Generate the Monthly Transaction Report

The Monthly Transaction Report provides a list of all detailed policy activity submitted and registered during the selected month.

 

  1. Navigate to the Reports screen by clicking the Reports tab.
  2. Click the Monthly Transaction Report hyperlink in the Reports panel.
  3. Select options or enter information in the available controls.
  4. Select an Output Format.
  5. Click Generate Report.
  6. To view the report, open the downloaded report file.
Hints:

The default output format is PDF.

Change the report output format by clicking the dropdown field and choose one of the following: