1. Module 6: Reports Intuit Financial Services University Internet Banking Certification Training

2. Internet Banking Certification Page 2 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports - Objectives By the end of this section, you will know how to:  run the various consumer activity reports  access the site statistics and service level agreement reports  run the administrator activity and log viewer reports

3. Internet Banking Certification Page 3 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Internet Banking Reports Summary 1. Display User Data Two weeks of information about a specific consumer and their Internet Banking activity =Who + What for the last two weeks 2. User Report Reports information about Internet Banking consumers =Who 3. End User Activity Report Snapshot reports about all Internet Banking consumers =Who 4. Activity Reporting Tracks what consumers are doing on Internet Banking =What 5. Analyze Log Reporting Hourly and weekly consumer activity logs =Analysis of What 6.Site Statistics Tracks Internet Banking website usage and Intuit Financial Services’s monthly service level agreement 7. MC Console Activity Reports Tracks administrative user activity of tools located in the Management Console menu of Admin Platform 8. Log Viewer Tracks Administrative user activity on Admin Platform

4. Internet Banking Certification Page 4 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Log Viewer Administrator Reports User Report Activity Reporting Analyze Log Reporting Display User Data End User Reports End User Activity Report Internet Banking Reports (cont’d) Website Report Site Statistics MC Console Activity Reports

5. Internet Banking Certification Page 5 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. End User Activity Reports Testing Checklist: Section 3: Administration Reporting Functions  Home Banking feature

6. Internet Banking Certification Page 6 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Features Summary report used to assist your branch staff when consumers call for support. Provide a summary of a specific consumer’s transactions for a given week. No download capability - aids in protecting consumer information from leaving the branch. Two weeks of activity information is stored for the Activity Report and Summary Report. NOTE: If you have Scheduled and Recurring transfers, you will have additional reports available here. Support > IB User Data Display Questions answered When did a specific consumer register? Does a specific consumer have an active notification or scheduled transfer? What type of activity has a specific consumer performed within Internet Banking in the last two weeks? Has a particular consumer opted in to Multi Factor Authentication?

7. Internet Banking Certification Page 7 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Five Types of Reports Available Display Activity Report Shows all activity for a specific consumer for the past two weeks Display User Information Shows profile information about a specific consumer (Registration date, last log in date, Alternate ID, status, etc) Display Notifications Summary Shows all notifications that a specific consumer has set up Display SRT Summary Shows all scheduled and recurring transfers that a specific consumer has set up Transaction Summary Report View the number of transactions completed by a specific consumer Support > IB User Data Display (cont’d)

8. Internet Banking Certification Page 8 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 1: Enter the User ID or Alternate ID Step 2: Select the appropriate radio button for the report you wish to display. Step 3: Click Submit Support > IB User Data Display (cont’d)

9. Internet Banking Certification Page 9 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #1 A consumer calls you and wants to know why a one-time transfer they submitted yesterday through Internet Banking did not post to their account. Steps to create the report: 1. Enter the User ID or Alternate ID 2. Select the appropriate report _______________________ 3. Click Submit

10. Internet Banking Certification Page 10 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #2 You want to find out what the Alternate ID is for a specific consumer. Steps to create the report: 1. Enter the User ID or Alternate ID 2. Select the appropriate report _______________________ 3. Click Submit

11. Internet Banking Certification Page 11 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #3 You are in the process of deleting an inactive user. Before you delete them, you want to make sure they do not have any scheduled/recurring transfers or notifications currently active. Steps to create the report: 1. Enter the User ID or Alternate ID 2. Select the appropriate reports _______________________ 3. Click Submit

12. Internet Banking Certification Page 12 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Features No time limits: from the time you received Internet Banking, you began building a database of history at Intuit Financial Services View the profile of your consumers on Internet Banking Save common queries for future use Reports > User Report Sample questions answered: Which consumers are locked-out? Which consumers have not logged in recently? Which consumers are on hold? Which consumers have Internet Banking but have not signed up for bill payment?

13. Internet Banking Certification Page 13 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports > User Report (cont’d)

14. Internet Banking Certification Page 14 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. STEP 1: If you are running a new report, make sure that new is selected in Saved Reports On File. If you are interested in working with a previously generated report choose the report name from the same list. Reports > User Report (cont’d) Use the User Database Count report to find out the number of users in your database, and other information about them. ***ATTENTION BATCH CLIENTS: This button will not be provided to you. You will use Batch User Report under Reports.

