The Co-Pilot Audit Report provides a view of CSR actions taken primarily in Q2 Co-Pilot, but may also include actions performed in Q2 Console and Q2central.
Q2 Co-Pilot is a web-based tool that allows financial institutions' CSRs or other support representatives to perform online banking support functions to end users. As a result, this report can contain detailed information pertaining to logins, password resets, login unlocks, log offs, and session timeouts.
For more information on the available features of Q2 Co-Pilot, as well as the support actions CSRs can perform for end users, see the Q2 Co-Pilot Overview in the Q2 Co-Pilot section of the Documentation Hub.
To view and use Generated Reports in Q2 Console Reporting, you'll need specific rights (permissions) assigned to you in Q2 Console Administration. CSR rights are configured on the Administration > CSR Roles page in Q2 Console.
For information on the required entitlements to view and run the Co-Pilot Audit Report, see the Generated Reports rights section of Rights for CSR roles in Q2 Console.
In the Generate report tab of the Generated Reports page, select Co-Pilot Audit Report from the list of available reports. This opens the report parameters.
Required search parameters within this report include:
-
Start Date—the earliest date from which to pull report data.
-
End Date—the last date from which to pull report data.
Tip
Select the tooltip next to the report title to see the earliest date you can retrieve data.
Note
This report can return a large amount of data. For best results, select the minimum date range for your needs.
After selecting the desired date parameter, select Run Report to generate the report. When completed, the generated report will show in the Reports tab. You can download or export the completed report as a CSV or PDF file.
The following table provides clarifications on action terms you may encounter within the Co-Pilot Audit Report. The action term represents the audit action that was carried out by the CSR or FI support representative. The action description indicates the result that occurred if the action was successful.
Table 20. Co-Pilot audit report actions
|
Database term |
Action term |
Action description |
|---|---|---|
|
ChangePasswordOnBehalfOf |
Password Reset |
A CSR user changed a password for an end user. |
|
ChangePasswordStatus |
Login Enabled (also may appear as Login Unlock) |
A CSR user changed an end user's password status. This can occur either through a password reset or through enabling or disabling a user login. |
|
ChangePasswordStatusDisabled |
Login Disabled |
A CSR disabled a login for an end user, thus removing the end user's ability to sign in successfully. |
|
CreateCsrAssistLogin |
CSR Assist |
A CSR initiated a CSR Assist login to an online banking end user's experience. This can be used as a temporary login for the CSR user in to an end user's online banking experience to assist or troubleshoot an issue for the end user. |
|
DisableUser |
User Disabled |
A CSR disabled an end user. |
|
ActivateUser |
User Enabled |
A CSR enabled an end user. |
|
AddSecureAccessCodeTarget |
Add SAC Contact |
A CSR added a Secure Access Code (SAC) delivery method to an end user's profile. NoteAcceptable Q2 supported SAC methods include email, voice, text/SMS, and push notifications. Voice SAC requires Voice Banking and accepted SAC methods may vary by FI. These methods may be reconfigured by Q2 per FI request. |
|
DeleteSecureAccessCodeTarget |
Delete SAC Contact |
A CSR user deleted an existing Secure Access Code delivery method from an end user's profile. |
|
SendNotification |
Send Notification |
A CSR user sent an alert notification to an end user. Notification methods include email, text/SMS, voice, and push notifications. |
|
LogonAdminAssist |
Logon Admin Assist |
A CSR user logged in to Q2 Co-Pilot using the direct URL. NoteQ2 Assist was replaced by Q2 Co-Pilot. |
Note
While the audit actions identified in this report will primarily be actions completed in Q2 Co-Pilot, some audit action occurrences may have also been carried out in Q2central or Q2 Console User Management.
For more information on generating reports in Q2 Console, see Generated Reports in Q2 Console Reporting.