How to Run a Banking Report to Excel

(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account.)

  1. Click the Main Menu.
  2. Click ‘Reports’.
  3. To run a ‘Banking Report’ please find this towards the middle, left-hand side of the page for Retail Reports and the left-hand side for Trade.
  4. Choose the date range you would like the reports to contain.
  5. Press the button to the side with the Excel ‘X’ symbol within the icon to the right.

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.