U.S. Department of Health & Human Services

How to Generate and View Reports

This job aid assists users designated as an Application Owner, Organization Administrator, or System Administrator on how to generate and view reports.

NOTE: If you are accessing XMS on a mobile device, you will not be able to access reporting features.

  1. Log into XMS (https://xms.hhs.gov) using one of the methods presented on the login page. For quick and easy access to your applications, add this page to your browser favorites or create a desktop shortcut.

    XMS Login Page

  1. A "Reports" section will be displayed on your dashboard. Click the "New Report" button to generate a new report.

    XMS Dashboard with 'Reports' tab highlighted

  2. On the Reports Management page, select a report from the drop-down list.

    NOTE: If the selected report does not require a specific organization/application to be selected, continue to step 5.

    Reports Management Page

  1. An additional drop-down list will appear for reports that require a specific organization/application to be denoted. Select the target organization/application from this list.

    Generate Report(s) section with additional application and organization drop-down lists highlighted

  2. After all required form fields have been filled, click the "Submit" button.

  3. All reports will be generated in a downloadable PDF format. Select the download to view and/or save the report.