Export Reports
When it comes to understanding your end users, Exports offers the data you need for reviewing enrollment and login behaviors, examining fraudulent activity, and evaluating employee permissions.
Depending on your institution’s configuration, Exports has five different report types1:
- Engagement
- Engagement reports help you know who, when, and how often end users sign-in to your app or enroll in digital banking.
- Money movement
- Money movement reports help you understand your end users’ behaviors as they shift funds using Bill Pay, remote deposit capture, and transfers.
- Security
- Security reports help you know when an end user’s account might have been compromised.
- Settings
- The Settings report provides the list of employee permissions held by your enterprise users.
- Support
- Support reports provide conversation overviews of agent and end user engagement.
How does it work?
- Exports
- Requested
When you create an export, select from a list of default date ranges. For most reports, you can also create a custom date range spanning up to two years from the report’s start date[^2]. After selecting the export(s) you want, click Create exports. You can wait around for exports to process, or work on another task because you’ll receive an email notifying you that the exports you requested are finished processing and available in Banno Reports. You can select the button or copy and paste the Enterprise link into your browser that takes you to the Requested exports window.
Requested exports
For managing and viewing reports, the Requested exports window tracks and stores requested reports in chronological order for 90 days. Each report downloads as a CSV file.
- Report
- Exported reports are labeled according to their type and display individually.
- Date range
- The time frame of an exported report’s generated data.
- Requested by
- An image of the enterprise user who created the export request displays. When you hover over the image, their name appears.
- Requested on
- The date and time an enterprise user created the export request.
- Status
- An export’s Status can be one of four possibilities—Pending, Processing, Complete, or Failed - Retry.
- Pending
- The status as a requested export awaits generating.
- Processing
- The status as a requested export generates the report. Depending on the number of exports and amount of data, it might take time for the export to complete.
- Complete
- The status when a requested export successfully generates the report and it’s ready to download. Selecting Complete downloads the CSV file. If, after a few minutes of generating, the status doesn’t change, refresh your browser to see if the status updated. You’ll also receive an email notifying you The exports you requested are finished processing and are available in Banno Reports. You can select the button or copy and paste the enterprise link into your browser taking you to the Requested exports window.
- Failed - Retry
- The status when a request export cannot generate the report. For a failed requested export, clicking the status restarts processing the data. If running the report continues to fail after repeated attempts, create a new request export for the failed report(s). If the export continues to fail, open a support case. As long as a failed report is part of a larger group of reports with a Complete status, a notification email notifying you The exports you requested are finished processing and are available in Banno Reports. sends. If only one requested report fails, or if all reports fail in a requested export, the notification email doesn’t send.
- Delete
- Selecting the trash icon removes a report from displaying. Once deleted, you’re unable to recover the report. If you need the report again, you’ll need to generate a new one.
Banno Activity
When an enterprise user successfully creates an export request, Banno Activity records the following:
- Date and time when the export request was created
- First and last name of the enterprise user
- Report type
- Report date range
- IP address of the device used by the enterprise user
If multiple reports are selected within a single export request, separate records with each report type display.
FAQ
- How do I view fields that display incorrectly or the same for each end user?
- We suggest changing the column format to what it should be (ex. number, text, etc.). If you’re changing the format to a number, make sure the number of decimal places is set to zero.
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As we continue adding Exports documentation, eventually all reports will have content explaining their purpose and field definitions. ↩︎