Check Services Reports

On the Check Services Reports page, you can view, print, and customize reports related to Check Services.

  • The first tab lists standard reports, provided by the financial institution that cannot be edited.
  • The other tab lists custom reports based on the standard reports and saved with customized report criteria.

Both types of reports can be viewed by clicking the report name link. Reports appear in a new browser window where you can view, print, and download the reports. Downloads in both PDF and spreadsheet formats are available.

Note: Deactivated and deleted accounts will not appear in the standard check services reports.

Standard tab

Standard Report Name

The standard report name option is Check Services Transactions.

To display this standard report, click its link.

Action

The Customize Report option opens the standard report in the Customize Standard Report page. For details, see Customize Standard Report.

Custom tab

Select All/Select None

Clicking the Select All button selects all the rows in the column. Clicking the Select None button deselects all the rows in the column.

Custom Report Name

Name of the custom report

To display a custom report, click the Customer Report Name link.

Type

The type carries over from the Transaction Type field on the Customize Standard Report page.

The type is one of these check services report types:

  • Stop Payment
  • Cancel Stop
  • Check Inquiry
  • All
Last Updated Date/Time

The date and time of the most recent report customization.

Action

The Edit Report button opens the customized report in the Edit: Custom Check Services Report page.

Since this page is similar to the Customize Standard Report page. For details, see Customize Standard Report.

Delete

Selecting the report in the Select All/Select None column and clicking this button displays the Delete Custom Check Services Report overlay, where you can verify the deletion and delete a report by clicking the Delete button.