--- title: Service Report description: Service Report --- [Skip to content](https://knowledge.nexone.ca/en-ca/service-report#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) November 25, 2025 # Service Report Track everything you've done within your clients transaction from sending emails, to feedback reports to documents created and more.   1. Hover over the transaction name and click Info. ![cf5686f9-883d-46bf-ab06-a13e573d225e](https://knowledge.nexone.ca/hs-fs/hubfs/cf5686f9-883d-46bf-ab06-a13e573d225e.png?width=670&height=327&name=cf5686f9-883d-46bf-ab06-a13e573d225e.png) 2\. Click **Service Report**. ![7a69e563-3366-4188-b454-03176f3aeeb8](https://knowledge.nexone.ca/hs-fs/hubfs/7a69e563-3366-4188-b454-03176f3aeeb8.png?width=670&height=327&name=7a69e563-3366-4188-b454-03176f3aeeb8.png)  ![](blob:https://nexone.atlassian.net/7a69e563-3366-4188-b454-03176f3aeeb8#media-blob-url=true&id=96364791-b66e-4ddc-9bb4-c6842b2ddd7a&collection=contentId-2513010691&contextId=2513010691&width=1920&height=936&alt=) #### Navigating the Service Report You can even keep your client in the loop about all the work you're doing on their behalf by sending them the **Client Service Report** and checking off or starring those events you'd like them to see. 1. In the service report, navigate through the different tabs to select what to include or not in the **Client Report.** ![fa02e9dc-677d-486c-aaba-fd9cb80d88bc](https://knowledge.nexone.ca/hs-fs/hubfs/fa02e9dc-677d-486c-aaba-fd9cb80d88bc.png?width=670&height=276&name=fa02e9dc-677d-486c-aaba-fd9cb80d88bc.png)  ![](blob:https://nexone.atlassian.net/fa02e9dc-677d-486c-aaba-fd9cb80d88bc#media-blob-url=true&id=d466b5ae-37cc-46b6-bd78-20dadc028f38&collection=contentId-2513010691&contextId=2513010691&width=1899&height=783&alt=) 2\. Click on **client view** to see what it will look like on the client's side. ![f6460492-3d4b-4ad2-ab7b-50704e80c6bd](https://knowledge.nexone.ca/hs-fs/hubfs/f6460492-3d4b-4ad2-ab7b-50704e80c6bd.png?width=670&height=276&name=f6460492-3d4b-4ad2-ab7b-50704e80c6bd.png)  ![](blob:https://nexone.atlassian.net/f6460492-3d4b-4ad2-ab7b-50704e80c6bd#media-blob-url=true&id=c8f24b8b-fd87-47d7-9ee2-8513a688b471&collection=contentId-2513010691&contextId=2513010691&width=1899&height=783&alt=)  ![3169cafd-a9ec-4627-ae98-39753b0505ee](https://knowledge.nexone.ca/hs-fs/hubfs/3169cafd-a9ec-4627-ae98-39753b0505ee.png?width=670&height=233&name=3169cafd-a9ec-4627-ae98-39753b0505ee.png) ![](blob:https://nexone.atlassian.net/3169cafd-a9ec-4627-ae98-39753b0505ee#media-blob-url=true&id=a1efee72-d32d-4fc8-9710-65851f7df8d2&collection=contentId-2513010691&contextId=2513010691&width=1899&height=660&alt=) 3\. Once you confirm that it looks good to you, go back in the service report and click on **Share** and send the email to your client. ![781b503c-5e06-409e-af3d-1a469014def9](https://knowledge.nexone.ca/hs-fs/hubfs/781b503c-5e06-409e-af3d-1a469014def9.png?width=670&height=293&name=781b503c-5e06-409e-af3d-1a469014def9.png)  ![](blob:https://nexone.atlassian.net/781b503c-5e06-409e-af3d-1a469014def9#media-blob-url=true&id=4a9db755-e18c-4ab7-b262-4d555c8d28e2&collection=contentId-2513010691&contextId=2513010691&width=1899&height=830&alt=)  ![785e10b1-f9c9-4982-9447-60288d68d868](https://knowledge.nexone.ca/hs-fs/hubfs/785e10b1-f9c9-4982-9447-60288d68d868.png?width=670&height=517&name=785e10b1-f9c9-4982-9447-60288d68d868.png) ![](blob:https://nexone.atlassian.net/785e10b1-f9c9-4982-9447-60288d68d868#media-blob-url=true&id=c501d4bc-f848-48f6-9756-f22a055d14cb&collection=contentId-2513010691&contextId=2513010691&width=843&height=651&alt=) Make sure you provide them with the email address indicated in your client folder in NexOne as they will need it in order to access the service report. ![fa053ccd-8bb4-4442-9cd3-f1ffe2aaf294](https://knowledge.nexone.ca/hs-fs/hubfs/fa053ccd-8bb4-4442-9cd3-f1ffe2aaf294.png?width=586&height=410&name=fa053ccd-8bb4-4442-9cd3-f1ffe2aaf294.png)   - 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