Online Activity Query

To run an Online Activity Query:

1. Click the Online Activity Query navigation button.

   

   The Online Activity Research Query page opens.

   

2. In the Research Type area, select one of the following options:
   • Bank
   • Group/Association
   • Merchant
   • Operator

   The page refreshes to list the appropriate fields for the option selected.

3. Enter your query criteria in the fields.

   Note: Fields marked with a red asterisk (*) are mandatory.

   • Start Date: Click the Calendar icon and select the appropriate date.
   • End Date: Click the Calendar icon and select the appropriate date. This field is not required; however, if you do not enter a date, the system will populate the same date as entered in the start date field.
   • Bank Number: If you have more than one bank number, select the appropriate bank number from the drop down list.
   • Group/Association Number: Type the group or association number in the text box. This is a required field if Group/Association Number is selected as the Research Type.
   • Merchant Number: Type the 15-digit merchant number or click Search to perform a merchant lookup. This is a required field if Merchant Number is selected as the Research Type.

     Note: The merchant names and numbers displayed in the Merchant Lookup scroll box are dependent upon your user role and profile.

   • Operator ID: Type the Operator ID in the text box. This is a required field if Operator is selected as the Research Type.
   • Function: Select the appropriate Function from the drop down list.
   • Activity Type: Select All, New Activity, or Maintenance Activity from the drop down list.
4. Click Generate Report.

   The Online Activity detail page opens.

   The Online Activity detail page lists information in these sections:

   • Online Activity Search Criteria: start date, end date, bank number, function code, bank level, association level, merchant level, operator ID, and activity type.

     Note: Based upon the Research Type selected on the Online Activity Query page, an X will display next to the field name to identify the type you have selected.

   • Online Activity Listing: date, account number, old value, new value, function code, field description, operator ID, time (eastern standard).
5. Change the criteria as required.
   1. On any query report page, click Search or Re-search.

      

      The query search page opens with fields populated with the last criteria entered.

   2. Enter your new criteria, and then click Generate Report.

      The query report page opens listing information based on the new criteria you entered.

6. Export the data to Excel or PDF as required.

   On any report page, click Printer Friendly.

   Adobe Reader opens with a PDF version of the report in view.

   

   Use the Adobe Reader functionality to navigate, print, and save the PDF version of the report.

   You can export query report data into a spreadsheet format using Microsoft® Excel.

   To do this, on any query report page, click Excel.