FirstNet Adviser help

A transaction summary gives you an overview of your clients' transactions on a weekly, fortnightly or calendar month basis.

If weekly or fortnightly reports are chosen, they will be delivered by email in CSV format which can be opened in most spreadsheet, word processing and database packages to allow you to view or manipulate data.

If monthly is chosen, the report will be produced and stored on FirstNet Adviser. You can retrieve your report by selecting Reporting from the top navigation menu and Retrieve reports from the left navigation menu.

You can elect to receive an email notification when the monthly Transaction report is ready for download.

You will be able to access the last four versions of transaction Summaries in FirstNet Adviser. If you require information about transactions dated earlier, you can use the Transaction search function.