Craig
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Activity overview
Latest activity by Craig-
Craig created an article,
BankBI Chart of Accounts - How to Edit Descriptions
The BankBI Chart of Accounts table allows users with Administrative rights to edit descriptions displayed within BankBI reporting and dashboards. This can be performed when GL lines have been mapp...
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Craig created an article,
Editing Branches
BankBI has a function that enables users to perform on screen editing of tables held. This allows users to edit descriptions, branch descriptions, product groupings and even map newly used GL line...
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Craig created an article,
Exporting Data to Excel
There are now a number of options for exporting reports and data from BankBI to a number of different sources. These include PNG image files, PDF files, Word, Excel and all the data to a .ZIP fold...
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Craig created an article,
Exporting Reports
There are now a number of options for exporting reports and data from BankBI to a number of different sources. These include PNG image files, PDF files, Word, Excel and all the data to a .ZIP fold...
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Craig created an article,
Adjusting Page Width and Aligning Reports
Reports are displayed in BankBI in 'Full Width' which intuitively makes use of the full display you are using to view any given report. However you can adjust the view by clicking the 'Fixed Width...
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Craig created an article,
Report Filters
Many of the Reports in BankBI provide options to filter various data options in the report. These filters include selections of different time periods of data, budgets, actual or average balances ...
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Craig created an article,
Help & Support
For Help and support please click on the ‘Help’ tab pictured. This will take you directly to our client support area, offering user support and guidance. You can also contact us from this area shou...
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Craig created an article,
Administration in BankBI
To go to the Administration area within the BankBI application please click on the ‘Admin’ tab pictured. This will take users to an administration area within BankBI where a range of tasks can be...
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Craig created an article,
Log Out of BankBI
To Logout of the BankBI application safely click on the ‘Logout’ Tab pictured. If there has been no activity in a browser for 30 minutes, you will be timed out and will be required to log back ...
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Craig created an article,
Account Changes in My Account
Click the blue name font or go to "My Account" in the admin area. Here you will see an overview of the on screen name (as it appears to the user within BankBI), email address, the option to change...