You can access the Run Reports dialog box to specify which reports you want to generate. You can also specify the report period for which to generate the report and the destination file. Within the Run Report dialog, you will see the Baker Hill standard reports, as well as any reports created by your financial institution utilizing the Report Designer functionality.

Running a Report

1. From the client's historical statement, click the Reports link at the top of the screen, which opens the Run Reports dialog box.

2. Complete the fields within the dialog box. The following table provides information regarding the fields in the Run Reports dialog box.

   Field Name	Required Field?	Description
   Reports Available	Yes	Lists the reports available for viewing and printing.
   Reports Selected	Yes	Lists the reports you selected for viewing and/or printing.
   Periods Selected	No	Indicates the period for which you want to generate the selected reports. Valid values are provided in a drop-down list box.
   Destination	No	Indicates the file to which you want to output the report. From the file, you can save and/or print the report. Valid values are provided in a drop-down list.

    

3. To select the reports you want, move the desired reports from the Reports Available box to the Reports Selected box using the options listed in the table that follows. You can sort selected items by clicking and then move selected items up or down by selecting the up or down arrow buttons.

   Button	What It Does
   	Checks all reports
   	Unchecks all reports
   	Sorts the selected reports in alphabetical order
   	Moves the report up in the list
   	Moves the report down in the list
   	Moves the checked reports to the Reports Selected box
   	Moves the checked reports to the Reports Available box
   	Moves all reports - checked and unchecked - to the Reports Selected box
   	Moves all reports - checked and unchecked - to the Reports Available box

    

4. Select the reporting periods from the Periods Selected drop-down list. Custom represents the periods you currently have in your Custom view. If you select One Time in the Periods Selected drop-down list, additional fields are displayed. You would then move periods form the Periods Available box to the Periods Selected box and order them using the buttons described in the previous step.

5. Select a destination file format (PDF Format, MS Excel, or Rich Text Format (RTF)) from the Destination drop-down list.

6. Click to modify your report and print options.

7. Click    to generate your report.

   Note: A report will not run if the client's statement is not in balance, with the exceptions of the Input Form and the two Comments reports.