Edit a customized standard report

Procedure

  1. On the main menu, select Accounts, and in the Reports section, select Standard Reports.

  2. In the Custom Reports section, click Edit for the report you want to modify.

    The Edit Custom Report page displays the current parameters for the customized report.

    Note: A customized report, which you modify to suit your purposes, is not the same as a Statement and Special Report that is created by the financial institution. For details, see Statements and Special Reports.

  3. Edit the fields on the report.

  4. Click Continue.

  5. On the preview page, verify the customized information.

  6. To save the custom report, click one of these buttons:

    • Save – Saves the changes and returns to the Customize Standard Reports page where the customized report appears in the Custom Reports section

    • Save and View Report – Saves your changes and displays the customized report in the report viewer window

Parent topic: Standard reports