Select a User-defined report template from the Reports dropdown list.

If necessary, change name of the report in the Name field.

If necessary, change the description of the report.

From the account list, select the accounts you would like displayed on the report.
Note: If you have been assigned greater than 100 accounts a 'Select Accounts' button will be displayed. Click the button and select the applicable accounts.

Select a Date Range from the dropdown list.

Select an Output format from the dropdown list.

Select the options you want to include in your report.

Click the Save button. The save button will be read either 'Save Report' or 'Save and Continue', depending on the report selected.

If you have selected a Consolidated Balance Report or Net Change Summary Report, you will be prompted to sort your accounts/groups in the order you wish them displayed on the report. Enter a number in the order field in the order you wish them displayed.

Click 'Save Report'.

In order to modify an existing report, the Name must remain the same. By entering a new name, you will be creating a new report.

If you have selected 'User-defined' as a date range you will be prompted to enter a start and end date each time you generate this report from the 'My Report' page or schedule the report.