15. Internet Banking Certification Page 15 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. STEP 2: Choose a Field to Search value, Operation and Value to Search that relate to what you are trying to query. You can narrow your query by choosing up to three combinations to search. The most effective way to query your entire database is to choose All Records. This will retrieve all the unique consumers in the system. Reports > User Report (cont’d)

16. Internet Banking Certification Page 16 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. STEP 3: To save the report enter a title and choose Save from the dropdown menu. Select either Screen Display (to view from your computer) or Download Data File (to download to your local drive). If you are downloading to anything other than Excel then choose the appropriate delimiter from the drop down as well. Reports > User Report (cont’d)

17. Internet Banking Certification Page 17 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. STEP 4: What do you need your report to tell you? Choose the columns that you want displayed or check Select All. The Select All checkbox will pre-fill the first seven items in the drop down menu. You can select up to 7 criteria: -User Name- Account Locked -Hold Date- Email Address -Last Login Date- BP Registration -Registration Date- And others…. Reports > User Report (cont’d)

18. Internet Banking Certification Page 18 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. STEP 5: Choose any sorting options from the drop down and click Submit to run the report. Reports > User Report (cont’d)

19. Internet Banking Certification Page 19 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #1 You want to pull a report that will display all of the Internet Banking consumers who have not logged into the system for the past three months. In addition, you want to see if they are either locked out of the system or have been placed on hold. Steps to create the report: 1. Select new report 2. Enter the following information: Field to Search: Operation: Value to Search: 3. Select how you want to view report 4. Choose the Columns to View: _______________________________ _______________________________ _______________ 5. Select the sorting options and click Submit

20. Internet Banking Certification Page 20 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #2 You receive a returned undeliverable email from a communication you recently sent out to your Internet Banking consumers. The email address is janet@none.com. You want to find out which consumer is connected to the email address. Steps to create the report: 1. Select new report 2. Enter the following information: Field to Search: Operation: Value to Search: 3. Select how you want to view report 4. Choose the Columns to View: _______________________________ _______________________________ _______________ 5. Select the sorting options and click Submit

21. Internet Banking Certification Page 21 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #3 You want to pull a report that will display all of the Internet Banking consumers who have not registered for the bill payment service yet. Steps to create the report: 1. Select new report 2. Enter the following information: Field to Search: Operation: Value to Search: 3. Select how you want to view report 4. Choose the Columns to View: _______________________________ _______________________________ _______________________________ _______________ 5. Select the sorting options and click Submit

22. Internet Banking Certification Page 22 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Sample questions answered: Which consumers attempted transfers in Internet Banking? How much? Was it successful? Did a consumer change his/her password? Which consumers added scheduled recurring transfers and notifications? Who accepted the bill payment prompt? Which consumers changed their alternate user id? Features Pull reports of consumer activities in Internet Banking Useful for troubleshooting Save common queries for future use Five Weeks + Current Week of history stored at a time Reports > IB Activity Reports

23. Internet Banking Certification Page 23 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports > IB Activity Reports (cont’d)

24. Internet Banking Certification Page 24 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 1: Click on “New” to create a new report or click on a previously saved report. A Saved report will populate the parameters of a report you previously have saved. Only the parameters of the report is saved, not the information within the report. Up to 50 report formats may be saved. Reports > IB Activity Reports (cont’d)

25. Internet Banking Certification Page 25 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 2: Six weeks of history is contained within this report (5 weeks + the current week). Select either the week from the dropdown in the Date Selection area or enter in a valid date range. When entering a date in the boxes, ALWAYS use “dashes” to separate the mm-dd-yyyy. Reports > IB Activity Reports (cont’d)

26. Internet Banking Certification Page 26 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 3: The Query selection is the main contact of your report- you tell the system what information you want to find. You can be general or as specific as you like. Transaction Type: This is a long list of everything that your consumers can do. You can choose one or two transaction types and one or two values per type. Field to Search: This defaults to “All data” when you choose the transaction type. “All data” provides you all the data associated with the transaction. If you have more specific information regarding this transaction type then choose the most appropriate field to search. Value: If you choose something other than “All data” in Field to Search then you must fill in a value. TIP: If you narrow your search and the report does not return any results, go back and select All Data in the Field to Search, look at the phrasing of the columns and then narrow your search. Reports > IB Activity Reports (cont’d)

27. Internet Banking Certification Page 27 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 4: To save the report enter a title and choose Save from the dropdown menu. Select either Screen Display (to view from your computer) or Download Data File (to download to your local drive). If you are downloading to anything other than Excel then choose the appropriate delimiter from the drop down as well. Reports > IB Activity Reports (cont’d)

