ANB Go Business User Guide

Account Activity Tab The Account Activity tab in the Account Summary widget allows users to create, save, and run reports displaying detailed account activity data over a given timeframe.

Users can view all account activity for a particular account or only the activity matching entered criteria.

Creating Reports Using Saved Criteria 1. Complete above steps from the Account Activity Tab section. 2. At the bottom of the search results page, check the checkbox labeled Save this report criteria .

3. Enter a name for the report and click Save .

4. This returns the user to the Account Activity tab of the Account Summary widget

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