Somerset Trust Company Online Banking Guide for Businesses

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

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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 accounts 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. Use the drop-down to select a date range.

7. Decide whether the report should be private or shared. 8. Check the box to be emailed when a report is ready. 9. Click the Save button.

Business Reports: Create a Custom Report