Business Guide to Cash Management

41

Commercial

Create a Report

Use Online Banking with HVFCU to run reports of your payments and transactions. Depending on which report you run, it can be saved to your computer or device as a PDF, XSL, or a BAI. Create a Report:

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Click the Reports tab. 1. Select a report under Create New Reports in the top right corner. 2. A new screen will appear. Choose the Account, Date Range, and Schedule for the report. 3. Click the Save button when you are finished. 4. Click the icon to view or edit saved reports.