How do I run a report that will show all the transactions I have submitted for a given time period?
The SLIP+ Transactions Report provides a list of transactions reported under an agent’s license during a given period. This report can be run for any date range and can be exported to a .pdf or .csv format. To run the report, select the Reports tab on the navigation bar, and select SLIP+ Transactions Report in the dropdown box. Enter the following criteria:
- State
- Submit date (when a transaction was filed in SLIP+) or effective date (the effective date of the transaction)
- Enter the date range for the transactions you would like to include in the report
- Select the report type (.pdf or .csv)
- Click Generate Report.
PLEASE NOTE:
- Make sure your pop-up blocker is disabled before generating the report.
- If transactions have been transferred to a new agent of record, they will NOT appear on the relinquishing agent’s SLIP+ Transactions Report. Transferred transactions will appear on the current agent of record’s SLIP+ Transactions Report.