Reporting release notes

Upcoming changes

There are currently no upcoming changes.

Latest release

Note: Updates to release notes after the early release notes are published are noted with a *NEW* tag.

September 28, 2023 (Reporting 3.38.0)

What's new

Introducing Generated Reports

Generated Reports in Q2 Console Reporting delivers enhanced audit reporting with improved abilities to filter data within specified date ranges. With Generated Reports, you can select a specific report from the list of available reports, enter your search parameters, and run the report. You can view or download the report when it has finished processing.

To open Generated Reports, select the corresponding tab from the left navigation menu in Q2 Console Reporting.

left navigation menu in console reporting

Generated Reports includes two sections. The Generate report tab lists available reports you can generate. The Reports tab allows you to track the status of generated reports, download completed reports once they've finished processing, and regenerate any reports that couldn't be created.

Generated reports page showing report list

For more information and specific instructions on how to generate a report, see Generated Reports. (CREPORT-733)

Additional changes

  • Adjusted entitlements in Q2 Console Reporting to add the ability to edit permission sets for viewing specific contents of the left navigation menu. (CREPORT-681)

August 31, 2023 (Reporting 3.36.0)

What's new

August 17, 2023 (Reporting 3.35.0)

What's new

  • No new features or fixes for Q2 Console Reporting in this release.

August 3, 2023 (Reporting 3.34.0)

What's New

  • For FIs with PTEs, the Q2 Console Reporting tile is now available with Q2central reports included. (CREPORT-485))

June 27, 2023 (Reporting 3.33.0)

This release includes the following update:

What's new

  • When an API call fails or times out, an error banner appears to alert users of the status. (CREPORT-492)

June 8, 2023 (Reporting 3.32.0)

This release includes the following update:

What's new

  • Updated the CPFM Users report to include a CPFM enrollment card that contains a funnel graph displaying the maximum number of users in a selected month that have been granted permissions in Q2central, accepted the CPFM terms and conditions, and aggregated an account. The CPFM users card contains graphs displaying these three values over time by day. For more information, see CPFM. (CREPORT-518)

March 20 (Reporting 3.30.0)

This release includes the following updates:

What's new

  • *NEW* Moved the CPFM data collection time frame to after-business hours. Previously, the current-day field input defaulted to zero. Now, the default day is set to yesterday, which contains the most recent set of complete data.

    (CREPORT-505)

January 4, 2023 (Reporting 3.24.0)

This release includes the following updates:

Fixes

  • Removed the Graph over Time card to enhance the loading speed of the Visitors page. (CREPORT-331)

November 23, 2022 (Reporting 3.23.0)

This release includes the following updates:

What's new

  • Added the ability to run Q2central reports in PDF and Text formats. (CREPORT-283, CREPORT-320)

  • Removed the Q2central reports tile. Q2central reports can be accessed in the Reporting tile. (CREPORT-338)

September 14, 2022 (Reporting 3.20.0)

This release includes the following updates:

Fixes

  • Fixed an issue where Q2central reports didn't open in Firefox® and Safari®. When a user selects the View report button in the new dialog, the report now displays in a new tab. (CREPORT-254)

August 3, 2022 (Reporting 3.19.0)

This release includes the following updates:

What's new

Added a new report

A new Platform Security Overview report has been added to Console Reporting. This report includes:

  • An Authentication Score card that displays the authentication score of Your FI against the Q2 FI Average.

  • A Transaction Authorization Score card that displays the transaction authorization score of Your FI against the Q2 FI Average.

  • An Administrative Score card that displays the administrative score of Your FI against the Q2 FI Average.

(CREPORT-198)

April 13, 2022 (Reporting 3.15.0)

This release includes the following updates:

What's new

  • Corrected outdated help links. (CREPORT-215)

  • Updated the time range limit for reports to thirteen months. (CREPORT-191)

January 19, 2022 (Reporting 3.13.0)

This release includes the following updates:

Fixes

  • Fixed an issue where a blank page incorrectly displayed after a user logged into the Console Reporting tile. (CREPORT-189)

October 27, 2021 (Reporting 3.11.0)

This release includes the following updates:

What's new

Added the ability to run Q2central reports

You can now run Q2central reports within Console Reporting, completely bypassing the need to log in to Q2central. Use this feature to help with day-to-day reporting needs, such as reviewing FI staff activity or transaction limits.
Q2central Reports tab

For more information about Q2central Reports, see Using Q2central Reports. (CREPORT-98)

October 13, 2021 (Reporting 3.10.0)

What's new

Added new Prevented login attempts to Sessions

Several new error statuses have been added to the Prevented login attempts card on the Sessions page. For the full list of prevented login attempts with descriptions, see Sessions. (CREPORT-102)

September 29, 2021 (Reporting 3.9.0)

This release includes the following updates:

What's new

Added new CPFM data

The Feature Data tab has been updated to provide additional data for the Contextual Personal Financial Management (CPFM) feature of digital banking. There are now two CPFM reports: CPFM Accounts and CPFM Users. The CPFM Accounts report continues to provide data for external accounts, external financial institutions, and external product types. The new CPFM Users report provides unique visualizations on the total number of users that have:

  • been granted permissions in Q2central.

