Reporting View¶

Reporting menu highlighted on the Transact Portal navigation bar

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.

Custom report builder with From Date, To Date, Offering, and Select Report Data fields

Fields Available and Selected Fields selectors with Generate Report and Save As Custom Report buttons

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). See Trade Review.

View your Exports¶

Dashboard > Reporting > View your Exports

View your Exports button highlighted on the Reporting toolbar

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.