Web Center Certification Administration Web Center Certification Training Intuit Financial Services...

Web Center CertificationAdministration

Web Center Certification TrainingIntuit Financial Services University

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pg 2Web Center Certification Training: Administration

Review Log Viewer, Downloads and Reports

1. View employee activity logs

2. Access download options

3. View reports on your consumer website activity

Administration - Objectives



Log Viewer



The Admin Platform provides in-product training and support through recorded tutorial and quick help guide icons.

Log Viewer provides audit reporting for administrator access to the Admin Platform. All WCAC activity is captured through Log Viewer.

Logs are pulled by date range and do not expire. A start and end date are required. Logs may also be further sorted by the following options:

• Event type (Edit content, manage changes, deployment, etc. If left blank, all events will be selected.)

• FI admin (All users that are setup to access the WCAC for your FI. If left blank, all users will be selected.)

Logs include User ID, date, time, IP address and details/values.

Logs can be downloaded or saved in a CSV format.

Log Viewer Overview



Step 1: Select Home > Log Viewer from the Admin Platform navigation.

Step 2: Specify the required Start Date and End Date. You may also select an optional event type or User ID and set the number of logs per page (25-100).

Step 3: Click the View Logs button.

Viewing a Log



Log Options

Select a User ID in order to audit activity for one user.

Select an optional Event Type to filter the results.

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View Log Results

The results screen will provide a summary of activity. Click thedetails icon to view additional details on each transaction. Results may also be downloaded to a .csv file.



Download Log Results

Select Download These Results to open or save the log results to MS Excel in a CSV format. A query cannot contain more than 10,000 records.



Downloads



Downloads contains a backup of the server files used during an edit session. A new downloads entry is created each time the site is deployed (sent live).

Archives will be available to download for archival purposes for 30 days.

Contact Intuit Financial Services in order to perform a full roll-back of your Web Center site to a previous edition or to access site files that are no longer available in the Downloads area.

Downloads

Select Administration > Downloads to access this tool. Use the number navigation at bottom to view additional pages.



Reports



Web Center reporting provides statistics of web page access and consumer demographics. All reports include a data grid and a graphical view. Select Administration > Reports to access the reporting tool.

Reporting categories include:

Reports Overview

Web Site Navigation Analysis Detailed Content Analysis Detailed Visitor Information Powerful Campaign Analytics Cross-Channel Integration Executive Dashboards Custom Reports

The reporting system allows users to save common reports to a customized dashboard. Reports may also be exported to Excel or Word applications.

Note: By default, reporting will contain all traffic to your website, including visits from your employees at your financial institution. You may choose to exclude your financial institution’s IP address from reporting by submitting a request through Web Services.



Click the HBX Login button to access the reporting website.

Check with your project lead to determine if your financial institution has purchased the reporting functionality. If so, login credentials will be provided by your project manager during the implementation.

If HBX Reporting has not been purchased, the login button will not appear on this screen.

If your FI has purchased Internet Banking and it is located on the same domain as Web Center, basic website statistics may be accessed using the Management Console.

Accessing Reports



Example Report

IMPORTANT: Training for HBX Analytics is provided through a series of recorded webcasts available under the Webinars tab once logged in to the reporting tool.

Reports include actual and forecasted metrics. This example lists the number of visits per day and time.



Administration - Objectives

Review Log Viewer, Downloads and Reports

1. Highlight logs on your administrators’ activity in Web Center Admin Console

2. Access download options

3. Review consumer reports on your website activity

Web Center Certification Administration Web Center Certification Training Intuit Financial Services...

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