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Transaction Report - Advisor
Transaction Report - Advisor
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Written by Exempt Edge
Updated over a week ago

The Transactions Module gives you the ability to search for a list of specific transactions and then export them into a detailed report.

  1.  To do this, filter your results by utilizing the drop down and open field options on the main Transactions Module dashboard.

2. Once you have the desired filters applied click Search. You can review your results, adjust the filters or export the information (as a .CSV file).

3. If you choose to export by hitting the green Export button - your report will then be queued to the Report Export tab in the Reports Module. 

4. Once there, you can download the file after it has processed. Please note, it may take a few minutes to generate.

 

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