Running the Unified Transaction Report

Use the Unified Transaction Report to generate a partner transaction history. Follow these steps to run the report:

1. Open the Unified Transaction Report.
2. Specify the range of values to include in the report:
   • Partner ID
   • Transaction Date
   • SRO Num
3. Select the information you want to include in the report:
   • Include Material
   • Include Labor
   • Include Miscellaneous
   • Notes
   • Page Break By Partner
   • Print Posted Transactions
   • Print Unposted Transactions
   • Print Internal Notes
   • Print External Notes
4. Click Preview to view an output of the report.
5. Click Print to run the report and print the output.

Related Topics

About Partners