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Search & Reporting Functionality


3.1 View Intraday or Previous Day Reports

From the KeyNavigator Mobile home page, tap Account Information. The following menu will then become available on the screen

  1. Depending on which report you would like to view, tap either IntraDay Report or Previous Day Report. The next screen will then display based on your selection

    Within each report you can filter and sort transactions to view additional details.

3.2 Viewing Intraday Report Details

  1. Tap the right pointing arrow (>) button to view your IntraDay account details.

    1. From the account details page, each credit and debit that is underlined is a hyperlink that can be clicked to view more specific details
  2. After choosing a specific account, tap All Transactions to view a list of all transactions at the same time (rather than by transaction group).
  3. Tap Get More to view more transactions

  4. Tap the Magnifying Glass to search for an account or transaction.
    1. To bring an account or transaction to the top of the list, type the first few letters or numbers of the account or transaction in the search box.
    2. To return to the account or transaction list, delete the text entered from the search box.

3.3 Viewing Previous Day Report Details

  1. Tap the right pointing arrow (>) button to view Previous Day account details.

    1. From the account details page, each credit and debit that is underlined is a hyperlink that can be clicked to view more specific details.
  2. Tap All Transactions to view a list of all transactions at the same time (rather than by transaction group).
  3. Tap Get More to view more transactions.
  4. Tap the Magnifying Glass to search for an account or transaction.
    1. To bring an account or transaction to the top of the list, type the first few letters or numbers of the account or transaction in the search box.
    2. To return to the account or transaction list, delete the text entered from the search box.
  5. Tap the Date button to set a date to see transactions for a specific date. Scroll to select the date and then tap Set to set the date and see results for the date selected or Cancel to return to the previous screen.

3.4 Search Transactions

  1. From the KeyNavigator home page, tap Account Information, then select Search Transactions

  2. Select the item you would like to base your transaction search on
    1. Current Day

      Your options include searching by the current date, the previous day, the past 5, 15, or 30 days or you can enter your own custom date. When the appropriate has been chosen, click Search.

    2. Select Transaction Group

      To choose a transaction group to search, tap the group or groups you would like to search. When you tap a group, your selection is confirmed with a checkmark appearing to the left of the name of the transaction group. When the appropriate selections have been made, click Search.

    3. Select Accounts

      Choose which account(s) you would like to include in the search. When you tap an account, your selection is confirmed with a checkmark appearing to the left of the name of the account. When the appropriate selections have been made, click Search.

    4. Select Amount Range

      This section allows you to enter a range of amounts to narrow the search. You do have to specify a starting amount. When you have entered the appropriate amount(s), click Search.

  3. After the search results load, you can tap:
    1. Get More for more results.
    2. Save Search to save the search to the Select Saved Search option for future use.
    3. The back arrow to return to the previous screen.