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38.5. QUICK TIP - Including Specific Transactions

By default, the 497 report includes all transactions covered by the reporting requirements and the report criteria used. If a transactions pulls to the report that does not need to be included (for instance, a transaction that has been previously reported), it can be manually deselected before generating the report. To manually select or deselect transactions, take the following steps:

1. After selecting the report criteria but before clicking "Generate Report," select the "Transaction List" tab on the criteria page.

 

2. Click the blue "Transaction List" button. This will generate a preview of the transactions that will be included on the report.

 

3. Uncheck the box next to any transactions that do not need to be included. Alternatively, uncheck the box at the top of the list to uncheck all transactions, then check the box next to any transactions that need to be included.

4. Once all selections have been made, click "Generate Report."