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.

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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.

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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.

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Reports can be configured to be run on demand, or in a pre-defined pattern.

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Updated 27 Oct 2024
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