28. Internet Banking Certification Page 28 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #1 You want to pull a report that will display all of the transfers submitted through Internet Banking for the last 30 days. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: Field to Search: Value: 4. Select Screen Display and Submit Query

29. Internet Banking Certification Page 29 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #2 You want to pull a report that will display every consumer who has had a failed attempt at answering the forgotten password questions in the last six weeks. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: Field to Search: Value: 4. Select Screen Display and Submit Query

30. Internet Banking Certification Page 30 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #3 You want to pull a report that will display every consumer who changed their email address in Internet Banking this month. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: Field to Search: Value: 4. Select Screen Display and Submit Query

31. Internet Banking Certification Page 31 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #4 You want to pull a report that will display when a consumer registers for Internet Banking and provides an Alternate User ID. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: Field to Search: Value: 4. Select Screen Display and Submit Query

32. Internet Banking Certification Page 32 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports > IB End User Activity Features Snapshot of data extracted from the Internet Banking user database Lists the consumer that would be available if a User Report was completed Up to 13 reports are available for download: view information about your consumer from the previous business day as well as twelve historical month-end reports. Download reports into a (|) delimited file format Questions answered here: Who registered and when? When did they last login to Internet Banking? What was the last activity performed by the consumer? Did the consumer accept the disclosure? Do they have Bill Payment?

33. Internet Banking Certification Page 33 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports > IB End User Activity (cont’d) TIP: Refer to the ‘Steps to Download Reports’ job aid on the post work page for help in downloading this report.

34. Internet Banking Certification Page 34 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Below is a list of all fields included in this report: NOTE: If your financial institution was live prior to June 2009, any reports for the months prior to June 2009 will only include the first 8 fields. Any months after June 2009 will include all 16 fields. Reports > IB End User Activity (cont’d) FieldDescriptionSample Data IDConsumer’s IB Member ID11122222333 NameConsumer’s name as registered in IBJohn Doe IB Registration DateDate of IB Registration09/12/2007 Last Activity DateLast date of either IB login or SRT (most recent) 09/13/2007 (may be blank) Last IB Login DateLast date of IB login03/31/2009 Last Scheduled IB Activity DateLast date of SRT scheduled activity04/14/2009 (may be blank) Pre-RegisteredIs the consumer pre-registered?YES or NO Needs DisclosureDoes the consumer need to accept an IB related disclosure? YES or NO Email AddressEmail address used by member during IB registration johndoe@mailbox.com johndoe@mailbox.com (may be blank) Bill PaymentIs the consumer registered for bill pay?YES or NO/BLANK LockedIs the consumer locked out of IB?YES or NO/BLANK Online StatementHas the consumer opted in to online statements? (only populated if you financial institution captures OS disclosures) YES or NO/BLANK Waived Paper StatementHas the consumer waived paper statements? YES or NO/BLANK HoldIs the consumer in a HOLD status in IB? YES or NO/BLANK Forgotten PasswordHas the consumer indicated that they have forgotten their password? YES or NO/BLANK Password ExpiredHas the consumer’s password to IB expired? YES or NO/BLANK

35. Internet Banking Certification Page 35 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Email Manager Email Manager is an optional feature that can be purchased. It allows you to send emails to selected groups of consumers and can be accessed from the bottom of User Report and Activity Reporting results screens. NOTES: The emails that you create with Email Manager are sent to any consumer who appears in the query results and who has an active email address or any consumer that you upload (Growth and Retention Program only). The Operations and Marketing representatives from your financial institution should have access to Email Manager to send messages to consumers. Remember to view the recorded Email Manager webcast after this Certification course if you have purchase Email Manager. This is located on the Internet Banking Certification Training Resources page on the Training Channel of Admin Platform.

36. Internet Banking Certification Page 36 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Features Summarize Internet Banking transactions in daily and weekly tables. Get the big picture of what is taking place in Internet Banking. Six weeks (5 weeks plus current week) of history are stored at a time. Step 1: Choose the week Reports > IB Analyze Log Reporting

37. Internet Banking Certification Page 37 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 2: The report displays. Click on any day to see hour-by-hour details. Reports > IB Analyze Log Reporting (cont’d)

38. Internet Banking Certification Page 38 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. This page intentionally left blank.

