Skip to content
English
Go to northcapital.com
  • There are no suggestions because the search field is empty.

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:

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

3. You will be directed to the new page where you can quickly access your data:

 

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.