Skip to main content

Transaction Reports

Generate professional status reports to share with clients, agents, or your team. Reports pull live data from the transaction and can be exported as PDFs.

Generating a report​

  1. Open a transaction
  2. Go to the Reports section
  3. See a live preview of the report

Customizing sections​

Toggle which sections to include in the report:

  • Milestones — Timeline progress and upcoming deadlines
  • Tasks — Task completion status
  • Documents — Document checklist status
  • Contacts — Key parties involved
  • Financials — Purchase price, earnest money, loan details

The preview updates in real time as you toggle sections on and off, so you can see exactly what the final report will look like before generating the PDF.

Sharing reports​

Once you're happy with the report, you can:

  • Download as PDF — Save it locally or attach it to an email
  • Send directly — Email the report to contacts from within DocJacket