Generate the Submission Detail Report

The Submission Detail Report provides detailed information on each registered transaction, grouped by submission, for a specified Broker in a specified month/year.

 

  1. Navigate to the Reports screen by clicking the Reports tab.
  2. Click the Submission Detail 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: