You can request a Balance & Transaction Report (BTR) from the Operating Accounts screen or Operating Account Details screen. These reports are run on an ad hoc basis and are not saved to the Account Reports screen. Please also refer to Create and schedule new Account Reports.
|1||Go to Accounts > Operating Accounts screen.|
|2||Select the account(s) from the grid and choose from one of the following methods to request a report.
|3||Enter the following fields: Fields are dependent on report type and file type selected:
|4||Click Submit to generate the requested report.|