Customizing Teller Journal Reports to View Specific Information

Customizing Teller Journal Reports to View Specific Information

 

You can customize EZTeller journals to view specific information by creating a new query and modifying the tabs in the Configure Query window. Criteria you can define are EZTeller roles, Accounts, Transactions, Time, Date, and Status.


  1. Open Superview and select your role.

    Note: Superview access is defined under Security Details; if you don't have access to this module, contact your administrator.

    Depending on your authority level, you might be required to select a working group when opening Superview > structural hierarchy. Select the branch you are modifying, and then click OK.
  2. Select EZTeller Roles > Journal Scan.

    The Query Selection screen displays showing a list of default queries.
  3. Select New Query.
     
    The Query Name screen appears.
  4. Enter a name for the new query, or click OK to use the suggested name.

    The Configure Query screen appears.
  5. Define criteria from the list of tabs in the Configure Query screen.
  • EZTeller Roles
  • Account
  • Amount
  • Transactions
  • Time
  • Date
  • Status
  1. Click Save when you are finished defining the query.

    Note: Do not click Save until you have finished defining your query.

    The Query Selection screen displays.
  1. Click Run Query to view journal record results.
  2. Click Close to return to the main screen.

 

ArticleNumber:

000045495

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