Report Generation
Delivering a report
The final steps to review, sign off on, and deliver a finished report to your client.
Delivery is the last stretch: confirming the report is complete, signing off, and sending it where it needs to go.
Review and sign off
Before you deliver, make a final pass over the report and clear any outstanding compliance flags. Signing off is your attestation that the work is complete and the conclusions are yours.
Deliver and retain
Send the finished report to your client or the required portal — as a PDF, and as MISMO XML where that is expected. Afterward, the order and its workfile are retained so your record of the assignment stays intact.