Creating a Transaction report

You can generate a transaction report at any time. The report is immediately produced and displayed in HTML format in a Web page in your Internet browser.

Legal assistants can generate reports for the lawyers/notaries they work for.

To create a transaction report

1.Click the Transaction report tab in the left section of the Settings and profile section.  This will display the Transaction report page.

2.Enter a start date in the Start date field.
The date format is Year/Month/Day.
Use the calendar tool on the right of the field to select a date.

•You cannot select a start date that is more than 6 months before the current date. A message is prompted if you do it.

3.Enter an end date in the End date field.
The date format is Year/Month/Day.
Use the calendar tool on the right of the field to select a date.

•You cannot select an end date that is before the start date. You cannot select an end date that is more than 31 days after the start date. A message is prompted if you do it.

4.For legal assistants only: select in the Report Generated for Legal Counsel list the name of the lawyer/notary you work for and for who you are generating the report.

 The Report Generated for Legal counsel field is only displayed for legal assistants.

5.Click the Get report button to generate the transaction report according to the dates. The transaction report you asked for a given period is generated and displayed in the list.

 You can cancel the creation of the transaction report at any time by clicking the Cancel button in the Transaction report window.