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Resource center

Resource Categories

Activity center

08/28/19

The Activity Center lists all user activity initiated from within Digital Banking.

Select “Activity Center” from the left menu.

Select Activity Center from the menu

Single Transaction

Select the “Single Transactions” tab on the screen to view one-time online transactions.

single transaction tab

Filtering

Step 1: Select the “Filters” option to reveal searchable fields. Choose the options in the dropdown menus and/or input desired information criteria in the fields. Click on "Apply" to retrieve the data.

Select the funnel for filtering
Account criteria for filtering appears

Step 2: If you are choosing a specific Transaction Type, you can select which columns (up to 6) to display on the screen. It is helpful to choose “Process Date” as one of the columns to display if you want to view when items will be processing (especially if some are future dated). Click “Apply” to display the specified transactions.
Select columns to display

Step 3: Select the down arrow icon in the top right corner of the filters box to download the specified transactions to a csv formatted spreadsheet.
export information to csv file

Step 4: Select the printer icon to print the specified transactions.
Print information

Creating Favorites

Step 1: Click the star icon to assign filtered criteria as a favorite for future use. Select “Save as New”.
Creating a new filter

Step 2: Nickname the filter and then click on “Save”.
Nickname favorite and save

Step 3: To retrieve a favorite filter, navigate to the Activity Center and click on the star. A list of favorites will display. Select the appropriate favorite.
Accessing the new saved filter

Transactional Data

Click on a transaction in the Activity Center to view the additional details such as which user drafted and approved the transaction.
detailed display of a transaction

Select the Actions menu on the right side of the transaction to display options. Depending on the status of the transaction and your assigned entitlements, these may include Toggle Details, Approve, Cancel, Inquire, Copy or Print Details.
Actions menu with additional options

Recurring Transactions

Select the “Recurring Transactions” tab within the Activity Center to view online transactions which are setup to occur in a series.
Recurring Transactions tab

Deposited Checks

Select the “Deposited Checks” tab within the Activity Center to view historical checks that have been deposited using the Mobile Check Deposit functionality in the SVB mobile app.
viewing deposited checks