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Tools & Resources

Reports


6.1 User Key Total Treasury Activity Report
The Activity report presents all activity that was done in the Key Total Treasury application by all users in your company. Use the filters to narrow down the results. You can also print or download to PDF for offline access.
Select ‘View Activity’ in the User section of the of the Self Service Homepage.
This reports the latest activities by all users. Print or PDF options are to the right.
1. Select ‘Edit’ to add filters.
2. Select the filter options.
3. Click ‘View’ to see the customized report.
6.2 User Maintenance and Self Service Activity Report
The Maintenance report presents all activity that was completed in the Self Service application by any user in your company or by KeyBank administrators. Use the filters to narrow down the results; and print or download to PDF for offline access.
1. Select ‘View Maintenance’ in the User section of the of the Self Service Homepage.
2. Selecting ‘Edit’ will allow additional filter options. Print or PDF options are to the right.
3. For companies with secondary authorization, some events will include a ‘View Detail’ link. Click to view the details of the request.