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Sign into Banking Circle, then open Reports in the side bar menu
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In the Reports tab, click Create Report in the top right of the page
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Select the type of report needed
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If downloading an Account Activity Report, choose which of your accounts the report should reflect
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Select the date or date range, as applicable
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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.