ANB Go Business User Guide

Running Saved Reports To run a saved report, navigate to the Account Activity tab of the Account Summary widget, click on the three Action Dots next to the report you wish to run, and click Run.

Export Tab The Export tab of the Account Summary widget allows users to export their data in 4 different formats, BAI, comma- delimited (CSV), QuickBooks (QBO), and Quicken (QFX).

Simply navigate to the Export tab, select the format, account(s), and a date range. Then click the Export button.

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