NCB National Cooperative Bank Treasury 24/7 User Guide

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Company User Activity Report This report can be used to create a report of all transactions initiated and authorized by user(s) along with date range and scheduling report delivery.

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7 Click the Reports tab, then the “+New Report” link and select Company User Activity Report . 1. Decide whether the report should be private or shared. Private reports are visible and accessible only by the user who created the report. Shared reports are visible and accessible by other users of the company assigned to the same user role. 2. Enter a report name. 3. Select a user. 4. Select a date range. 5. Schedule how often to run the report. 6. Select transaction types. 7. Click either the Create and Run or Create button when you are finished.

Commercial Banking: Reports Overview