I want to create a user history report

  • If you have an Audit Role, you can create audit reports that allow you to monitor how your organisation’s Commercial Banking Online service is being used. The user history report shows what actions have been taken on users, either by other users or by the system, within a selected date range. Actions taken by the Bank will not appear in your user history report.

    1. On your Audit reports page, click Run report under User history. The Report requirements screen is displayed.
    2. Select the date range you want to use for the report. If you select Custom, select the earliest and latest dates for the report by clicking Calendar icon(1) and selecting the dates required.
    3. The From and to dates should be less than or equal to today’s date. The to date must be equal to or greater than the From date. The From date cannot be more than two years prior to today’s date. 
      F&S icon For your security and to help protect against fraud, it is recommended that you routinely check activity over the last 30 days, to ensure that no unauthorised changes have been made.
    4. If your organisation has defined administrative groups for their Commercial Banking Online service, select the administrative group to which the user belongs.
    5. Select the specific audit event category in which you are interested. You can select more than one event or, if you’re interested in all audit events, select All.
    6. Select whether you want the details of the report sorted by user or audit event name.
    7. Click Next. On the Filter by user Roles screen, select which groups of users you want to include in the report.
      You can select more than one user group.
      • All users. Tick this box to select all users of your organisation’s Commercial Banking Online service.
      • All Primary Administrators. Tick this box to select all Primary Administrators registered in your organisation’s Commercial Banking Online service.
      • All other administrative users. Tick this box to select all Administrators registered in your organisation’s Commercial Banking Online service, excluding Primary Administrators.
      • All non-administrative users. Tick this box to select all users with a Payments and cash management or Audit Role registered in your organisation’s Commercial Banking Online service, excluding Administrators.
      • Specific users. Tick this box to search for and select specific users of your organisation’s Commercial Banking Online service.

      On the Filter by user Roles screen, search for the users you want to include in the report by entering the user’s first name, last name or username.

      If you’re unsure of their exact name, try a wildcard search.

      Once you’ve entered all your search terms, click Search. Everything that matches the search terms you entered will be displayed.

      If you click Search without entering any search terms, a list of all users in the administrative group you have selected will be displayed.

      If nothing matches the search terms you entered or you can’t see what you want in the search results, click Search again to try another search. Try entering fewer search terms to get more search results.

      Tick the users you want to include in the report. You must select at least one user before you can run the report.
    8. Click Run report. The report is generated and displayed, based on the selections you’ve made.
      • To export the report as a PDF file, click Export as PDF. Use your browser’s save options to save the file to a suitable location on your computer.
      • To export the report as an XLS file, click Export as XLS. Use your browser’s save options to save the file to a suitable location on your computer.
      • To print the report, click Print report. Use your browser’s print options to print out the report.
       

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 020 7626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We subscribe to the Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.