Support
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Activity overview
Latest activity by Support-
Support created an article,
My Reports
'My Reports' is your workspace within the BankBI application where you can store your preferred 'go to' reports. These report selections are private and are created and tailored by you. To create...
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Support created an article,
Chart of Accounts Mapping - Map Unclassified GL Accounts
Chart Of Accounts Mapping - Edit New GL Lines in BankBI Customers can manage their Chart of Accounts within the BankBI Administration area. There are several changes that can be made when managing...
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Support created an article,
Support for TLS 1.2 required to install BankBI Upload Agent
Due to the deprecation of Transport Layer Security (TLS) 1.0 and 1.1 in March 2020 (https://arstechnica.com/gadgets/2018/10/browser-vendors-unite-to-end-support-for-20-year-old-tls-1-0/), the BankB...
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Support created an article,
New Visualisation Updates in BankBI Financial Performance & Banking Performance - June 2020
We have been working on a full review of our visualisations and would like to share some of our recent changes. Click Sparklines for Pop-up Charts Many of our dashboards and reports include sparkli...
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Support created an article,
Charter Number Definition
Basic description Credit unions need a charter number, which is a license to operate. This will be applied for by the Credit Union and received from either the National Credit Union Administration ...
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Support created an article,
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Support created an article,
File Upload Encryption
Introduction BankBI strongly advises that no personally identifiable information (PII) is uploaded to our cloud analytics platform. There are, however, circumstances where it is desirable to be abl...
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Support created an article,
Ratio Definition
Basic description Financial Performance Reports provide a financial summary for a credit union, including assets, liabilities & capital, and income & expense. Peer average ratios and aggregate FPRs...
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Support created an article,
Peer Analysis Report Packs
Basic description Peer Analysis Report packs for Credits Unions containing the following report groups and information. Performance Analysis • Sustainable Growth Model • Performance Ratios...
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Support created an article,
Peer Groups and their Ranges
Basic description The Peer Group refers to the Asset size, state, region and or all credit Unions. Uses This enables you to select a variety of reporting options, enabling comparative analysis agai...