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Modern Treasury
Modern Treasury Platform
Reporting
Occasionally, you may need to change what appears on a report. You can add/remove specific fields, alter the date ranges, etc. This guide outlines the steps you can take to edit a report.
To edit a report
Login to Modern Treasury
View as the associated Organization
Head to Reporting
Select the report you wish to edit
In the upper right corner, click on the ellipses (...) dropdown menu and select 'Edit'
Begin adding/removing/changing the filters you wish to appear on the report.
Filters can include attributes such as:
Account
Amount range
Payment Type
Status
Counterparty
Date range
Description
Metadata
Once the new filters are set, click 'Save'
Title your report
Click 'Save' to finish
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