Retail reports are provided to ensure Office Leadership is well informed of the activity that occurs in each office. These reports are used for coaching and development of Associates, to determine if staffing is correctly aligned, to determine training needs, and to drive sales.
Office
These office specific reports give information on various ATM/ITM activity and all activity performed by Personal Bankers
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Debit Cards
See Debit Card Reports for information on both the Debit Cards Issued report and the Debit Cards Fees report.
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Carefree Checking
See Carefree Checking Reports for details on both the Details and Opening Ratio reports for the Carefree product.
DeleteCCI.MS.Other-Referrals
CCI.MS.Other Referrals This file also contains reports for Year to Date and Quarterly results for Capital City Investments, Merchant Services and Other referrals.
DeleteCredit Cards
See Credit Card Reports for instructions on the Denied Applications, CC Production Report and CC Sales Report.
DeleteMerchant Services
See Merchant Service Reports for information on the Bonus Tracker report and the MS Production Report.
DeleteRetail Support Reporting
SDB Reports
See Safe Deposit Box Reports for information on:
- Closed SDB Report
- Drill SDB Report
- New SDB Report
- Past Due SDB Report
- Revised SDB Report
Other
These reports are not saved in folders but are either emailed to Associates as needed or have to be pulled from various programs.
DER Report
The DER Report is emailed weekly and requires action if you are found to be on the report. If you are unable to clear the Document Exceptions in a timely manner see: DER Exception and Extension Procedures
DeleteOverride Report
Pull the Override Report to view prior days teller transactions to ensure procedure was followed in regards to Overrides and viewing alert messages.
DeleteImage Exception Report (IEC)
Image Exception Report- this report is emailed daily. Check report and process corrections timely (as needed)
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