Advia Credit Union Quick & Easy Business Digital Banking Guide

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User Defined Report - Previous Day(s)

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Click the Reports tab, then the “+New Report” link and select User Defined Report - Previous Day(s) . 1. Decide whether the report should be private or shared. 2. Enter a report name. 3. Select the accounts you want to include. 4. Select a date range. 5. Schedule how often to run the report. 6. Select the transaction codes (BAI) you want to include. 7. Click either the Create and Run or Create button when you are finished.

Reports: Reports Overview