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Custom Reports

You can create custom Previous Day and Intraday reports.

You can use the following filters so that you do not need to filter reports each day (or multiple times a day):

  • Balances Only
  • Balances and Transaction Details
  • Transactions Only
  • Various Date Ranges
  • Accounts

Yes. When saving a newly created Previous Day or Intraday Custom Report you are able to name the report(s) whatever you choose. The name of the report(s) will then be displayed in “My Saved Reports” for future use.

Yes. You can download Custom Reports into a variety of file formats; the same formats that “standard” Previous Day and Intraday reports can be downloaded to.

Not at the current time. Custom Reports created by an individual user cannot be shared with other users at the company. Each user creates their own Custom Reports for their User ID.

Not at the current time. Custom Reports must be run manually – just like a standard Previous Day or Intraday report.