Gain insights into your Narmi Grow and Narmi Banking user activity with automated reports in Narmi Command. These reports are also available from your UAT environment.
For definitions of the metrics in each report, go to Report Metrics.
Reports Permissions
To view reports, your staff must have “Can view reports” permission. To set permissions, from the Narmi Command sidebar, select Staff members > Roles.
Navigate to Reports and Download
To access automated reports, select Reports from the sidebar. A list of reports appears.
To download a report, select the download icon to the right of the report. The report is automatically downloaded to your desktop in *.CSV format. Note: The time displayed on the report as the time of download is UTC (Coordinated Universal Time), not the local time zone.
Filter Reports
Starting with release 2026.01, you can customize your reports by selecting specific date ranges and metrics (columns in the CSV file). The following reports currently support custom filtering:
Business Account Applications
Consumer Account Applications
Staff-led Business Account Applications
Staff-led Consumer Account Applications
To filter reports:
Select the download icon to the right of the report.
In the dialog that appears, select Month (to select a specific Month and Year) or Custom (to enter a date range). Select Next. The selectable dates may vary based on when products were released or when your institution enabled them (e.g. Staff-led Account Opening was not available in 2023 so that year would not be selectable).
Refine the metrics that you would like to include in the report. By default, all metrics are included. Clear the box next to any metrics you do not want to include.
Select Download to generate the report.
Available Reports
The following reports are available (depending on your institution):
Account eStatements – A list of all users and their eStatement preference as recorded in Narmi (only relevant if Narmi generates eStatements for your financial institution)
Account Opening ACH activity – A list of ACH transactions associated with Narmi Grow applications
ACH payment activity – A list of ACH payments (credits and debits) for the last 30 days, excluding transfers and microdeposits. This report includes individual and bulk ACH payments.
ACH transfer and microdeposit activity – A list of external ACH transfers and microdeposits for the trailing 30 days
Audit log – The last 24 hours of audit log activity for all users, including staff
Banking API usage – A comprehensive report of Business API Banking usage patterns and activity for the trailing 30 days
Banking MCP usage – A comprehensive report of Banking MCP usage patterns and activity for the trailing 30 days. This includes any users who have accessed their customer data via MCP in an external LLM. Go to Narmi MCP Server for more information.
Business account applications – A list of business applications submitted through the Business Account Opening product. This report includes key business-specific fields, including business name, business type, NAICS, and more.
Consumer account applications – A list of consumer applications submitted through the Consumer Account Opening product. This report includes key consumer-specific fields including status, products, funding total, and more.
FedNow transactions report – A list of all terminal FedNow transactions for the trailing 30 days
FedNow non-terminal transactions report – A cumulative list of all non-terminal FedNow transactions
Intra-institution transfers – The intra-institution transfer count over the last 30 days by user
Lending applications – A list of Narmi Lend loan applications submitted via website or Narmi Banking
Permissions – A list of 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. For more information on using this report, go to Error Handling (Posting Transactions Exceptions). Note: When reviewing these exceptions, if you already see that the transaction has been posted in the core, no further action is needed.
Referral codes – A list of referral codes and their corresponding core user IDs
Referred applications – A list of successfully referred applications through Narmi Grow
Rejected ACH activity – A list of staff-rejected external ACH transactions (manual and automatic) for the trailing 30 days
Reject ACH funding – Funding data for rejected account opening applications for the trailing 30 days. Note: Although the applications in this report were rejected, it does not necessarily mean they were rejected due to ACH funding.
Remote deposit – The remote check deposit count over the last 30 days by user
Staff audit log – The previous 24 hours of audit log activity for staff users
Staff-led business account applications – A list of applications submitted through the Business Staff-Led Account Opening product. This report includes key business-specific fields including business name, business type, NAICS, and more.
Staff-led consumer account applications – A list of applications submitted through the Consumer Staff-Led Account Opening product. This report includes key consumer-specific fields, as well as branch locations and staff members.
Suspicious activity – A list of users with 10 or more failed logins for the last 30 days. Users with fewer than 10 failed logins are excluded from this report.
Transaction alerts – A list of all transaction alerts created for Narmi Banking users
Users – A list of all enrolled users in Narmi Banking, including both archived and active users
