Video Transcript
0:05
Hello, now we’re going to talk about reports and Blue business banking.
0:12
When you first log in, you’ll be on the View My Account screen.
0:16
Go ahead on the tap navigation, click Account Reports.
0:25
If you want to create a report, click Create a new report, select the required account that you would like your report on, and then select the additional fields for this report.
0:49
Select your transaction types.
0:55
In this example, we’re just going to select all.
1:05
And we’re going to do last month.
1:09
You want to name your report and then you’re going to click Save report.
1:22
If you want to run your report, simply click the report you created and then those transactions will display.
1:30
And it’s as simple as that.
Hello, now we’re going to talk about reports and Blue business banking.
0:12
When you first log in, you’ll be on the View My Account screen.
0:16
Go ahead on the tap navigation, click Account Reports.
0:25
If you want to create a report, click Create a new report, select the required account that you would like your report on, and then select the additional fields for this report.
0:49
Select your transaction types.
0:55
In this example, we’re just going to select all.
1:05
And we’re going to do last month.
1:09
You want to name your report and then you’re going to click Save report.
1:22
If you want to run your report, simply click the report you created and then those transactions will display.
1:30
And it’s as simple as that.