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25

Bill Payer

Reports

You can receive a detailed overview of your spending habits, helping you better

manage your finances by running a series of regular reports. You can view them on

your computer or you can download them locally to your hard drive.

To Create or Run a Report:

Click on the

Bill Payer

tab in the

Bill Payer

menu.

1.

Click on the

Helpful Resources

panel. Select

Reports

.

2.

Choose to

Create

or

Modify

a report.

3.

When creating a report, be sure to specify a unique report name, frequency, and

criteria.

4.

Choose

Save

or

Cancel

.

5.

Reports can be downloaded and saved locally. Click the

Download

drop-down

and choose the file type.

6.

Click

Close

when finished.