The Account Activity Inquiry is required by customers to view volume information on each activity taken within an account over a period of time. Account Activity is initially broken down into monthly activity periods, and is accessible by daily and year-to-date breakdowns as well. Use the Criteria Tab to enter search criteria to obtain the information you need.
To ensure that the search criteria you enter is complete and accurate and that all related fields are populated, it is best to click Library Look-Up buttons, where available, and select criteria from library results lists.
To help you find exactly what you need, CitiDirect provides operators for most criteria fields. Click here for more information on selecting operators when specifying search criteria for Inquiries.
To specify search criteria and submit an Account Activity Inquiry:
On the CitiDirect navigation bar, click Inquiries. Click SDR Inquiries and then click Account Activity Inquiry. The Account Activity Inquiry summary form appears.
Click the Criteria Tab. Note: A red asterisk ( * ) indicates a required field. The blue asterisks ( ** ) indicate that at least one of the fields marked must be populated to submit this inquiry.
In the Activity Month equals field, enter a date or use the date spinner or calendar to select a date. Note: Account activity cannot be requested more than 12 months back or for any month before Jan 2000.
In the Omnibus Account Number equals field, click the Library Look-Up button and select an account number. The corresponding account name will be automatically populated.
In the Sub-Account Number equals field, click the Library Look-Up button and select a sub-account number. The corresponding sub-account name will be automatically populated.
Click Submit. The inquiry is run and the results appear on the Account Activity Inquiry: Summary Tab.
Notes:
To submit a new inquiry, click Clear Criteria, enter new search criteria, and click Submit.
To print a listing of the search criteria used for this inquiry, click Print.