Customize Standard Report
Use this page to customize a standard report. You must select at least one account and a date range.
- Custom Report Name
The name of the customized report
- Bank Report Name
The name of the standard report on which the customized report is to be based
This field is read-only.
- Usage
The report's availability
Options are as follows:
- Private – Available to only the user who created the report
- Shared – Available to all company users who have the required entitlements
- Accounts
Specific company accounts to include in the report
Select multiple accounts by selecting the account's check box in the Select column.
The list includes only the accounts the user has access to through Account Services entitlements.
- Transaction Type
Limits the transactions included in the report to a specific transaction type
The type is one of these check services report types:
- Stop Payment – The report covers only stop payment information.
- Cancel Stop – The report covers only canceled stop payment information.
- Check Inquiry – The report covers only the inquiries that have been made about certain checks.
- All – The report covers all transaction types.
- Date Range
You can define the date range in two ways:
- Relative Date – Defines the From and To dates according to how the dates fall relative to a specific measurement, such as the current month
- Absolute Date – Specifies calendar dates as From and To dates
- Amount Range
Limits the report to transactions within this amount range
- Serial Number Range
The numeric range of serial numbers (check numbers) to be included in the report
To search for a single number, enter a numeric value in the From field only, and leave the To field blank.
The value in the From field must be less than the To field.
