Getting Started

In this article learn HOW TO:

  • Create, Download/Import reports
  • Sort, Group and Filter fields
  • Export, Share/Email, Copy, and Delete reports

Note:

Super users have the ability to grant or restrict who can Create, Export, or Share Reports. For more information see the Administration article.

Report Templates

Available Report Templates

  • Customer Report
  • Deposit Report
  • Document Report
  • Exception Report
  • Loan Application Report
  • Loan Report
  • System Logs Report (Super User only)
  • User Report (Super User Only)

Create a New Report

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Select Create Report
  4. Under Template, there is a Drop Down menu.  Select the Type of report you wish to build (customer, deposit, loan, exception etc.)
  5. Give your report a Name and Describe your report
  6. Select Create
  7. Begin on the left hand menu and expand Fields (i.e. Account, Customer, Document etc.)Click each box for information you would like to see on your report (To the right of the field name it will show if the field is number, money, text, date/time, true/false value)
    • See following section for sorting,  filters and grouping.
  8. Select the Save Icon

Info

All reports have the ability to be Sorted, Grouped and Filtered at the time of creation or after report has been saved: See the following section

Sort Report 

  1. Open and existing report or Create a new report
  2. Click in the Column Header to select a sort order. An Arrow will show if the sorting is  Ascending or Descending. If no arrow is showing it is the default order
  3. Select the Save Icon

Filter Report

  1. Open an existing report or Create a new report
  2. Expand Fields (Account, Customer, Document etc.) you want to select a filter for
  3. There are two ways to filter a report. 
    • Clicking the Box next to the field name AND the Clicking the Filter icon, will allow you to filter on that field and also show that field name on your report
    • Clicking on the Filter icon Only will allow you to filter by that field but it will NOT show the field name on the report
  4. Click on the Filter Icon. From the Filter Drop Down menu,  Select if you want your data to be filter by Search, Multi Select List, or Date Range (These options are based on the Search Filter Field)
    • Search: Provides a search criteria based on the filter field type.
      • Text field type- Can be searched by the following:
        • Starts with
        • Contains
        • Ends with
        • = Equal to
      • Number, Decimal, Money, and Date/Time field types- Can be searched by the following:
        • = Equal to
        • > Less than
        • >= Less than / Equal to
        • < Greater than
        • <= Greater than / Equal to
      • True/False - Can be searched by the following:
        • Drop down menu to select a True of False value
    • Multi Select List: Provides a drop-down list of options to select for each of the following field types:
      • Text
      • Number
      • Decimal
      • Money
      • Date/Time
      • True False
        • Note: If there are too many values to display. You will need to use a 'Search' filter instead.
    • Date Range: Allows you to select a Date Range or Relative Range on a Date/Time field type.
      • Date Range: Can be entered as From / To dates by mm/dd/yyyy or by selecting Calendar icon. If using the calendar icon you can click in the calendar heading to change Month, Year and Date.
      • Relative Range: Can select the Number of days (Last N Day(s) or (Next N Day(s)

    Info

    Filters are applied with AND logic (eg. looking for items matching 'A' AND 'B')

  5. Once a Search Choice, Multi Select List or Date Range is selected, Filters will be grouped at the bottom of the list. Click the Filter icon, Filter title, or expand list and enter a value, date range, or click each box to search by.  
  6. Click on the Refresh icon
  7. Select the Save icon

Group Report

  1. Open an existing report or Create a new report
  2. Once fields have been defined, Drag and Drop a column header to defined area. This will group that column (You can group more than one column)
  3. Select the Save icon  

Download and Import Reports

Download Report

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report you want to download
    1. Select the Download icon for an existing report in AccuAccount. Download will begin and you will be prompted open and/or save the file to your download folder.
    2. If you don't want to create a report from scratch, you can download a Pre-Build Report template provided by AccuSysystems here and save the file to your download folder.

 

Import Report

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Select Import Report
  4. Define a Name
  5. Click Select Files
  6. Choose the file and location to upload file and Select Open
  7. Report page will refresh, and the report will be listed in your stored report list 

Export Reports

You have the ability to export report data to CSV from an open report or from your stored Reports.

  1. From the Reporting tab on the main menu line Select My Reports
    • From your list of reports - Find the report you want to share and Click on the Export CSV icon
    • From an existing or newly created report - In the upper left hand corner Click on the Export CSV icon
  2. A dialog box will automatically pop up, Type in Export Name (Optional)
  3. Select OK, you will be prompted to Open or Save Report
  4. Excel will open with the report information.

 

Share and Email Reports

Share Reports

You can share a report with other users, allowing them to view the report, export data, or make their own copy of it.

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report you want to share and Click the Share icon   
  4. Using the drop down menu you can select Individual(s) and/or check the box to Share Bankwide.
  5. Select Ok
Info

When sharing a report, other users Do Not have the ability to change the Original report. User can copy the report and make changes. Super Users have the ability to restrict if a user has permissions to share reports.

Once a report is shared the Share Icon will be blue.

 

Email Reports

You can send an email notification to users that you have already shared a report with, and optionally include a custom message.  User will receive email notifications when a report has been shared along with a link to the report.

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report you want to email and Select the Email icon 
  4. From the drop down, Select User(s) to send report to.  You also have the option to add a Message
  5. Select Ok

Info

You can only email a report that you shared with other user(s). If a report has not been shared, you will not see a drop down list of users to choose from.

 

Copy Reports

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report you wish to copy and Click on the Copy Report icon
  4. A dialog box will automatically pop up, Type in the Report Name
  5. Select OK
Info

This will make a copy of the report, but it will not be shared by default. If the report you are copying is shared with you, the new copy will become yours and will not affect the original.

Delete Reports

You have the ability to delete your own reports. 

Info

Any Reports listed Under 'Reports Shared with Me' can only be deleted by the original user that created that report.

  1. Open AccuAccount
  2. From the Reporting tab on the main menu line Select My Reports
  3. Find the report that is to be deleted and Click on the Delete icon
  4. A dialog box will automatically pop up, confirming you want to delete. Select OK

 

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