internet Explorer 10 Compatibility View Settings

• Disable Pop-Up Blocker

Operating Systems / Browser / Java Version • The current supported software types to access the ACE Portal include:

ACE Reports Internet Explorer 10 Compatibility View Settings

• Launch Internet Explorer

• Tools

• Compatibility View Setting

• Un-tick all boxes

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Turn off Pop-up Blocker

• Launch Internet Explorer

• Tools

• Pop-up Blocker

• Turn off Pop-up Blocker

ACE Secure Data Portal Login and Launching Reports

https://ace.cbp.dhs.gov/

ACE Secure Data Portal Login

Launching Reports

• Select Accounts from the tabs across the top of the page

• From Task Selector, click the dropdown menu to View and select the correct view for your type of account (Broker, Importer, etc.) and click GO Wait for screen to refresh

ACE Secure Data Portal Launching Reports

Accounts -> Select Task -> Reports-> Launch Tool

ACE Reports Tool Settings

New ACE Reports Layout • An updated user interface for reports functionality was deployed October

31. The updated layout includes: • New landing page • Tabular reports structure • Revised training resources page

• Through the updated interface, users see more streamlined features, thereby allowing users to find reports more quickly and with greater ease.

• Effective December 7, 2015 • Both the legacy and the new reports layout will be available • The updated Home tab will be the default view/the initial view to display. • The legacy folder layout can be accessed via the Documents tab.

• Please Note: In January, a significant percentage of legacy public/canned reports will be retired due to infrequent use.

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New ACE Reports Landing Page

Report Tool Preference Settings - General

• In Report Window -> Click on Preferences

• Home tab -> ACE Reports Home Page

Report Tool Preference Settings - Web Intelligence

Navigating the Reports Portal

• Available Workspace will display based on the Role

• To run a report, select the appropriate area from the Available Workspaces

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New Workspace

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Broker Available Reports Cargo Release

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Broker Available Reports Entry Summary

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Broker Available Reports Revenue

Documents Tab – My Documents My Documents -> My Favorites

Create Folders Save Reports

Documents Tab – Public Folders • Folders -> Public Folders -> ACE

ACE Standard Reports Are Located in ACE Sub Folder

Documents Tab - Search • Search

Enter Partial Report Name -> Search

Navigate ACE Reports Documents Folder Video

Reports

Useful Reports

AM 100 Courtesy Notice of Liquidation Report

ESM 7025 CBP Forms 28,29, 4647

ESM-7024 ACE Reject Report

ESM-7001 Census Warning and Override Report

AM-066 Cargo Exam Details Report – Trade

AM-071 Cargo Entries by Filer Code Report

AM 068 Entry Summary Report ESM 7068 Entry Summary Report

AM 008 Entry Summary line Detail Report ESM 7008 Entry Summary Line Detail Report

AR-007 Periodic Statement Quickview (Importer or

Broker)

How to Run Reports ESM 068 Entry Summary Report (ACE and ACS)

ESM-7068 Entry Summary Report (ACE)

http://www.cbp.gov/document/forms/filer-codes

Tips on Report Prompts • Red – requires data • Green – narrow criteria

• “Run Query” will be greyed out until all Prompts are green

Refresh button

Date Prompt (use calendar)

Tips on Report Prompts Many values can be selected from a list To use an item from a list, select it and select the > button To remove a value from a list of prompts, select the <

button You may also type in the box and select > Add existing Values by selecting “binoculars”

Tips on Report Prompts

Must Type Capital Letters / No Lower Case Letters Enter Entry Number with no dash or space

OHL00000000 IRS Number or Customs Assigned Number search format

XX-XXXXXXXXX XXXXXX-XXXXX

Enter “list”. i.e. You can add multiple Entry numbers (no dashes) separated by a ; For example: OHL00000000;OHL11111111

Tip on Report Results

Partial Results

• Reports attempting to download more data than the report can handle will display a warning icon in the lower, right corner of the ACE Reports interface

• Moving your mouse over the icon will display a tooltip indicating that Partial Results have been returned

• Re-Run report with a narrower search criteria (i.e. date range)

How to Save “Canned” ACE Reports in My Favorites

• From Public Folders / Search - You can save to My Favorites

• This is for “canned” ACE report with no modification

How to Save Report Results

The Save icon

The Export icon

How to Apply Filter to ACE Report • Click on Beginning Cell (B12) • Apply Filters

How to Modify Reports

1. Launch the appropriate ACE Report from “Public Folders”

2. Allow the report prompts display, click on the Cancel button to display an empty report in “Reading” mode

3. From the report’s main toolbar, click on Design to switch view modes

4. Once “Design” mode is displayed, click on the Data Access tab

5. Select Edit from the “Data Providers” tab

6. The “query panel” displays providing access to all objects in the report’s universe and the ability to choose which objects to display in results and filter on

7. Add Desired Objects by dragging to results object (search by object name)

Some objects are non-compatible

8. Filter conditions Add and Remove Limit and combine sets of conditions

9. Data Preview to ensure objects are compatible 10. Click on the Run Query button to obtain report data 11. Drag Objects from Available Objects to report results in the

order you wish to display 12. Save Modified Report in My Favorite Folder for further use 13. Further Modify from My Favorite

