1. Sign into Banking Circle, then open Reports in the side bar menu

  2. In the Reports tab, click Create Report in the top right of the page

  3. Select the type of report needed

    • If downloading an Account Activity Report, choose which of your accounts the report should reflect

  4. Select the date or date range, as applicable

  5. Choose the desired file format, then click Download

Ad-hoc reports when downloaded from the UI have a limit of 50.000 payments per report. If you require a report with a higher amount of transactions we recommend setting up a scheduled report.