What is the Partner Report?

The Partner Report summarizes the balances and activity for each organization and includes data on the business type, the accounts opened and closed, the debits and credits, posted interest, and unassigned transactions during the time range selected.

To view this report, log in to ZEscrow and select the "Reports" menu item on the left-hand side of the screen. Use the drop-down to select "Partner Report" and specify the date range you wish to view. Then click "Run". A summary of the organization's balances and activity will be generated. You can download the report by selecting “Export CSV” to download a spreadsheet version of the report.