Charter Bank Personal Banking Guide
118
Reports Creating a New Report
Account Activity Report The Account Activity Report helps you view your account activity over a specified period of time.
1
2
3
4
5
6
7
In the Documents & Settings tab, click Reports . 1. Click the icon. 2. Click the Account Activity button. 3. Use the drop-down to select an account. 4. (Optional) Select a date. 5. Enter a report name. 6. Click the Save New Report button to save the report. 7. Click the Run Report button to run the report. A PDF of your report will then download.
Reports: Creating a New Report
Made with FlippingBook flipbook maker