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 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 on-screen:

· Click on the View button

5. To print the report:

· Click on the Report button to receive a formatted report; or

· Print directly from the browser and receive what is displayed on-screen.