* The following instructions assume you have logged in to Online Banking and are starting from the Account Summary page.
: Select View Reports
from the Accounts
menu in the top navigation.
Step 2: Select the Report Name of the type of report you would like to create from the Report Name list.
Step 3: Select a frequency from the drop-down menu or enter a date rate for the time frame you want to view in the Select Criteria section.
Step 4: Select the Category Type to be included in the report.
Step 5: Select the Taxable Status to be included in the report.
Step 6: Select the account(s) to be included in the report.
Step 7: Click View.
* To filter the report on categories or payees, click on the corresponding button and select the desired category or payee.