Reports

1min
within the cross river digital banking platform, you will be able to pull various types of account reporting to access this reporting, navigate to the reports tab here you will see two tiles reports click on this tile to generate templated/canned reports as well as create brand new reports estatements click on this tile to pull monthly statements or to find annual tax documents for accounting purposes when you click on the reports tile, you will be brought to the information reports screen where you can create new reports or pull existing templates to generate a report, select the 3 dot menu next to each existing report template when the report has generated, the pdf | csv text displays highlighted as a hyperlink if you click on this link, it will automatically download the file in the format selected reports can be configured to be run on demand, or in a pre defined pattern