Setting up Customized Report IDs


ScotiaConnect reports provide information that is useful to many different people in your organization.  Report IDs help each user customize reports to suit business or departmental needs.


For any report you can:

a)   Select specific dates or accounts for which you want to view information.

b)   Save your selection criteria by assigning it to a unique Report ID.

c)   Use the Report ID each time you run the report.


For example:

If your company has seven current accounts, but you only need to see the balances for two accounts each month, you can format the Consolidated Balance Report to show only those two accounts and save the format under a unique Report ID (e.g. Mark's Monthly).



Report IDs can be set up for the following reports:

Consolidated Balance

Account Statements

Balance History

Consolidated Cash Plan

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