Reports

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.

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):

• 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 Account Opening applications

• ACH and microdeposit activity – A list of external ACH transactions and microdeposits for the trailing 30 days

• Audit log – The last 24 hours of audit log activity for all users, including staff

• 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.

• Intra-institution transfers – The intra-institution transfer count over the last 30 days by user

• 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

• 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

• Rejected ACH activity – A list of staff-rejected external ACH transactions (manual and automatic) for the last 30 days

• 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 the Staff-Led Account Opening product. This report includes key consumer-specific fields, as well as branch location and staff member.

• Suspicious activity – A list of users with 10 or more failed logins for the trailing 30 days. Users with less than 10 failed logins are not included in this report.

• Transaction alerts – A list of all transaction alerts created for Digital Banking users

• Users – A list of all enrolled users in the Digital Banking platform, including both archived and active users