Positive Pay has a wide selection of industry standard reports which include transactions, profile listings, audit trail logs and more.

Basic

To run a report click on Reports. Select a report, then a period (if applicable), then click 'Run'.

From the toolbar icons, you can

Features

Once you've run a report, you can change the :

Columns - add, remove, move, sort

Grouping - 'Outlook-style' grouping

Filtering - 'Excel-style' filtering

and save your changes for use next time.

 

Customizing Fields

You can arrange the fields in any order.  To do so, click and drag the column header to its new location.  

Custom Layouts

If you prefer your report differently than the default displayed, simply modify the report to the way you want it.

The saved layout will retain all information in the current report, including filters, groupings, summary information, and field order.

Afterwards, click on the 'Save' icon.

The next time you run the report, it will displayed per your settings.

Note: To remove the custom layout, click the 'Remove' icon, just to the right of the 'Save' icon.