Customizing the Account Details Report

The Account Details Report can be set up to provide account details for all of your accounts

or for specific accounts you select.

 Note: You cannot rename a Report ID you must delete the existing ID and create a new one with the desired name.

1. On the Account Details screen, click on the create link to access the Create a Custom Account Details screen.

· The list on the left shows all available accounts.

· The list on the right shows any accounts that have already been assigned to this Report ID.

2. In the Report ID box, enter the name you would like to assign to the new Report ID

3. To assign your accounts to the Report ID, highlight the account or accounts in the Accounts Available on the left side list and click on the  >  button.

4. To remove an assigned account, highlight the account in the Accounts Assigned right side list and click on the <   button.

5. To schedule the report select ‘Yes’ option for the Schedule Report and then select the starting date, frequency and time for the Schedule.

Note: Scheduled reports will be available within 15 min of the selected scheduled time.

6. When you have finished assigning accounts to the Report ID, click on the Save  button.

Your changes will be saved and this new Report ID will appear as one of the options in the Reports dropdown menu.

Related Topics

About the Account Details Report

Viewing/Printing the Account Details Report
Setting an Account Details Default

Modifying/Deleting a Custom Account Details Report ID
Advanced File Exports
Custom File Exports
Additional Help