Americana Community Bank Digital Banking Guide for Business Accounts

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Reports Creating a New Report

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. If you would like to download your transactions in .CSV format, you will need to click on the account in the View Accounts (bold text) tab, and click on the (downward arrow w/ underscore) icon. From there, you can download a .CSV formatted file for your recent transactions.

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In the Cards, Alerts, & Docs tab, click Reports . 1. Click the icon. 2. Select the report you would like to run.

Reports: Creating a New Report