Generating Reports
Teraview offers a number of different reports that can be generated by following the steps below.
To create a Docket Summary report:
- From the toolbar icons at the top of the screen, select the Administration icon
.
The Administration pane opens.
- In the Dockets section, select Docket Summary Report.
The Docket Summary Report window opens.
- Limit the Dockets displayed to All, Active, or Inactive from the Filter by options.
- Enter the Docket ID or Name, or enter the first few characters of the name, followed by an asterisk *, and select Search.
Note: You can also refine your search using one of 
these methods.
| Search Operator * | User Enters: | Search Result |
|---|---|---|
| No asterisk * - enter an exact match of the name | smith |
|
| Asterisk * at the beginning - this will display results ending in the characters following the asterisk | *smith |
|
| Asterisk * at the end - this will display results starting with the characters entered before the asterisk | smith* |
|
| Asterisk * in the middle - this will display results starting and ending with the characters on either side of the asterisk | smith*abc |
|
| Multiple asterisks* - this will display results with the entered characters separated by asterisks | *1*2*3* |
|
The matching Dockets will appear in the Docket ID list.
- Select the correct Docket.
- Select the appropriate Report Duration option.
- This Session - This option will limit the report to data created from current session login
- Selected Date/Time Range - This option will generate a report based on a specific date and time range. Enter the appropriate date and time
- Select View.
The report opens in a PDF window.
- To download the PDF to your computer, if desired, click the Download All button.
- Save or print the file, as desired.
To generate the Docket Tax/Fee Summary report:
- From the toolbar icons at the top of the screen, select the Administration icon .
The Administration pane opens.
- In the Dockets section, select Docket Tax/Fee Summary.
The Docket Tax/Fee Summary Report window displays.
- Limit the Dockets displayed to All, Active, or Inactive from the Filter by options.
- Enter the Docket ID or Name, or enter the first few characters of the name, followed by an asterisk *, and select Search.
Note: You can also refine your search using one of these methods.
| Search Operator * | User Enters: | Search Result |
|---|---|---|
| No asterisk * - enter an exact match of the name | smith |
|
| Asterisk * at the beginning - this will display results ending in the characters following the asterisk | *smith |
|
| Asterisk * at the end - this will display results starting with the characters entered before the asterisk | smith* |
|
| Asterisk * in the middle - this will display results starting and ending with the characters on either side of the asterisk | smith*abc |
|
| Multiple asterisks* - this will display results with the entered characters separated by asterisks | *1*2*3* |
|
The matching Dockets will appear in the Docket ID list.
- Select the correct Docket.
- Select the appropriate option for Report Duration.
- This session - This option will limit the report to data created from current session login.
- Selected Date/Time Range - This option will generate a report based on a specific date and time range. Enter appropriate date and time.
- Select View
The report opens in a PDF window.
- To download the PDF to your computer, if desired, click the Download All button.
- Save or print the file, as desired.
To generate the Document Preparation Report:
- Select an Instrument from the Instrument List.
- From the green arrow menu,
select Document Preparation.
The Document Preparation Report Options window opens.
- Using the checkboxes, select Attachments and/or Land Transfer Tax Statements Report, if available.
- Select PDF.
- Select Cancel to return to the Instrument list.
The report displays in a PDF window.
- To download the PDF to your computer, if desired, click the Download All button.
- Save or print the file, as desired.
Deposit Account Maintenance Report
To generate the Deposit Account Maintenance Report:
- From the toolbar icons at the top of the screen, select the Administration icon .
The Administration pane opens.
- Under the Account Management section, select Deposit Account Maintenance Report.
The Deposit Account Maintenance Report window displays.
- Enter the Selected Date Range for the required report.
- Select OK.
The report displays in a PDF window.
- To download the PDF to your computer, if desired, select the Download All button.
- Save or print the file, as desired.
To generate the Deposit Account Activity Report
- From the toolbar icons at the top of the screen, select the Administration icon .
The Administration pane opens.
- Under the Account Management section, select Detailed Activities Reports.
The Detailed Activity Report window appears.
- From the Report drop-down menu, select Deposit Account Activity Report.
- Enter the start and end dates for the date range in YYYY/MM/DD format, or select the dates from the calendar.
- Select the single arrow to move to the next or previous month
- Select the double arrow to move to the next or previous year
To view, save, or print the report
- Select View.
The report opens in a PDF window.
- To download the PDF to your computer, if desired, select the Download All button.
- Save or print the file, as desired.
- From the Export drop-down list, select the desired report format.
- CSV (Comma Separated Values) - Generates an Excel spreadsheet with each field of text in its own cell
- CSV with headers - Generates an Excel spreadsheet with each field of text in its own cell and a descriptive header at the top of each column
- TSV (Tab Separated Values) - Generates a text file with each field of text in a column
- TSV with headers - Generates a text file with each field of text in a column, and a descriptive header at the top of the column
The report is generated, and will appear in your Downloads, at the bottom of the screen.
- Save or print the file as desired.
To generate the Electronic Registration Activity Report
- From the toolbar icons at the top of the screen, select the Administration icon .
The Administration pane opens.
- Under the Account Management section, select Detailed Activities Reports.
The Detailed Activity Report window appears.
- From the Report drop-down menu, select Electronic Registration Activity Report.
- Enter the start and end dates for the date range in YYYY/MM/DD format, or select the dates from the calendar.
- Select the single arrow to move to the next or previous month
- Select the double arrow to move to the next or previous year
- From the Sort By options, select either Docket or Date to sort the report data.
To view, save, or print the report
- Select View.
The report opens in a PDF window.
- To download the PDF to your computer, if desired, select the Download All button.
- Save or print the file, as desired.
- From the Export drop-down list, select the desired report format.
- CSV (Comma Separated Values) - Generates an Excel spreadsheet with each field of text in its own cell
- CSV with headers - Generates an Excel spreadsheet with each field of text in its own cell and a descriptive header at the top of each column
- TSV (Tab Separated Values) - Generates a text file with each field of text in a column
- TSV with headers - Generates a text file with each field of text in a column, and a descriptive header at the top of the column
The report is generated, and will appear in your Downloads, at the bottom of the screen.
- Save or print the file as desired.
Acknowledgment and Direction Report
To generate the Acknowledgment and Direction Report:
- Select an Instrument from the Instrument List.
- From the green arrow menu in the top right corner, select Acknowledgment and Direction.
The Acknowledgment and Direction Report Options window opens.
- Using the checkboxes select Attachments and/or Land Transfer Tax Statements Report, if available.
Note: You may only select Attachments if there are existing attachments associated with the Instrument.
- Select English or French from the Report Language options.
- Enter the Party name, and select the Add Name button.
- Using the checkboxes, select the Party Name(s) needed.
Tip: To select all Party Names, select the check-box beside the Party(s) Name.
- If needed, enter a subject in the Re: field.
- Select PDF.
The report displays in a PDF window.
Note: You can also access the Document Preparation report and Land Transfer Tax Statements Report, if selected, from the displayed PDF window.
- To download the PDF to your computer, if desired, click the Download All button.
- Save or print the file, as desired.
Paper Registration Request Report
To generate the Paper Registration Request Report:
- Select the paper registration Instrument in the Instrument List.
- From the green arrow menu, select Paper Registration Request.
The Paper Registration Request Options window opens.
- Using the checkboxes select Attachments and/or Land Transfer Tax Statements Report, if available.
Note: You may only select Attachments if there are existing attachments associated with the Instrument.
- Select PDF.
The Paper Registration Request Summary Report window displays.
- Select the document(s) from the available options and print, download, or save using the standard Adobe PDF options, or select Download All.