View Reports Page

Related Topics

Use this page to view three types of reports.

Report Type

Combined
Summary

Detail

Account Statement

Balance History

Cash Position

Detail Type

All
Debits Only
Credits Only

Report Identifier

Report Name
Description

Report Filters

This table lists the criteria by which you can select customer records to include or exclude from the report.

The Report Dates and Custom Dates apply to Previous Day reports.

Report Dates
Custom Dates

Once you select a report filter, you must specify a qualifier, which is a Boolean operator used in conjunction with both the Filter and Value fields to determine which records to select. You must also specify a specific value(s) or range of values, depending on the qualifier.

Filter
Qualifier

Value(s)