The On Behalf Of report displays the activities performed by a bank employee on behalf of a Corporate Banking user. It provides the date an activity took place, the user on whose behalf the bank employee performed the activity, the type of activity, the activity's tracking ID, and which accounts—if the activity was a transaction—funds were transferred between.
Working with standard report criteria
From the Group list, select a specific group, or select All Groups. If you select All Groups from the Group list, the User list displays users across all groups.
Select a specific user, or select All Users.
Enter a date and time range, either by using the format mm/dd/yyyy, or by using the Calendar icons to select the dates. You can also select predetermined time periods from the Date list. You can also select predetermined time periods from the list. To report in a 24-hour format, enter a start and end time.
From the Format list, select a file format for the report.
For PDF reports, use the Orientation list to select the page orientation for the report.
From the Delivery Method list, select a delivery method for the report. Selecting Export enables you to open or save the report after generating it.
Optionally, define the content of the report's header and footer:
Click Set Report Header/Footer to open the Set Header/Footer window.
In the Show Header Information section, select or clear check box options as necessary and define report title in the field provided.
In the Show Footer Information section, select the Extra Footer Line check box and enter text for the footer, or clear the check box.
Click Save to commit your settings and close the Set Header/Footer window.
After setting standard criteria:
Click Generate Report to generate the report, or
Click Save Report Criteria to save the report as a custom report you can edit or generate at a later time, or
Click Custom Reporting to work with custom report criteria and generate a custom report.
Working with custom report criteria
In addition to standard report criteria, a custom On Behalf Of report enables you to specify a tracking ID, filter report information by module or activity, and if desired, report on an individual agent.
From the Group list, select a specific group, or select All Groups. If you select All Groups from the Group list, the User list displays users across all groups.
Enter a date and time range, either by using the format mm/dd/yyyy, or by using the Calendar icons to select the dates. You can also select predetermined time periods from the Date list. You can also select predetermined time periods from the list. To report in a 24-hour format, enter a start and end time.
Select a specific module, or select All Modules.
Enter the tracking ID of the OBO activity.
Select a specific activity, or select All Activities.
Select an agent to report on:
Click Lookup beside the Agent Name field. The Lookup User window opens.
From the list, select the user and click Insert Name. The user's name appears in the Agent Name field.
From the Sort 1 and Sort 2 lists, select the primary and secondary sort methods.
From the Format list, select a file format for the report.
For PDF reports, use the Orientation list to select the page orientation for the report.
From the Delivery Method list, select a delivery method for the report. Selecting Export enables you to open or save the report after generating it.
Optionally, define the content of the report's header and footer:
Click Set Report Header/Footer to open the Set Header/Footer window.
In the Show Header Information section, select or clear check box options as necessary and define report title in the field provided.
In the Show Footer Information section, select the Extra Footer Line check box and enter text for the footer, or clear the check box.
Click Save to commit your settings and close the Set Header/Footer window.
After setting custom report criteria:
Click Generate Report to generate the report, or
Click Save Report Criteria to save the custom report for later editing and reporting by.
You can access saved reports in the Saved Reports box on the report criteria form. From this box you can do the following:
Load a saved report -- Click on the report name.
Edit a saved report -- Click the Edit icon. Make desired changes to report criteria, then click Modify Report Criteria.
Delete a saved report -- Click the Delete icon.
On the confirmation page, click Delete.
Note: Click Cancel to close
the confirmation box without deleting.
Search for a saved report -- Click the search icon. Enter your search criteria and press Enter. Click the Refresh icon to clear the search criteria and results.