Frontline Activity Details - AFS

The Frontline Activity Details report provides information on all of the checks that ran through your institution's account. This would be a great way to compare the information within TrueChecks and your core system.  

When you click on the Frontline Activity Details report, you will see a form that will ask for the beginning and ending date, Teller ID, Branch ID, Routing and Account Number, Actions Taken, and Recommended Actions given.

Beginning and Ending: The first two fields are your date range. These fields will be used to provide the time frame for the information that you are wanting to pull into the report. These fields are required.

Teller ID, Branch ID, Routing Number, and Account Number: These fields will allow you to further narrow your search based on any of this provided information. If you are looking for information on a certain teller, branch, or check, you will want to add this specific information. These fields are not required.

Actions Taken: This field allows you to narrow down your searches based on the actions that were taken within TrueChecks. You can choose from Accepted, Denied, Held, Ignored, or Refined Search. You can choose all actions taken by clicking on the top and dragging your mouse down the list.

Recommendation Given: This field is looking for the action that was recommended to the teller by TrueChecks when they ran the check. You can choose certain recommended actions or all of them by clicking on the top one and dragging your mouse down.  

Once you have the report filled out, click View Report to generate the report.

The Frontline Activity Details report will generate and be broken down by each branch and teller. You will be able to see every query run in the time frame that you choose for your report. If you would like to see the results the teller saw at the point and time of the search, you can click on the “i” over to the right side of the screen.

If there are multiple pages of information, you can go to each different page by clicking the arrow buttons at the top of the report. You can also export this data to our provided locations by clicking on the Floppy Disc at the top of the report. These would include CSV, PDF, Excel, and more! You have access to printing this report as well.

Lastly, if you are ever wanting to make any adjustments to your report, you can do so by clicking the filter button next to “Report Viewer: Frontline Activity Details”.