  • accepted the CPFM terms and conditions.

  • aggregated an account.

Note: The data provided on the CPFM Users report is updated on the first of every month, and is available after 3:30 PM Central Time.

(CREPORT-140)

Added a CPFM users card

A CPFM users card has been added to the CPFM Users report. Coordinating with the CPFM user journey card, this card provides a line graph that indicates the number of users that have:

  • been granted permissions in Q2central.

  • accepted the CPFM terms and conditions.

  • aggregated an account.

CPFM Users tab

(CREPORT-126)

September 15, 2021 (Reporting 3.8.0)

This release includes the following updates:

What's new

Added a CPFM user journey card

A CPFM user journey card has been added to the CPFM page. This card indicates the number of users with CPFM (Contextual Personal Financial Management) enabled, the number of users that have accepted the CPFM terms and conditions, and the number of users who have aggregated an account. This data is updated on the first of every month and is available after 3:30 PM Central Time.

CPFM tab

(CREPORT-79)

September 8, 2021 (Reporting 3.7.0)

This release includes the following update:

What's new

Added a Failed transactions card

A Failed transactions card has been added to the Authorized Transactions page. This card indicates the number of times a particular error has caused a transaction to fail.

Security data tab

(CREPORT-93)

August 27, 2021 (Reporting 3.6.1)

This release includes the following update:

Fixes

  • Fixed an issue with the SSO function where users had to log in to the User Management tile before they could access Reporting. (CREPORT-106)

August 24, 2021 (Reporting 3.6.0)

This release includes the following update:

What's new

Added an Authorized Transactions page

The Authorized Transactions page has been added to Reporting. This page includes the following features:

  • A data banner that displays the Total transactions (count), Total transactions (amount), Largest transaction, and Mobile device transactions.

  • An Authorized Transactions graph that displays the number of transactions that were authorized during a given date range.

  • A Devices card that indicates the number of transactions that were authorized on Mobile, Desktop, and Tablet devices during a given date range.

  • An IP location card that indicates the location of the IP addresses associated with the authorization during a given date range.

  • An App & browsers card that indicates how many transactions were authorized on a particular browser during a given date range.

  • An Operating Systems card that indicates how many transactions were authorized on a particular operating system during a given date range.

  • A Central groups card that indicates how many transactions were authorized during a given date range for each Group.

(CREPORT-41)

July 27, 2021 (Reporting 3.4.0)

This release includes the following updates:

What's new

  • Added a Login type filter to the Sessions and Visitors page that allows you to filter users based on how they logged in to digital banking, either through the default login page or through Q2's Inbound SSO. (CREPORT-45)

Fixes

  • Removed the time synchronization requirement for end-to-end encryption. (CREPORT-78)

June 8, 2021 (Reporting 3.3.0)

This release includes the following updates:

What's new

  • Added a print (Print icon) button in the upper-right corner of the page that allows users to print reports. This option generates accessible, user-friendly PDFs. (CREPORT-42)

Fixes

  • Fixed an issue where the graph on the CPFM page did not display as expected if the browser width was reduced. (CREPORT-40)

May 25, 2021 (Reporting 3.2.0)

This release includes the following updates:

What's new

Added the ability to export data

You can now export aggregate data from cards in each report as a CSV file by selecting the download (download icon) button in the upper-right corner of the page.

Note: Additional file types will be available for export in a future release.

Download data popup

(DE-315)

Additional change

  • Changed the name of the Transactions report to Processed Transactions. (CREPORT-39)

May 11, 2021 (Reporting 3.1.0)

This release includes the following updates:

What's new

Added page filters

You can now filter data in reports under the Digital Banking Data dropdown option in the side menu. The following page filters have been added to both the Sessions and Visitors pages:

  • Devices

  • Browsers

  • Operating systems

  • Central groups

  • States

  • Countries

(DE-308, DE-542)

The following page filters have been added to the Transactions page:

  • Transaction types

  • Central groups

( DE-543)

April 22, 2021 (Reporting 3.0.0)

This release includes the following updates:

What's new

Improved the navigation

The user interface of Reporting has been updated to improve the navigation from tabs in the subheader to a collapsible side navigation. In addition, the date picker and cards have been restyled and moved into the body of the pages.

