Step 1
Status codes – Click on the 
Step 2
Forms – Click on the
Step 3
Click on US CPI or Non-US CPI (should auto-populate)
Step 4
The Date Type will auto-populate to Form Due Date.
| Critical Forms Due On Time | Forms Due during Previous Trimester |
|---|---|
| Click on CPI Period to equal Due Now (the start and end date will auto-populate)  |
Click on CPI Period to equal Due in Previous Period (the start and end date will auto-populate)  |
Step 5
Click on Search to generate list
Step 6
On the Forms Grid, filter Forms Category. Select Filter
| Critical Forms Due On Time | Forms Due during Previous Trimester |
|---|---|
Forms Category to equal Critical |
Forms Category to equal Critical, Study, or Other CPI (depending on category want to view) |
Step 6b (INTERNATIONAL CENTERS ONLY)
On the Forms Grid, filter Event date for dates “greater than or equal to” January 1, 2022.
Select filter
Step 7
On the bottom of the Forms Grid, the number of forms due for the designated category will appear.
Step 8
On the top left of the Forms Grid, an Export to Excel option is available.
Step 9
Critical Forms On Time only
It is important to note the form due date on the Forms Grid. These forms need to be completed before the form due date to be counted for this category.
Last modified:
Feb 24, 2026