Transaction Summary Report

To retrieve a summary report of sent messages for a period of time:

Enter the date ranges in the From and To fields, or select one of the following date range options from the drop-down menu:
- Today
- This Week
- This Month
- This Year
Indicate the applicable message statuses that you would like to include in the report:
- Received — At least one recipient has viewed the package.
- Waiting — No recipients have viewed the package.
- Recalled — Sender has recalled the package before any recipient viewed it.
- Archived — Sender has moved the package to the archived folder.
- Deleted — Sender has moved the package to the deleted folder.
- Purged — Sender has purged the package from the system.
Click the Run Report button to view the Transaction Summary Report.
The Transaction Summary Report includes the following columns:
- Date — The date on which the message and/or attachment was sent.
- Loan Number — The applicable loan number, if referenced in the message.
- Reference Number — The applicable reference number, if referenced in the message.
- Borrower Name — The name of the borrower for the reported transaction.
- Subject — The subject line of the message.
- Tracking # — Use the tracking number link for an individual message to open or view its content.
- Size — The total size of the message and/or attachments. The size is determined by totaling the size of all attachments and the message body.
- Recipient — The e-mail address of the recipient(s) of the message and/or attachment.
- Status — The status of the message and/or attachment.
- Status Date — The date on which the current status change occurred.