Climate First Bank Business User Help Guide

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Research If reporting needs to be more refined or research needs to be done for items meeting particular criteria, the Research option under the Reporting tab can be used.

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1. Enter research criteria. 2. Click Generate Report button. 3. Click the Download CSV button to download CSV or, depending on the report, the Download PDF to download a PDF with images. 4. Navigate to any column in the displayed report and click the drop-down arrow and then the columns option to limit or expand which columns are included in the downloaded report. Columns with a check mark to the left will be included in the current view and downloaded report. Unselecting a column option will remove it from the download and the current view.

Merchant Capture: Overview