Transaction Report

You can use the Transaction Report to view and print transaction information for a desired time period.

1. On the Reports menu, click Transaction Report.

2. On the Report tab, enter the following information:
   1. Client – Enter the agent or insured ID code. Alternatively, you can click to open the Select Account search window to select an agent or insured from a list. Leave this box blank to run the report for all agents/insureds.
   2. Starting Date – Type or click to select a start date for the report, that is, the oldest date on the report.
   3. Ending Date – Type or click to select a start date for the report, that is, the most recent date on the report.
3. Click OK to view or print the report or click Cancel to abandon this process.

See Also