Sesssions tab

Note: This update has altered the URLs of the pages within Reporting.

(DE-483)

Additional changes

  • Added a Mobile remote deposit transaction type to the Transactions page. (DE-535)

  • Updated the name of the application to Reporting.

Note: The tile name in SSO has also been changed to Reporting.

(DE-549)

Fixes

  • Fixed an issue where data would not display for some users whose FI does not have Zones. (DE-540)

March 23, 2021 (Reporting 2.2.0)

This release includes the following updates:

What's new

Added Zone selection

If your FI is enabled for Zones, CSRs can now select a Zone from the drop-down list in the top-right corner of the application. After CSRs select a Zone, only data that belongs to that Zone will display. (DE-488)

Added a Visitors page

The Visitors page has been added to Reporting. This page includes the following features:

  • A Visitors graph that displays the number of unique end users that logged in to digital baking during a given date range. (DE-241)
  • A Devices card that indicates the number of visitors that used Desktop, Mobile, Tablet, and Other devices to log in to digital banking during a given date range. (DE-243)
  • An Operating Systems card that indicates how many visitors used each operating system to log in to digital banking during a given date range. (DE-244)
  • An App & browsers card that indicates the number of visitors that used each app or browser to log in to digital banking during a given date range. (DE-245)
  • A Central groups card that indicates the number of visitors that logged in to digital banking during a given date range for each Group. (DE-247)

March 9, 2021 (Reporting 2.1.0)

This release includes the following updates:

What's new

Added a CPFM (Contextual Personal Financial Management) page

The CPFM page has been added to Reporting. This page includes the following features:

  • A banner that displays External accounts (count), External accounts (amount), External financial insitutions, and External product types.(DE-254)
  • An External accounts graph with a toggle that allows users to switch between the Count and Amount displays. (DE-255)
  • An Accounts by product type card. (DE-256)
  • An Accounts by institution card. (DE-257)

Note: The CPFM page will only appear for FIs who have purchased this feature.

February 23, 2021 (Reporting 2.0.9)

This release includes the following update:

What's new

  • Added a Mitigated traffic checkbox under the Sessions graph that displays a security data overlay when selected. (DE-392)

February 9, 2021 (Reporting 2.0.8)

This release includes the following updates:

What's new

  • Added a toggle to the Transaction types graph on the Transactions page that allows users to switch between the Count and Amount displays. (DE-416)
  • Added a Help button to the user menu that links to the Reporting Help. (DE-425)
  • Added an Options menu to the graphs on the Sessions, Transactions, and Security pages that allows users to access information About this data. (DE-438)
  • Added About this data dialog boxes to the Sessions, Transactions, and Security pages that include links to the Data Glossary in the Reporting Help. (DE-439)

January 26, 2021 (Reporting 2.0.7)

This release includes the following updates:

What's new

  • Added an option to the login page where users can either Log in with Q2 Central credentials or Log in with Q2 Console credentials. (DE-409)
  • Added a toggle to the Transactions graph on the Transactions page that allows users to switch between the Count and Amount displays. (DE-372)
  • Added a Rescale graph check box to the Security page that allows users to rescale the y-axis. The user's selection is saved to local storage so that the setting persists after reloading the page. (DE-394)

January 12, 2021 (Reporting 2.0.6)

This release includes the following update:

What's new

  • Improved the placement of the axis break in the Prevented login attempts bar graph. (DE-391)

December 9, 2020 (Reporting 2.0.5)

This release includes the following updates:

What's new

  • Updated the name of the application to Digital Banking Performance Data. (DE-302)
  • Added SSO functionality to Q2 Console. Users can now access Reporting directly from Console. (DE-145)

November 10, 2020 (Reporting 2.0.4)

This release includes the following update:

What's new

Added infotips to graphs

Graphs within the Sessions and Transactions pages now include infotips that appear when users hover over a specific data point. The infotips contain further information about the selected value. (DE-281)

September 22, 2020 (Reporting 2.0.2)

This release includes the following update:

Fixes

  • Fixed an issue where some users could not access the Login page. (DE-194)

August 31, 2020 (Reporting 2.0.1)

This release includes the following update:

Fixes

  • Fixed an issue in the Sessions page where the Devices card did not display data properly in Vertical Bar Graph view.(DE-185)