Sterling Report

You can create up-to-date reports across a group of Sterling accounts, giving you detailed information on one page. These reports are optimised for printing or downloading, but can also be viewed on-screen.

There are two options available for creating a report:

Detailed

  • Ledger and cleared balances
  • Credit and debit totals
  • Clearing funds
  • Projected balances
  • Funds available

Summary

  • Only shows the totals

To display a report:

  • Select the required report
  • Click Display

To download a report:

  • Display the report
  • Click Download
  • Save the file to your computer

To print a report:

  • Display the report
  • Click Print
  • Select Print from the pop-up box
  • Click Close

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