39. Internet Banking Certification Page 39 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Website Statistics Reports

40. Internet Banking Certification Page 40 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports > Web Site Statistics Features  Internet Banking site statistics reports are available for each month.  These reports cover both Internet Banking as well as your financial institution’s public website statistics if your public website is hosted by IFS.  Web Center financial institutions: If your Web Center site on the same domain as IB, Site Statistics will provide details on both IB and Web Center activity. Examples include referral sites, hits based on time of day, etc. If IB and Web Center are on different domains, your financial institution must use the WCAC for public (Web Center) site reporting and Admin Platform’s Site Statistics for IB site reporting. Most installs have the IB and Web Center sites on the same domain.  The Service Level Agreement displays the percentage of IFS uptime and financial institution uptime for that particular month.

41. Internet Banking Certification Page 41 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Browsers - AllBreak down of browser type by version Browsers - UnknownStatistics for unknown browser types Domain/Countries - AllDomains/countries of consumer visiting your site Hosts - AllAll hosts that consumer use to visit your site Hosts - LastHosts used from most recent visit to the oldest visit IPs - UnknownIP addresses not resolved or identified by host Key Phrases - DetailPhrases used and number of times used Key Words - DetailKey words used and number of times used Op Systems - DetailsDetailed display of operating system and version Op Systems - UnknownStatistics for all unidentified operating systems Pages Not FoundList of broken pages on your site (aka 404 error) Referrer PagesWebsite pages that refer consumer to your site ReferrersList of search engines that refer consumer to your site Robots/Spiders - AllAll robots (used by search engines to find your site) Robots/Spiders - LastRobots from most recent visit to the oldest visit Summary ReportKey statistics: visitors, pages, hits and bandwidth URLs - DetailsFull list of viewed pages on your site URLs - EntryFirst page viewed by a visitor during their visit URLs - ExitLast page viewed by a visitor during their visit Serv. Level AgreementYour site’s uptime and IFS’ uptime Explanation of Reports Reports > Web Site Statistics (cont’d)

42. Internet Banking Certification Page 42 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports > Web Site Statistics (cont’d) Example: Main Summary Report Example: Entry URLs Report

43. Internet Banking Certification Page 43 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Administrator Reports

44. Internet Banking Certification Page 44 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Features Transactional report that tracks administrative access and functionality within the Management Console menu of Admin Platform Audit tracking tool to monitor administrator access to consumers’ information Three Weeks + Current Week of history stored at a time Reports > MC Console Activity Reports Sample questions answered Who put a hold on or otherwise did an activity on a consumer? Which administrator deleted a consumer, notification or scheduled/recurring transfer from the system? Who accepted or denied bill payment applications What actions did a particular administrator perform within the Management Console menu?

45. Internet Banking Certification Page 45 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports > MC Console Activity Reports (cont’d)

46. Internet Banking Certification Page 46 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 1: Click on “New” to create a new report or click on a previously saved report. A Saved report will populate the parameters of a report you previously have saved. Only the parameters of the report is saved, not the information within the report. Up to 50 report formats may be saved. Reports > MC Console Activity Reports (cont’d)

47. Internet Banking Certification Page 47 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 2: Four weeks of history is contained within this report (3 weeks + the current week). Select either Log File or enter in a valid date range. When entering a date in the boxes, ALWAYS use “dashes” to separate the mm-dd-yyyy. Reports > MC Console Activity Reports (cont’d)

48. Internet Banking Certification Page 48 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 3: The Query selection is the main contact of your report- you tell the system what information you want to find. You can be general or as specific as you like. Note that this report is identical to IB Activity Reports with two differences: 1) this report covers 3 weeks plus the current week 2) the list of transaction types. Reports > MC Console Activity Reports (cont’d)

49. Internet Banking Certification Page 49 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 4: To save the report enter a title and choose Save from the dropdown menu. Select either Screen Display (to view from your computer) or Download Data File (to download to your local drive). If you are downloading to anything other than Excel then choose the appropriate delimiter from the drop down as well. Reports > MC Console Activity Reports (cont’d)

50. Internet Banking Certification Page 50 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #1 You want to pull a report that will display all of the administrators who deleted scheduled and recurring transfers on behalf of a consumer. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: Field to Search: Value: 4. Select Screen Display and Submit Query

51. Internet Banking Certification Page 51 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #2 You want to pull a report that will display which administrator placed a hold on a specific consumer last week. The User ID is 300566673. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: Field to Search: Value: 4. Select Screen Display and Submit Query

