Dynamic Reports

Add or Remove Reports to a Reports Role‌

To access, hover over the Administration menu and select Reporting. This will take you to the Configure Reporting Roles screen. Then select Reports next to the reports role.

Note: All reports available for the financial institution will be listed. 

 

To Add or Remove Reports From a Report Role:

  1. To reduce the number of reports available for assignment, filter the available reports from the drop-down menu in the Report Product box.
  2. Select the Assignment column next to the report(s) to be added or removed from the role.
  3. Click Update.


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