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. For these fields, select the range of values to include in the report:
    • Partner ID
    • Transaction Date
    • SRO Num
  3. Select the information 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.
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