What transaction reports are used for
Transaction reports can be used to:
Review financial activity within a file
Support reconciliation of accounts
Prepare information for court filings or internal review
Share transaction details with external parties
Maintain audit trails and supporting documentation
Available export formats
Transaction data can be exported in different formats depending on how the information will be used:
Excel for analysis, reconciliation, and data manipulation
PDF or Word for sharing, reporting, or documentation
Available formats vary in how data is presented, such as:
Inclusion of notes or additional transaction details
Grouping or formatting of transactions for reporting purposes
Layouts tailored for review, reconciliation, or presentation