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Jack Henry Insights

Too often, data is hard to manipulate and distill into actionable insights, which causes it to be ignored or handled exclusively by a few designated experts. (Sound familiar?) Enter Jack Henry Insights, a reporting and visualization tool that’s designed for high-level, user-friendly reporting anyone at a financial institution can use. From tellers to data analysts to c-suite executives, Jack Henry Insights enables any financial institution employee to feel confident and capable when working with their data.

Jack Henry Insights currently provides preset reports for select Jack Henry products. Financial institutions can add these preset reports to dashboards and configure the report date range and visualization type. Over time, the Jack Henry Insights report library will expand to cover more Jack Henry products and financial institutions will have access to the available reports for the products they own. Additionally, the upcoming Jack Henry Insights Premium add-on will introduce the ability for financial institutions to build custom reports and generate data visualizations using AI natural language prompting.

The following product groups have created preset reports in Jack Henry Insights. We will continue to update this page as more preset reports are created.

Banno currently offers the following reports. This page will continue to be updated as more reports are made available.

  • Banno Signups
  • Banno Active Users
  • Banno Mobile/Online Active Users
  • Banno Total App Syncs
  • Banno Unique App Syncs
  • Banno Mobile/Online App Syncs
  • Banno Signups Detail
  • Banno Active Users Detail
  • Bill Pay Total Amount Paid
  • Bill Pay Active Users
  • Bill Pay Average Payment Amount
  • Bill Pay Active Users Detail
  • Bill Pay Inactive User Detail
  • Resolved Consumer Conversations
  • Active Consumer Conversations
  • Average Conversation Time
  • Average Response Time
  • Conversations per Agent
  • Conversations Started from Mobile/Online
  • RDC Total Amount Deposited
  • RDC Active Users
  • RDC Average Deposit Amount
  • RDC Pending Enrollments Detail
  • RDC Approved Enrollments Detail
  • RDC Rejected Enrollments Detail
  • RDC Not Enrolled Detail
  • T2L Card Tap Total Count
  • T2L Card Tap Total Amount
  • T2L Payment Link Total Count
  • T2L Payment Link Total Amount
  • T2L Apple Pay Total Count
  • T2L Apple Pay Total Amount
  • T2L Google Pay Total Count
  • T2L Google Pay Total Amount
  • T2L Transactions Total Count
  • T2L Transactions Total Amount
  • T2L Payout Total Count
  • T2L Payout Total Amount
  • T2L Fees Assessed Total Amount
  • T2L Potential Merchants and Enrollment Status Counts
  • T2L Refunds Total Count
  • T2L Refunds Total Amount
  • T2L Disputes Total Count

Jack Henry Wires offers the following preset reports:

  • Total Incoming and Outgoing Wire Volume
  • Monthly Wire Volume
  • Wire Status Counts
  • Total Wire Amounts Incoming and Outgoing
  • Value Messages
  • Non-Value Messages

To learn more about these preset reports visit the Jack Henry Wires Reports page.

Users & Groups Setup

Within Banno Admin’s Users & Groups section, financial institutions can add and edit permission sets that are assigned to groups of users. To create a permission set for Jack Henry Insights, financial institution administrators can follow these steps:

  • Users & Groups
  • Group list
  • JH Permission Sets
  • Insights
  • Create a permission set

From there, administrators can simply assign a name and description and choose which permissions to include in the permission set.

Note that the following internal security allocations must be set up:

  1. Create a Permission Set that explicitly grants access to the View Insights permission.
  2. Create a JH Platform Group, invite designated users, and attach the newly created Permission Set.
  3. Ensure that designated users are assigned the necessary enterprise authorization permissions, including View Platform and Manage Insights.
  4. Confirm dashboards and reports load as expected.

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