Creating a Transaction Report |
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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 button in the top left section of the Assyst Real Estate main page. 2.Enter a start date in the Start Date field. •You cannot select a start date that is more than 90 days before the current date. A message is prompted if you do it. 3.Enter an end date in the End Date field. •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. Note: For more details on how to use the calendar, refer to the Calendar section. 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. Note: The Report Generated for Legal Counsel field is only displayed for legal assistants. 5.Click the Create button to generate the transaction report according to the dates. Note: You can cancel the creation of the transaction report at any time by clicking the Cancel button in the Transaction Report window. The transaction report you asked for a given period is generated and displayed in a Web page. |