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: