InFirst Bank Business Digital Banking Guide

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Reports Creating a New Report

You can keep up with all the incoming and outgoing transactions within your accounts using the Reports feature. Viewing a report on certain transactions can prevent errors and make bookkeeping easy.

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In the Documents & Settings tab, click Reports . 1. Click the icon. 2. Select the report you would like to run. 3. Fill out the necessary fields. 4. Enter a report name. 5. Click the Save New Report button to save the report. 6. Click the Run Report button to run the report. A PDF of your report will then download. Reports: Creating a New Report