Account Reports

Learn More ⇒

Learn More ⇒

Learn More ⇒

Create a custom report using a variety of parameters.

1. Click the Account Reports menu option. On the mobile app, tap the Menu button, and then tap the Account Reports menu option.

2. Click the Create a New Report button.

3. In the Accounts dropdown menu, select one or more accounts you'd like included on your report.

4. In the Transaction Types dropdown menu, select one or more transaction types you'd like included on your report:
• ACH
• ATM
• Bill Pay
• Check
• Credit Card
• Debit Card
• Dividend
• Fee
• Other
• POS (Point of Sale)
• Transfer
• Loan Payment
• Withdrawal
• Deposit

5. In the Credit/Debit dropdown menu, select one of the following options: All, Credit, or Debit.

6. In the Time Span dropdown menu, select one of the following options:
• Last 7 Days
• Last 30 Days
• Last 90 Days
• Last 180 Days
• This Month
• Last Month
• This Year
• Last Year
• Custom - Selecting this option will display the From Date and To Date fields.

7. In the Sort by dropdown menu, select a default sort order for the report (this can be altered when viewing the report):
• Date (Ascending)
• Date (Descending)
• Description (A-Z)
• Description (Z-A)
• Amount (High to Low)
• Amount (Low to High)

8. If more than one account is selected, select the Group result by account checkbox to group the report results by account.
9. In the Report Name, type in a descriptive name for this report.

10. If everything looks good, click the Save Report button.

Sort & filter, export, print, save as PDF, edit and delete.

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Sort & Filter

1. From the Account Reports page, click on the report to open it.

2. Use the search bar to find something specific within the report data.
3. Click the Sort & Filter button.

4. Use the expanded Sort & Filter dropdown menus to further filter and sort the data that is available in this report.

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Export

The Export option is not available on the mobile app.

If you need to export a report from a mobile device, log in to the online banking website from a mobile browser app and follow the instructions below.

1. From the Account Reports page, click on the report to open it.

2. Click the Export button. A new window will appear.

3. In the Choose File Format dropdown menu, select one of the following options:
• Comma Separated (.csv)
• Open Financial Exchange (.ofx)
• Quicken (.qfx)
• QuickBooks (.qbo)
4. Click the Export button. This window will close. Your file will be downloaded.

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Print or Save as PDF

The Print and Save as PDF options are not available on the mobile app.

If you need to print or save a report from a mobile device, log in to the online banking website from a mobile browser app and follow the instructions below.

1. From the Account Reports page, click on the report to open it.

2. Click the More dropdown menu.

3. Click the Print menu option. A new window will appear.

4. Click the Download button to save this report as a PDF.
5. Click the Print button to follow your web browser's additional printing options.

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Edit Report

1. From the Account Reports page, click on the report to open it.

2. Click the More dropdown menu.

3. Click the Edit Report menu option. A new window will appear.

4. Make any necessary changes.
5. Click the Save Report button. This window will close.

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Delete Report

1. From the Account Reports page, click on the report to open it.

2. Click the More dropdown menu.

3. Click the Delete Report menu option. A new window will appear.

4. Click the Yes, Delete button. This window will close and the report will be deleted.

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