How can I generate the Organizational Transaction Report?
Any member of your organization can generate this report, detailing the billable transactions for a defined period of time (maximum of 90 days).
Report Details
- Transaction ID
- Date
- Transaction Pay Date
- Basket Reference
- Client Reference ID
- Writ File Number
- Description
- Username
- Organization
- Statutory Fee
- ELRSA Fee aka Service Fee
- Subtotal
- HST
- Quantity
- Amount Invoiced
- Amount Paid
To generate the Organizational Transaction Report:
- From the menu, select Reports, then Organizational Transaction Report.
The Organizational Transaction Report screen displays.
- Select the start and end dates for the report.
- Select Search.
The results display.
- If desired, select the number of results from the Page size option.
Note: This selection will not affect the output of the report, just the results display.
- Select Export as Excel or Export as CSV.
The report downloads, displaying the first 1500 records.
- Print or save as you normally would.
