Modify the Imported Online Transactions Report

To modify the Imported Online Transactions report:

  1. In the Home window, open the Report Centre. Select Banking and then Imported Online Transactions. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select an Account to report on.
  4. Enter the Start and Finish dates for the report.
  5. (Optional) Customize the:
  6. (Optional) Save the report as a template in My Reports.
  7. Click OK to display the report.