52. Internet Banking Certification Page 52 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #3 You want to pull a report that will display all of the actions a particular administrator has performed within the Management Console menu for the month of March. The administrator User ID is ‘mapple’. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: Field to Search: Value: 4. Select Screen Display and Submit Query

53. Internet Banking Certification Page 53 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Note: Additional training is available in-product through the Simulation and Quick Help Guide icons: Log Viewer provides audit reporting for administrator access to the Admin Platform. Logs are pulled by date range and do not expire. A start and end date are required. Logs may also be further sorted by the following options: Event type (Login, Roles and Permissions, Change Profile, etc. If left blank, all events will be selected.) FI admin (All users that are setup to access Admin Platform for your FI. If left blank, all users will be selected.) Logs include User ID, date, time, IP address and details/values. Logs can be downloaded or saved in a CSV format. Home > Log Viewer

54. Internet Banking Certification Page 54 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 1: Select Home > Log Viewer from the Admin Platform navigation. Step 2: Specify the required Start Date and End Date. You may also select an optional event type or User ID and set the number of logs per page (25-100). Step 3: Click the View Logs button. Viewing a Log Home > Log Viewer (cont’d)

55. Internet Banking Certification Page 55 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Log Options Select a User ID in order to audit activity for one user. Select an optional Event Type to filter the results. Home > Log Viewer (cont’d)

56. Internet Banking Certification Page 56 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. View Log Results Step 4: The results screen will provide a summary of activity. Click the details icon to view additional details on each transaction. Home > Log Viewer (cont’d) Results may also be downloaded to a.csv file if desired. A query cannot contain more than 10,000 records.

57. Internet Banking Certification Page 57 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #1 You want to pull a report that will display all of the administrators who updated their profile this week. Steps to create the report: 1. Enter date rate for current week 2. Leave Select User ID as default 3. For Select Event Type choose __________ 4. Select View Logs

58. Internet Banking Certification Page 58 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #2 You want to see all activity for the user Admin. Steps to create the report: 1. Enter date rate for current week 2. For Select User ID choose __________ 3. Leave Select Event Type as default 4. Select View Logs

59. Internet Banking Certification Page 59 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario #3 You want to download all activity from last month for archival purposes. Steps to create the report: 1. Enter date rate for last month 2. Leave Select User ID as default 3. Leave Select Event Type as default 4. Select View Logs 5. Select Download These Results

60. Internet Banking Certification Page 60 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports – Practical Applications DUD = Display User Data UR = User Report IBEU = IB End User Reporting AR = Activity Report ALR = Analyze Log Report SS = Site Statistics CAR = MC Console Activity Reports LV = Log Viewer *Which report should I use?* 1.You are asked for a monthly report that tracks all administrator activity of tools in the Management Console menu. _____ 2.You want to know if consumer Elise J. Banker, User ID #802589237 has any scheduled and recurring transfers currently set up before you delete her. _____ 3.The Marketing Department asks you to determine the three most common Internet Banking transaction for the prior week. _____ 4.Run a report that shows all consumers who are currently active Internet Banking users, but have not registered for Bill Payment. _____ 5.You want a report to show all transfers initiated through Internet Banking. _____ 6.The audit department wants to see the Internet Banking Service Level Agreement for September. _____ 7.You want to see a snapshot of your Internet Banking database as of the last day of last month. _____ 8.You want to see a report tracking administrator activity for Admin Platform. _____

61. Internet Banking Certification Page 61 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – Display User Data Scenario #1: A consumer calls you and wants to know why a one-time transfer they submitted yesterday through Internet Banking did not post to their account. Steps to create the report: 1.Enter the User ID or Alternate ID 2. Select the appropriate report: Display Activity Report 3. Click Submit Scenario #2: You want to find out what the Alternate ID is for a specific consumer. Steps to create the report: 1.Enter the User ID or Alternate ID 2. Select the appropriate report: Display User Information 3. Click Submit Scenario #3: You are in the process of deleting an inactive user. Before you delete them in Admin Platform, you want to make sure they do not have any scheduled/recurring transfers or notifications currently active. Steps to create the report: 1. Enter the User ID or Alternate ID 2. Select the appropriate reports: Display Notification Summary Display SRT Summary 3. Click Submit

