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Sign into Banking Circle, then open Reports in the side bar menu
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In the Schedules tab, click Create Schedule in the top right of the page
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Select the type of report to be scheduled
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Select the frequency, activation date and file format
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If downloading an Account Activity Report, choose which of your accounts the report should reflect
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Give the scheduled report a name if required (this can help to distinguish between different scheduled reports generated)
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Click Submit Schedule
Scheduled reports can be accessed in the Report tab or in the Overview section. Schedules can be viewed and deleted in the Schedule tab. Scheduled reports have a limit of 100.000 payments per report.