How to download and print reports?
Last Updated: 01/31/2018
  • To print or download your Client's completed confirmations in bulk, select the Reports tab.
  • From the Report Type dropdown select Completed Confirmations.
  • Choose from the available report options. Detailed versions will display the full confirmation detail in a PDF format, where the Summary report will provide a summary version in an .xls based format.
  • Search for the desired Client and choose the remaining report filters.