Reports
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Reports

  • PDF

Article summary

Gain insights into your Account Opening and Digital Banking user activity with automated reports in the Admin Platform. These reports are also available from your UAT environment. 

To access automated reports, select Reports from the sidebar. On the page that appears, under Reports, select Download to download a report in a *.CSV file.

For a list of report metrics and their definitions, go to Report Metrics.

Note: The time displayed on the report as the time of download is UTC (Coordinated Universal Time), not the local time zone. 

The following reports are available (depending on your institution):

  • Accounts Estatements – A list of all users and their eStatement preference (only relevant if Narmi generates eStatements for your financial institution)
  • ACH & Micro-Deposit Activity – The number of processed and pending external ACH transactions and the number of microdeposits for the trailing 30 days
  • Account Opening ACH Activity – The number of account opening-related ACH transactions for the trailing 30 days
  • Audit Log – The last 24 hours of audit log activity for all users
  • Business Account Applications – A list of all business applications submitted through Business Account Opening. This report includes key business-specific fields including business name, business type, NAICS, and more.
  • Consumer Account Applications – A list of all consumer applications submitted through Consumer Account Opening. This report includes key consumer-specific fields including status, products, funding total, and more.
  • Intra-Institution Transfers – The intra-institution transfer count over the last 30 days by user
  • Permissions – A list of all internal staff users and their permissions and roles
  • Posting Transaction Exceptions – A list of ACH transactions that were processed but not posted correctly to the core banking system
  • Referral Codes – A list of referral codes and their corresponding core user IDs
  • Referred Applications – A list of successfully referred applications through the Account Opening product
  • Remote Deposit – The remote check deposit count over the last 30 days by user
  • Staff Audit Log – The last 24 hours of audit log activity for staff users
  • Staffer-Led Account Applications – A list of applications submitted through Staff-Led Account Opening. This report includes key consumer-specific fields, as well as branch location and staff member.
  • Suspicious Activity – A list of users with suspicious activity (such as an unusually high number of failed logins) for the trailing 30 days
  • Users – A list of all enrolled users in the digital banking platform, including both archived and active users



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