United Community Bank: A Quick and Easy Guide To Business Online Banking and Bill Pay

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Commercial Services Reports Overview

You can keep up with all the incoming and outgoing transactions within your accounts using the Reports feature. Viewing a report on certain transactions can prevent errors and make bookkeeping easy. Depending on which report you run, it can be saved to your computer or device as a PDF, XSL or a BAI.

A

C

D

B

E

F

Click the Reports tab. A. Use the search bar to locate existing reports.

B. All existing reports are available on this page. You will see the report name, date when it last run, whether it was download and the type of report. C. The filters feature allows you sort your reports by all, private or shared. D. Click the icon to search transactions by name, last run, download and type. E. Click the icon to favorite a report. F. Click the icon to view history, run, edit, copy or delete a report.

Note : The letters correspond to several available features on the Reports page.

Commercial Services: Reports Overview