Print Filing
The Print Filing Report shows all Security Filings created within a set of specified date parameters, either with the most recently transmitted data or the current filing data as maintained within ONESOURCE ISF. This report screen can be opened by
choosing
“Print Filing” from the “Reports” menu.
Generating a Print Filing Report
To
generate
a Print Filing Report, first select
a transmission status (Transmitted ISF or Untransmitted ISF).Determine whether to include internal notes from the “Notations” tab of the “Edit Security Filing” screen. To
include
notes, check
“Add Notation Info”. Notes are optional. Click
on the “Filter On” drop-down and choose
a date type.
Apply
date filters (“Start Date” and “End Date”) for the report. Select
the report format type (Adobe PDF, Microsoft Excel, Microsoft Word), and then click
“Generate”.
Related Content
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Importer Security Filing (ISF)
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