HIGHLIGHTS
Important: The Co-op Dashboard will sunset by August 1, 2026. We will provide more information on its replacement and will guide you so there is a smooth and transparent transition. If you have any questions, please contact Client Care at clientcare@coop.org or your Service Executive.
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:
- To reduce the number of reports available for assignment, filter the available reports from the dropdown menu in the Report Product box.
- Select the Assignment column next to the report(s) to be added or removed from the role.
- Select Update.
