Colony Bank Business Online Banking User Guide

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Transaction History Your transaction history is extremely important, and we made it easy to generate these reports for your accounts. 1 4 2 3

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1. Click the

icon to edit the report name. Enter a report name and click the

icon. 2. Click the Add/Remove Columns button, check or uncheck options to add or

remove columns and click the Update button. 3. Use the drop-down to select a date range. 4. Click the Save Dynamic Report button. 5. (Optional) Enter a description.

6. Decide whether the report should be private or shared. 7. Check the box to be emailed when a report is ready. 8. Click the Save button. 9. Click the See All Reports button to see all of the reports or the Close button to return to the previous screen.

Business Reports: Create a Custom Report