John Marshall Bank Business Online Banking eGuide

Administration: Company Administration User Setup Report

Conduct a search for user setup reports by entering specific criteria.

1 First, select the desired output method for the report. Choose either Screen (HTML), CSV file (for spreadsheet programs) or PDF (can be saved or printed). 2 Select whether the report should reflect All users or a Specific user . If it is a specific user, select the appropriate user from the drop-down menu. 3 Then, select the type of role the report should reflect from the drop-down menu. Roles include All , User , Setup , Administration and Approval . 4 Click Generate Report to review results of your report criteria.

106