Bell Bank Your Guide to Business Online Banking

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Transaction Report Your transaction history is extremely important, and we made it easy to generate these reports for your accounts. Transaction Reports can be scheduled daily, weekly or monthly for your convenience.

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In the Statements & Reports tab, click the Reports tab, then the “+New Report” link and select Transaction Report . 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. Click either the Create and Run or Create button when you are finished.

Administration (Advanced): Reports Overview