Frequently Asked Questions

Reports Return to the Cardholder Center FAQs

  1. What kinds of reports are provided?
  2. What are Saved Reports?
  3. How do Reports differ from Search Transactions?
  4. Who can I contact for further assistance?

Questions and Answers:

  1. Q: What kinds of reports are provided?
    A. Merrick Bank Cardholder Center provides six reports:

    A Full Expense Report, the Top Ten Expense Categories, the Transactions by Expense Category report, the Transactions by Month report, the Top Ten Purchase Transactions report and the Top Ten Merchants report. Just select which report you'd like to see, choose the beginning and end date for which you'd like to see the information and select either Summary or Chart report format. The Summary will list detail, while Chart will show the information in a graphical chart format.

  2. Q: What are Saved Reports?
    A. When you display report results, you can enter a unique name for the report and select Save. This saves the report for future reference and displays the name on the main Reports page, allowing you to re-run the report at any time. You can delete any saved report by selecting the Delete link next to its name.

  3. Q: How do Reports differ from Search Transactions?
    A. Reports show summaries of account activity, while Search Transactions displays lists of individual transactions that meet your search criteria.

  4. Q: Who can I contact for further assistance?
    A. If you have questions, please call Customer Service at 1-877-790-5648.