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 button in the top left section of the Assyst Real Estate main page. This will display the Transaction Report window.

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 90 days 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.

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.

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.

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.

You can print a copy of your transaction report that is displayed in the Web page by using the printing function available in your browser. You can keep the printed copy in your archives.

➢	To print a transaction report

1.	Generate a transaction report as explained above. The report is then displayed in a Web page.

2.	Click the Print link in the transaction report Web page.

3.	Right-click the transaction report Web page and select the Print option. This will open the Print dialog box.

4.	Select your printing parameters in the dialog box then click the Print button. You transaction report is printed. The Print dialog box is closed. The transaction report window is displayed again.