The User Preferences Updates Report shows end-user initiated updates for a specified time period.
Updates may include:
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Changes to name, phone number, email, and address
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User-level rights, including:
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Transaction rights
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Feature rights
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Account rights
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Policy dashboard rights
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Secure access code (SAC) targets
Note
Actions taken by end users and actions taken by a CSR User will both be included in this report. This report tracks actions done in both UUX and in Back Office.
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 User Preferences Updates Report, see the "Generated Reports rights" section of Rights for CSR roles in Q2 Console.
In the Generate report tab, select the User Preferences Updates Report from the list of available report titles.
Search parameters within this report include:
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Start Date (required)
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End Date (required)
Note
This report can return a large amount of data. For best results, enter the smallest date range possible for your needs.
After setting the parameters, select the Run report button () 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 User Preferences Updates Report. Because this report includes actions taken by both end users and CSR users, the action descriptions include multiple potential scenarios in which the action term might appear in the report data.
Table 22. User Preferences Updates report actions
|
Action term |
Action description |
|---|---|
|
Added Access Code Target |
An end user or CSR user added a target address for secure or temporary access code delivery in User Management, Q2 Co-Pilot, or digital banking. The access code target may be used as multi-factor authentication, including during logins, if a password is forgotten, or to authorize transactions for a user. |
|
Added Account Access |
A corporate banking admin user or a CSR user added account access for an end user. |
|
Added Address |
An end user or a CSR user added an address to the user profile. |
|
Added Phone Number |
An end user or a CSR user added a phone number to the user profile. |
|
Changed Account Access |
A corporate banking admin user or a CSR user edited account access for an end user. |
|
Changed Address |
An end user or a CSR user changed an address in the user profile. |
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Changed Email Address |
An end user or a CSR user changed an email address in the user profile. |
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Changed Phone Number |
An end user or a CSR user changed a phone number in the user profile. |
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Changed User |
An end user or a CSR user changed the user's name, title, or suffix information within online banking or User Management, respectively. |
|
Changed User Rights |
A corporate banking admin user or a CSR user changed a user's rights in commercial banking or User Management, respectively. |
For more information on generating reports in Q2 Console, see Generated Reports in Q2 Console Reporting.