How to Edit a Report

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

1. Login to Modern Treasury
2. View as the associated Organization
3. Head to Reporting
4. Select the report you wish to edit
5. In the upper right corner, click on the ellipses (...) dropdown menu and select 'Edit'
6. 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
7. Once the new filters are set, click 'Save'
8. Title your report
9. Click 'Save' to finish