While most TransactAPI landing pages have specific reporting capabilities, the Reporting View is a one-stop location for generating reports, creating customized reports and finding previously exported data.
To generate a custom report, select the category of report that is desired, customize the report by selecting from the Fields Available table, then either generate the report, or save it as a custom report.
The Trade Review page of the TransactAPI admin portal is the best location to view / export multiple reporting categories all in one report (ie trade, party, account, e-sign status, etc). More information on the Trade Review page can be found HERE.
All previous exports will show by navigating to the Exports page by selecting View your Exports. All previously generated reports can be downloaded and viewed here.
Updated about 1 year ago