Banno Reports

Informed decisions are the best decisions. Reports are your home base to learn how your end users are using your apps, how they’re moving their money, and more. Reports are secure, robust, and granular enough to give you the information you need to make the best decisions for you and your customers.

What can I do with Banno Reports?

Banno Reports offers visually concise snapshots that answer crucial questions, such as “How and when end are users engaging with our mobile or online app?” This deep data on end user behavior offers insight on key performance indicators, marketing campaigns, and more, helping you understand how to make the soundest decisions for your institution.

Exported reports can also be generated based on number of criteria, giving you details on not just about how end users are interacting with your apps, but how they’re interacting with their money, fraudulent behaviors, and employee permissions. Banno keeps track of everything it can and provides you with the tools you need to access all of it.

Configuring Banno Reports

Your financial institution must set permissions for the NetTeller ID and the users of that business for reports to function properly. This is handled through NetTeller Back Office using the following steps:

NetTeller Back Office

Navigate to Manage Products > Cash Management > Edit CM Settings, then set Show Transaction Reports permissions, with the following options:

For All CCM NT IDs: Reports are available to all NetTeller IDs. Recommended.
Per CCM NT IDs: Reports must be configured per Business & User.
No: Reports are not available.

Per user configuration

If the Show Transaction Reports option is not set to For All CCM NT Ids, additional configuration is required for each user with the ability to access reports:

Under Manage Users > Cash Management Reporting Options, which will appear only if the Show Transaction Reports option is not set to For All CCM NT IDs. enable all desired permissions for the business.
Under Manage Users in the Manage User List, set the desired permissions for each individual user.

Banno Admin

Enable the Reports permission at both the business level and at the individual user level, utilizing the Permissions tab for the business and the Overview tab for the user level.