Allegiance Bank Business Online Banking User Guide
Commercial
Create a Report
Use <
To Create a Report:
Click on the Reports tab. 1. Select your report under Create New Reports options on the right side. 2. On the next screen you will be able to specify the settings for this report. Depending on the report you choose, variables include: choosing an account, date range and choice of how often the report is scheduled to be run.
3. When you are satisfied with your report options, click Save . 4. To view, edit your saved reports, or run a report, click the
icon.
27
Made with FlippingBook HTML5