Brokerage Engine Support

How to Generate a Transactions By Tag Report


Overview:

In this article, we'll review How to Generate a Transactions By Tag Report in the System. For your convenience, three resource types are available: 

***The location of this report will have changed as of 02/17/23. Please review the new file path below. Click Reports > Management > Transactions By Tag***


Quick Reference:






Video Example:


For a complete video walkthrough on How to Generate a Transactions By Tag Report, watch the below video. 















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