Customizing the
Balance History Report
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The Balance History Report can be set up to provide the balance history for all your accounts, or for specific accounts you select.
1. From the Account Information menu, select Balance History then Balance History Report.
2. On the Balance History screen, click on the create link to access the Create a Custom Balance History screen. · The list on the left displays all available accounts · The list on the right shows any accounts that have been assigned to this Report ID.
3. In the Report ID field, enter the name of the new report.
4. To assign an account to the Report ID, highlight the account in the Accounts Available list and click on the > button.
To remove an assigned account, highlight the account in the Accounts Assigned 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 under the Report ID that you assigned and the new ID will appear as one of the options in the Reports dropdown menu. |
Related Topics
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Setting a Balance History Default
Modifying/deleting a Balance History Report ID