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ActiveView Content Management

Reports

 

ActiveView™ Reports is an ActiveView Server plug-in that captures reports from dozens of sources. It can retrieve and view reports related to department, officer, location or any other designation that meets the needs of users. It also automatically links line items inside those reports to notices, client statements and images in the ActiveView database. With ActiveView Reports, important documents are delivered with intelligent indexing and hyper-link features, making ActiveView Reports a powerful tool to manage, store and retrieve all your important documents. 

ActiveView Reports provides your financial institution with:

  • Smart Reports -  a user can view a report and then connect to and view any number of other or images related to line items in that report. 
  • User-defined views of reports 
  • Automatic Indexing / Categories
  • Multi-institution
  • Export to CSV 
  • Page Level Results

ActiveView Reports enables your financial institution to:

  • Secure
  • Manage, store and retrieve all your important documents at your fingertips
  • Define views to quickly access information you need to serve clients
  • Related images linked in Smart Reports

Read What Our Clients Are Saying

“From a customer service perspective, ActiveView is incredible.”
Andrew Stoughtenburgh Business
Application Manager
Millennium Bank