Standard report types enable you to generate a report based on predetermined criteria. Custom reports enable you to filter a report based on additional report criteria.
For example, in addition to standard report criteria, a custom Transfer History report enables you to add a second account to form an account range, specify an amount range, and sort report information by certain criteria (for example, by date or status). Depending on the type of report you are generating, report criteria vary. For detailed information on required criteria for each report type, see:
To generate and display a report, provide information for the report criteria fields, then click Generate Report.
Setting report header and footer
Click the Set Report Header/Footer button to open the Set Header/Footer window.
In the Show Header Information section, select or clear header information options. You can also enter a different report title in the field provided.
In the Show Footer Information section, select or clear the Extra Footer Line. If necessary, enter a different footer line in the field provided.
Click Save to commit your settings and close the Set Header/Footer window.
Saving or exporting reports enables you to print or view them outside of Corporate Banking.
Click Save Report to save the report and create a saved custom report.
Provide a name and description for the saved report.
Click Save.
Click Backto return to the Report List page.
The Saved Report Criteria list displays saved reports. By default, the list sorts saved reports by name. You can re-sort the list in ascending or descending order according to description or report name. Click a saved report in the list to automatically generate the report.
From the Saved Report Criteria list:
Edit a saved report– click the Edit icon. The report criteria page that opens reflects the type of report saved. For example, if you generated a saved custom report, the report criteria page that opens displays custom report criteria fields and lists.
Delete a saved report – click the Delete icon.
To export a generated standard report:
In the Export Report section located above the report, select the export format from the list.
Click Export. You can save the report to a location on your computer, or open the report in the export format you choose.