Manage Reports

Learn how to set up and customize a recurring report within your business online banking account. This guide provides simple steps to help you name your report and schedule it for delivery.

Elizabeth Hughes
9 steps
37 seconds

Ucbi

In the side menu, click **Reports**.

You can prevent errors and simplify bookkeeping by running and viewing reports. The reports page shows all currently established reports within your account. All reports are displayed in a list that can be organized by report name, last run, and type of report.

Click the **Create** **New Report** button to create a new report.

Choose any type of report you desire. For this demo, let's select **Cash Position Report**.

Enter a name for your business report.

Check the box if you would like to include all accounts. Otherwise, select a specific account by clicking the link below the checkbox.

Choose how often you would like the report to run.

Click **Create** to save the report.

The report has been scheduled! Click **OK** to return to the Reports page.

Click the three dots next to an existing report to view history, run a report, edit, copy, or delete.