My Agency > Reports > Audit Trail Report

The Audit Trail Report is used to report on profile and agency fee changes in the application. Tracked information includes information such as the category of change, where the change was made, original and modified values related to the change, and who made the change. This report is accessed via the Reports page in the My Agency menu.

Filter the report data

• Use the Filters options at the top of the page to filter the changes that display in the data grid below.
• The Date From and Date To fields are used to filter the changes by a specified date range.
• Click the Filters button to access additional filters on the report filters screen.

• The Date Range Times section is used to change the time used when filtering the report by the Date From and Date To fields accessed on the main report window. By default, these times are set to the first minute of the Date From (12:00 AM) and the last minute of the Date To (11:59 PM).
• The Reference section is used to filter the changes displayed in the report.
  • The Category field is used to specify the type of change that will be displayed in the report. Users can filter the report to display only changes to user Profiles, only changes to Agency Fees, or both categories of changes by selecting Any.
  • The Account Number field is used to filter the report by a specific customer account number. This can be useful when investigating issues with changes made to specific CPO accounts.
  • The Affected Member field is used to filter the report by the individual member whose profile was affected as part of the tracked change. As with the Account Number field above, this filter is useful when investigating changes made to individual member profiles.
  • The Changed By field is used to filter the report by the individual, whether that be an agency user or a member, who made the tracked change.
• The Clear button is used to reset all filters.
• Click the Apply button to filter the audit trail changes according the criteria entered above.
• Once the changes have been filtered, the specified data filters will display across the top of the page.
• Use the column headings to sort the displayed changes.
• Click the Export button to export the filtered changes in an Excel spreadsheet or a .CSV file.

My Agency > Reports > Profile Report

The Profile Report is used to report on member profile data, such as account information, optional enrollment status, and important dates. This report is accessed via the Reports page in the My Agency menu.

Filter the report data

Use the Filters button at the top of the page to filter the user profiles that display in the data grid below. This will open the report filters screen.

• The Reference section is used to filter the displayed profiles by individual users.
  • The Customer Account field is used to specify an individual member account number in order to generate the report for a single member.
  • The Login field is used to specify the login email address of an individual member account in order to generate the report for a single member.
• The Account Options section is used to filter the displayed profiles by the account options specified on the member profile itself.
  • Use the Primary Account Holder, AutoPay, Paper Bill, and Electronic Bill fields to filter the members on the report by their status for each of these profile options. The status options are Any, Yes, and No. For example, if your organization would like to suggest that members sign up for electronic billing, select No in the Electronic Bill field and the generated report will provide a list of all members who are not signed up for electronic billing.
• The Account Dates section is used to filter the displayed profiles by important account dates.
  • The Created Date From and Created Date To fields are used to filter the displayed member profiles by the date the profile was created.
  • The Last Login Date From and Last Login Date To fields are used to filter the displayed member profiles by the date the member last logged in to CPO.
• The Clear button is used to reset all filters.
• Click the Apply button to filter the user profiles according the criteria entered above.
• Once the user profiles have been filtered, the specified data filters will display across the top of the page.
• Use the column headings to sort the displayed user profiles.
• Click the Export button to export the filtered profiles in an Excel spreadsheet or a .CSV file.

My Agency > Reports > Transaction Report

The Transaction Report is used to generate a filtered report of CPO transactions. This report is accessed via the Reports page in the My Agency menu.

Filter the report data

• Click the Filters button at the top of the page to filter the transactions that display in the data grid below.

• The Date Ranges section is used to filter the transactions displayed in the report by different date ranges.
  • The Payment Start and End, Settlement Start and End, and Check Return Start and End fields are used to filter the report by the payment, settlement, and check return dates associated with the filtered transaction.
    • Start and end dates can be specified individually, allowing you to return all transactions before the specified end date or all transactions after the specified start date.
  • The Batch Date field is used to filter the transactions by the batch date associated with the transaction.
    • This date will be determined in part by the Batch Cutoff Time set on the My Agency> General Information page.
• The Reference section is used to filter the transactions displayed in the report by specific account details.
  • The Account Number field is used to filter the report by a specific customer account number.
  • The Member field is used to filter the report by the individual member associated with the transaction.
  • The SB Lookup field is used to filter the report by the SB Lookup num ber. This is a CivicPay ID generated and assigned by CivicPay and passed as a payment ID number into Springbrook. This number can be found in the cr_reciept.payment_id field in CR QBE or the UB Account History Payment Description field.
  • The Provider Key field is used to filter the report by the gateway provider that processed the transaction.
• The Source toggles are used to filter the transactions by the sources where the transactions originated.
• The Payment Type toggles are used to filter the transactions by individual credit card or ACH payment type.
  • If no selections are made in the Source or Payment Type toggles, all sources and payment types will be included in the results.
• The Clear button is used to reset all filters.
• Click the Apply button to filter the displayed transactions according the criteria entered above.
• Once the changes have been filtered, the specified data filters will display across the top of the page.
• Use the column headings to sort the displayed changes.
• Click the Export button to export the filtered transactions in an Excel spreadsheet or a .CSV file.