62. Internet Banking Certification Page 62 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – User Report Scenario #1: You want to pull a report that will display all of the Internet Banking consumers who have not logged into the system for the past three months. In addition, you want to see if they are either locked out of the system or have been placed on hold. 1. Select new report 2. Enter the following information: Field to Search: Last Login Date Operation: Greater Than or Equal To Value to Search: today’s date minus 3 months 3. Select how you want to view report 4. Choose the Columns to View: Hold Date and Account Locked 5. Select the sorting options and click Submit Scenario #2: You receive a returned undeliverable email from a communication you recently sent out to your Internet Banking consumers. The email address is janet@none.com. You want to find out which consumer is connected to the email address. 1.Select new report 2. Enter the following information: Field to Search: Email Operation: Equal To Value to Search: janet@none.com 3. Select how you want to view report 4. Choose the Columns to View: Customer Name 5. Select the sorting options and click Submit Scenario #3: You want to pull a report that will display all of the Internet Banking consumers who have not registered for the bill payment service yet. 1.Select new report 2. Enter the following information: Field to Search: Bill payment Number Operation: Equal To Value to Search: null 3. Select how you want to view report 4. Choose the Columns to View: Customer Name 5. Select the sorting options and click Submit

63. Internet Banking Certification Page 63 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – Activity Reporting Scenario #1: You want to pull a report that will display all of the transfers submitted through Internet Banking for the last 30 days. 1.Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: transfer Field to Search: All data Value: N/A 4. Select Screen Display and Submit Query Scenario #2: You want to pull a report that will display every consumer who has had a failed attempt at answering the forgotten password questions in the last six weeks. 1.Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: forgotten password Field to Search: result Value: failure 4. Select Screen Display and Submit Query 5. Select the sorting options and click Submit Scenario #3: You want to pull a report that will display every consumer who changed their email address in Internet Banking this month. 1.Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: change email Field to Search: All data Value: N/A 4. Select Screen Display and Submit Query Scenario #4: You want to pull a report that will display when a consumer registers for Internet Banking and provides an Alternate User ID. 1.Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: registration Field to Search: alternate user id Value: true 4. Select Screen Display and Submit Query

64. Internet Banking Certification Page 64 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – MC Console Activity Reports Scenario #1: You want to pull a report that will display all of the administrators who deleted scheduled and recurring transfers on behalf of a consumer. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: delete srt Field to Search: All data Value: N/A 4. Select Screen Display and Submit Query Scenario #2: You want to pull a report that will display which administrator placed a hold on a specific consumer last week. The User ID is 300566673. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: hold applied Field to Search: customer Value: 300566673 4. Select Screen Display and Submit Query Scenario #3: You want to pull a report that will display all of the actions a particular administrator has performed within the Management Console menu for the month of March. The administrator User ID is ‘mapple’. Steps to create the report: 1. Select new report 2. Select the appropriate date range 3. Enter the following information: Transaction Type: All transactions Field to Search: admin user\ Value: mapple 4. Select Screen Display and Submit Query

65. Internet Banking Certification Page 65 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – Log Viewer Scenario #1: You want to pull a report that will display all of the administrators who updated their profile this week. Steps to create the report: 1. Enter date rate for current week 2. Leave Select User ID as default 3. For Select Event Type choose Change Profile 4. Select View Logs Scenario #2: You want to see all activity for the user Admin. Steps to create the report: 1. Enter date rate for current week 2. For Select User ID choose Admin 3. Leave Select Event Type as default 4. Select View Logs Scenario #3: You want to download all activity from last month for archival purposes. Steps to create the report: 1. Enter date rate for last month 2. Leave Select User ID as default 3. Leave Select Event Type as default 4. Select View Logs 5. Select Download These Results

66. Internet Banking Certification Page 66 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports – Practical Applications 1.You are asked for a monthly report that tracks all administrator activity of tools in the Management Console menu. MC Console Activity Reports 2.You want to know if consumer Elise J. Banker, User ID #802589237 has any scheduled and recurring transfers currently set up before you delete her. Display User Data 3.The Marketing Department asks you to determine the three most common Internet Banking transaction for the prior week. Analyze Log Report 4.Run a report that shows all consumers who are currently active Internet Banking users, but have not registered for Bill Payment. User Report 5.You want a report to show all transfers initiated through Internet Banking. Activity Report 6.The audit department wants to see the Internet Banking Service Level Agreement for September. Site Statistics 7.You want to see a snapshot of your Internet Banking database as of the last day of last month. IB End User Reporting 8.You want to see a report tracking administrator activity for Admin Platform. Log Viewer

67. Internet Banking Certification Page 67 Module 6: Reports © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Reports - Objectives In this section, we learned how to:  run the various consumer activity reports  access the site statistics and service level agreement reports  run the administrator activity and log viewer reports