---
title: How do I access the new Reporting Module in TransactAPI?
description: The new reporting module will be publicly available soon, but in the meantime please follow these steps to access it.
---

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# How do I access the new Reporting Module in TransactAPI?

## The new reporting module will be publicly available soon, but in the meantime please follow these steps to access it.

1\. Log into your TransactAPI dashboard. You will see this URL:

![](https://support.northcapital.com/hs-fs/hubfs/Transact_API-jpg-Feb-28-2025-07-59-13-7091-PM.jpeg?width=557&height=50&name=Transact_API-jpg-Feb-28-2025-07-59-13-7091-PM.jpeg)

2\. Delete /client/dashboard from the URL and input /export and push Enter to load the new module URL:

![](https://support.northcapital.com/hs-fs/hubfs/Transact_API-jpg-Feb-28-2025-08-00-16-3149-PM.jpeg?width=454&height=51&name=Transact_API-jpg-Feb-28-2025-08-00-16-3149-PM.jpeg)

3\. You will be directed to the new page where you can quickly access your data:![](https://support.northcapital.com/hs-fs/hubfs/Transact_API-jpg-Feb-28-2025-08-02-39-3396-PM.jpeg?width=670&height=410&name=Transact_API-jpg-Feb-28-2025-08-02-39-3396-PM.jpeg)

 

### How to find the most commonly used reports

**Trade Review** - Report Type = Trade Review

**KYC/AML** - Report Type = KYC AML

**Party, Account, Trades** - Report Type = Custom, Resource = TAPI Party / TAPI Account / TAPI Trades, etc.

 

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