Viewing / Printing the Balance History Report

The Balance History Report shows balances for a monthly period and a summary of average balances.

1. From the Account Information menu, select Balance History then Balance History Report, to access the Balance History screen.

2. From the Reports dropdown menu, select the account or Report ID you would like to use to run the report.

3. Select the Month Ending Date and the Months of Data to display.

4. To view the report:

· Click on the View button or Reset to change all fields back to original default.

5. To export the report:

· Click on Export Format drop down menu to select file format

· Click on Export icon to download the file

6. To print the report:

· Select from Report Format drop down menu the desired format. Click on the Report icon to receive a formatted report; or

· Click on the Print icon and receive what is displayed on-screen.