User Help System




Reports offer both basic and advanced search options to generate, customize, and retrieve reports displaying fees and fee discount programs. Other reports are also available to assist in determining how fees were applied and to whom the fees will be billed.

Data available for the reports is the current month to date, plus the three prior months. All reports are viewable in PDF format and may also be extracted into any machine readable format. The exception to this is the Condensed Trade Detail Extract, which is available for extraction only.

: For an overview of Report functions, view this video tutorial

Accessing Reports

Select Reports from the navigation menu.



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