Tools & Resources
Overview Tour
Information Reporting: Viewing & Filtering Options
Reports in the Other Statements, Other Reports, and ACH Reports segments have multiple options for viewing and filtering reports by date and / or account range.
Viewing Options
Reports that have a view and filter button display their information in a "static" report format.
Viewing Options
Selecting the view button runs the most recent version of a report with all enrolled accounts included.
Viewing Options
Selecting the filter button allows users to filter a report's results by date and / or account range.
Viewing Options
Reports that have only a filter button require users to select a date or range first. A list of available PDFs to view (based on selected dates) is then displayed.
