Queries

Complete the following steps to create a new query:

1. Hover over the Accounts menu within SVB Online Banking and click Create Query.
2. Select an Account Reporting Function category from the drop-down.
3. Click Go.
4. Select the Period. You can:
   • Select a set Period from the drop-down.
   • Select Absolute Date Range to enter an exact date range in the Select a Date Range fields below.
   • Click the Create Custom Period link to create and save custom date range periods for future use. Once saved, you can select this Period from the drop-down.
5. Select the Account(s). You can select all or specific accounts, or account types from the drop-down.
   • OPTIONAL: If your query is for Account Details, you can click the checkbox for Consolidate results for Statement-style View to see a statement view for each account. Leave the box unchecked to view information by each day within the period.
   
6. Name Your Query by entering a logical name in the field to identify your query. Up to 60 alpha-numeric characters, no special characters. Spaces are allowed.
7. To Share Your Query with other Users select the Yes radio button. Select the No radio button to keep your query private.
8. Click Test to validate your query search criteria before saving.
9. Click Save to save your query for future use, or click Cancel to cancel the query and delete the search criteria.

SVB Online Banking's Custom Periods function allows you to create a custom time frame to accommodate non-standard periods for queries. You can create global time periods or truly distinctive time frames that are unique to your company. See below for non-standard Custom Period examples.

Complete the following steps to create a new custom period:

1. Hover over the Accounts menu within SVB Online Banking and select Custom Periods.
2. Click Create New Custom Period.
3. Select a time frame period from the Select a Time Reference drop-down.
4. Select when to Begin the Period on:
   • Select a Start Day from the drop-down.
   • Select Plus (+) or Minus (-) days for the period date ranges.
   • Enter the Days for the period. Depending on the period and type selected, the calendar days for the period range of days vary.
5. Click Period Preview to populate the From and To fields.
6. Name the Period by entering a logical name in the field to identify the custom period. Must be unique. Up to 60 alpha-numeric characters, no special characters. Spaces allowed.
7. Click Save Custom Period to save the period for future use or click Cancel to cancel the period and delete the search criteria entered.

Non-Standard Custom Period Examples

Below are a few examples to help you create non-standard Custom Periods.

SVB Online Banking's Run/Edit Query function allows you to view and run queries you've created and those shared by other Users in your company. If you are an Administrator, you can edit, save, and test queries created by any User by selecting the Query Name.

To help locate a specific query, you can sort the list by clicking the column headers to change the sorting order, including:

• Query Name
• Function
• Shared
• Modified Date

Complete the following steps to run a saved query:

1. Click the radio button next to the Query Name.
2. Click Run to run the query. Scroll down to view your results.
3. Click the Return to Query List Page link to return to the queries list.