Getting Started | Index
Description
- Select a report template from the Reports dropdown list.
This list includes all Bank-defined and User-defined reports in the order defined on the Edit My Reports List.
- Enter a name of the report in the 'Name' Field.
- Enter a description for the report in 'Description' field.
- From the account list, select the accounts you would like displayed on the report.
Note: If you have been assigned greater than 100 accounts a 'Select Accounts' button will be
displayed. Click the button and select the applicable accounts.
- Select a Date Range from the dropdown list.
- Select an Output format from the dropdown list.
- Select the options you want to include in your report.
- Click the Save button. The save button will be read either 'Save Report' or 'Save and Continue',
depending on the report selected.
- If you have selected a Consolidated Balance Report or Net Change Summary Report, you will be prompted to sort
your accounts/groups in the order you wish them displayed on the report. Enter a number in order field
in the order you wish them displayed.
- Click 'Save Report'
Note: If you have selected 'User-defined' as a date range you will be prompted to enter a start and end date
each time you generate this report from the 'My Report' page or schedule the report.