NCB National Cooperative Bank Treasury 24/7 User Guide

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Business Banking Reports Overview

Reports are available for a variety of data points in a variety of format types, depending on the report type.

A

C

D

B

E

F

Click the Reports tab. A. Use the search bar to locate existing reports.

B. All existing reports are available on this page. You will see the report name, date when it last ran, whether it was downloaded and the type of report. C. The filters feature allows you sort your reports by all, private or shared. D. Click the icon to search transactions by name, last run and type. E. Click the icon to favorite a report. F. Click the icon to view history, run, edit, copy or delete a report.

Commercial Banking: Reports Overview