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Transaction Reports

Use a transaction's Reports tab to create client-ready Transaction Summaries from live transaction data. Reports can include property details, contacts, tasks, documents, key dates, custom notes, and other sections defined by your Transaction Summary templates.

Formerly Situation Report (SitRep)

The Transaction Summary was previously called the Situation Report (SitRep). Only the name changed: existing templates, schedules, and settings carry over. The PDF is now titled TRANSACTION SUMMARY, and its file name is Transaction-Summary-yyyy-MM-dd.pdf.

Transaction Reports tab with report template, section toggles, PDF, schedule, and send controls

Open the Reports tab​

  1. Open a transaction
  2. Click Reports
  3. Review the transaction summary and selected report sections

The page loads the current property details, participants, task counts, document counts, and key-date rows so you can confirm the report content before sending or downloading.

Choose a report template​

Use Report Template to choose a saved Transaction Summary template (for example, Standard Transaction Summary), or use Custom to manage the section choices manually.

When you choose a template, DocJacket applies that template's saved sections. You can still override the section toggles on the transaction report before generating or sending.

See Transaction Summary Templates for template setup.

Select sections​

The Report Sections controls decide what goes into the generated report. If the transaction already has a delivery schedule, section changes are saved to that schedule automatically after a short delay. If there is no schedule yet, section changes apply to the current Generate PDF or Send to Client action.

Use Custom Notes for one-off report notes, such as a cover message or client-facing update. Internal transaction notes are separate and come from the transaction overview.

Generate files​

The transaction Reports tab includes these file actions:

  • Export file record — exports the transaction's communication log and documents as one archive for your compliance file. See File Record & Communication Log.
  • Generate PDF — downloads the Transaction Summary PDF with the selected sections (file name Transaction-Summary-yyyy-MM-dd.pdf)
  • Print Checklist (under More) — prints the transaction's task list as a checklist PDF, with due dates and completed tasks checked off. The Print button on the transaction's Tasks tab opens the same PDF. See Print a task list.
  • Commission Statement (under More) — downloads a commission statement PDF for the transaction. See Commission statement.

PDF branding uses your organization's report colors and footer text from organization settings.

note

The Reports tab holds two different things. The status report is what you send to a client — property details, key dates, task progress. The file record is the compliance archive you keep: the full email and text history plus every document. If you already use CTM, SkySlope, or Dotloop for broker review, the file record is what you export at closing to file alongside it.

Commission statement​

DocJacket can generate a realtor commission statement as a PDF for a deal. On the deal's Reports tab, click More, then Commission Statement. The file downloads as CommissionStatement- followed by the date, for example CommissionStatement-2026-01-15.pdf.

The PDF has these sections:

  • Transaction Summary - Purchase Price, Earnest Money, Closing date, and the buyers and sellers.
  • Commission Details - the Listing side and Buyer side, each with rate and amount; any Seller credit; Total commission; and the Referral fee (shown for information only).
  • Agents and brokerage - the Listing Agent and Buyer's Agent, each with license, brokerage, phone, and email, plus the Brokerage of Record.
  • Closing Parties - Title Company / Attorney, Escrow, and Lender.

The statement has no admin or TC fee line. It downloads to your computer and is not saved to the deal's Documents. To send it to the title company or anyone else, download it, then attach it in the deal's email composer with Attach > Upload from computer.

Send to clients​

Click Send to Client to send a Transaction Summary with the selected report sections by email. You can choose transaction contacts with email addresses and add extra email addresses manually.

If Gmail or Outlook is connected, the report email sends from your connected mailbox. Otherwise, DocJacket sends it and BCCs you.

Schedule delivery​

Use Schedule Delivery to send recurring Transaction Summaries. A schedule includes:

  • Daily or weekly frequency
  • Day of week for weekly reports
  • Send time and time zone
  • Report template
  • Recipients from transaction contacts or typed email addresses

You can pause, resume, edit, or delete the schedule from the Delivery Schedule card.