Create a Report
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You can create a report from the View Reports and Search Records pages. From any of these pages:

  1. Click the Create a report link.

    Result: The Create a Report page appears.

  2. Enter a report name in the Report title field.
  3. Indicate the timeframe for the data to be selected. Select either a standard list of timeframes or enter a specific date range.
  4. Indicate how the data should be subtotaled.
  5. Indicate any additional items you want to include in your report.
  6. Select the payees, funding accounts, and payment statuses to be included in the report.

    Note: To save the report as your default report, click the Save as default report box. Your default report is presented first in the Report listbox on the View Reports page.

  7. Click Create a report.

    Result: A results page that lists the report data you requested appears.

See Related Topics:

  1. Delete a Report
  2. Download a Report
  3. Print a Report
  4. Reports
  5. Search My Payment Records