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

  2. In the Schedules tab, click Create Schedule in the top right of the page

  3. Select the type of report to be scheduled

  4. Select the frequency, activation date and file format

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

  5. Give the scheduled report a name if required (this can help to distinguish between different scheduled reports generated)

  6. 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.