Non-Transaction Override Report

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Non-Transaction Override Report



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Access this screen by selecting Tool #556: Non-Transaction Overrides Report.

Helpful Resources

Visit Show Me the Steps for easy instructions on using Automated Reports to create, change, and delete report settings.

Screen Overview

The Non-Transaction Report is used to view non-transactional overrides which were performed, such as a code word override. This screen is used to customize the report. The only required field is the Process date field.

How Do I Save/Retrieve My Report Settings?

For more details on setting up this feature, refer to the Automating Reports and Queries booklet, available on the CU*BASE Reference page. 

This report can be used with the “Report Scheduler,” a time-saving automation feature that allows you to select and save the filters you use to run several commonly used reports and then set these reports to be run automatically by our operations staff on the first of the month.  Or you can save the settings and run them manually by yourself at any time.

To save your report settings, first select your filters, including printer (can be a physical printer or the HOLDxx or MONTHxx OUTQs).  Then select Save Settings (F24).  On the next screen name your settings (we recommend adding your name!), and designate whether you wish to run this manually or if you wish for operations to run the report.  At a later time, use Retrieve Settings (F23) to populate the screen with the settings you have saved.  You can also edit your settings using Retrieve Settings (F23).  All saved settings can be viewed on the Report Automation: Standard Reports screen.

Field Descriptions



 Process Date

Use this field to select a specific transaction date to be printed on the report, based on either the transaction date or the process date. With very few exceptions, the month and year used here will be the same as that specified in the Transaction/Process Month/Year field above.

  • Transaction Date (TR). Enter the date using the MMDDYY format (i.e., 120195 for December 1, 1995).

  • Process Date (PR) -  (usually the same as Transaction Date, but can be different in situations like ATM transactions). Enter the date using the YYMMDD format (i.e., 951201 for December 1, 1995).

Override Type

This defaults to Code Word/Confirm Quest (These controls are configured in Privacy Controls.)

Employee ID

Use the multiple Select button to select specific employee ID(s).  Otherwise all Employee IDs will appear in the report.

Report Sample

The following is a two-page sample of a Non-Transactional Override report.




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