Business activity

Activity

Actions and activity taken by business users or on behalf of business users are captured and displayed for business users and institution admins. The types of activity that displays will depend upon which feed is being viewed. The business user Activity feed (only available in Banno People) will show every event and action taken by the user or on behalf of the user, the same as the Activity feed for retail users. The business Activity feed, which is an aggregation of all activity in the business across all users, is not as granular. Instead, this feed shows only key business actions taken by business users. These include but are not limited to:

• Money movement
• Modifying entitlements and permissions
• Updating business and business user profile settings

Some business actions, however, are not yet visible from the business Activity feed. There is an ongoing effort to incorporate these actions into the feed, but the following events are known to not display:

• Bill payments
• Payees added
• Payees deleted
• Transfers

As new activity events occur, a new activity banner displays the number of new events at the top of the feed. Clicking the banner immediately updates the activity feed to display the new events.

At the top of the activity feed, a business user can filter events by time frame, a business user’s name, and the type of event. They can also download activity history in to a .csv file.

Where can I view business activity?

Banno Online

Only business users with the role of Admin or Viewer can review the Activity feed.

Banno Admin

Institution level

Business-related changes and updates by institution admins create activity events in Banno Activity.

Business level

Business user level

FAQ