14. Save the Report Results in My Documents

ESM-7025 CBP Forms 28,29, 4647

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

1. Launch the appropriate ACE Report

2. Allow the report prompts display, click on the Cancel button to display an empty report in “Reading” mode.

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

• Once you cancel prompts window, Retrieving Data

window will indicate “No data to retrieve in Query 1” - Click OK

The empty report will indicate the data fields that will be returned in the report without modification

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

3. From the report’s main toolbar, click on Design to switch view modes

4. Once “Design” mode is displayed, click on the Data Access tab

5. Select Edit from the “Data Providers” tab

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

6. The “Query Panel” displays providing access to all objects in the report’s universe and the ability to choose which objects to display in results and filter on

7. Add Desired Objects by dragging to results object (search by object name)

Some objects are non-compatible

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

8. Filter conditions Add and Remove (Remove

the System control from query for CBP Form 28,29, 4647 Status Report to eliminate the filter for ACE Entry Summary only)

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

9. Data Preview allows you to see the results of your query before returning to the report.

10. Click on the Run Query button to obtain report data

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

11. Drag Objects from Available Objects to report results in the order you wish to display

Modify ESM-7025 CBP Form 28,29, 4647 Status Report

12. Save Modified Report in My Favorites Folder for further use

13. Modify from My Favorite

14. Save the Report Results in My Documents

How to Modify Reports Video AM-100 Liquidation Report

How to Modify Reports Video AM-100 Liquidation Report – Available Objects

ACE Reports Data Structure

Data Object “System Source Code” & “Other Recon Indicator”

• “System Source Code” which displays either ACS or ACE. This field indicates

the system in which the entry summary was filed

• “Other Recon Ind” 001 - Entry Flagged for Recon and Open 021 – Entry Flagged for Recon and Closed

Tips on Query Filters – Wildcard • % is used as a “Wildcard” • Query Filter ->Drag Results Object down to Query Filter • Select “Matches Pattern” from Drop Down • Enter Partial HTS%

Tips on Query Filters – OR Filter • “OR” Filter • Drag Result Object to Query Filter Twice • Click on AND to change to OR • COO “Equals to”

Tips on Query Filters – Date Object • Drag “Entry Report Entry Date” • Select option “Between “ • Drop Down Arrow to Select “Objects from this Query

POST SUMMARY CORRECTION (PSC)

POST SUMMARY CORRECTION (PSC)

POST SUMMARY CORRECTION (PSC)

POST SUMMARY CORRECTION (PSC)

PERIODIC STATEMENT DETAIL REPORT

PERIODIC STATEMENT DETAIL REPORT

PERIODIC STATEMENT DETAIL REPORT • Refresh to Receive Prompts Summary

How to Share Reports • There may instances when you have an ACE Report you think would

be beneficial for others in your organization

• Save additional copy of the Report

Save

How to Schedule and Email Reports • ACE users can schedule reports, select email as a destination option to

• automatically send copy of a scheduled report to email recipients.

How to Schedule and Email Reports

How to Schedule and email Reports Video

Cancel Scheduled Report

• Click on Saved Report in Favorites

• Cancel Prompts

• Click Scheduled Report History

• Right Click -> Organize -> Delete

ESM-7024 ACE Reject Report

AM100 – Courtesy Notice of Liquidation “Canned”

“Modified”

ESM-7001 Entry Summary Census Warning and Override

ACE Exporter Accounts Training

• CSMS# 15-000749 - New ACE Exporter Account Training Materials Available on CBP.GOV

• CSMS# 15-000732 - New ACE Export Webinar Recording and Presentation Slides Available on CBP.gov

• ACE Account Creation - Exporter Accounts QRG • http://www.cbp.gov/document/guides/ace-account-creation-exporter-

accounts-qrg

ACE Training and Reference Guides

ACE Monthly Trade Messages • CSMS Subscription Form

Search CSMS

ACE Training and Reference Guides

ACE Reports Training and User Guides

ACE Outreach Events and ACEopedia

ACEcopedia current and future development, details the benefits and status of all deployed ACE features

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New ACE Reports Home Page, Training Page, Navigating Structure

ACE Support • How to contact the ACE National Help Desk

• Contact the help desk at 1-866-530-4172 Select option one (for ACE support) followed by option one (for ACE password support) or option two (for ACE trade support,

• e-mail at: ACE.Support@cbp.dhs.gov

• Have the following information available when calling:

Standard Carrier Alpha Code for carriers Importer of record number for importers Filer code for brokers

ACE Monthly trade update tips

Uploading Documents via the ACE Portal for Entry Summary

Step 1: Click on Upload Documents

Step 2: Enter the Action # from the ABI UC2 Message Step 3: Browse the File, Attach the File and Click on Save UC 7 Message acknowledgement

Modify AM-008– Primary SPI Indicator Filter–Equal to “Q”

Modified GSP Report

Thank You!