Automate ODP Manager Reports with the Archive Feature

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Automate ODP Manager Reports with the Archive Feature

Streamline Overdraft Privilege Management with Automatic Report Archiving

Strunk’s hosted ODP Manager software features a comprehensive suite of standard reports updated automatically after each daily extract file import. These reports provide community financial institutions with critical operational insights necessary for routine Overdraft Privilege program management, account monitoring, and ongoing maintenance. By default, ODP Manager allows users to review, view in-browser, or export reports into PDF or Excel formats for the most recent seven “As of Dates”.

However, relying solely on the default seven-day browser window creates operational vulnerabilities and administrative friction. If busy staff members do not manually export and save report files before that seven-day cutoff passes, historical report data becomes permanently unavailable within the standard interface. Relying on manual daily file downloads creates an unnecessary operational burden, increases the risk of human error, and exposes your institution to missing records during critical audit periods.

How the ODP Manager Report Archive Works

The Report Archive feature completely eliminates manual retention tasks by automating report exports after every successful daily import. Instead of relying on team members to remember daily downloads, Strunk configures system-level automation to preserve your vital documentation quietly in the background.

  • Customized Report Selection: Your institution selects the exact standard reports that need to be preserved for long-term tracking and historical record-keeping.
  • Automated Daily PDF Generation: Once the daily extract file import completes successfully, ODP Manager automatically converts the designated reports into secure PDF files.
  • Centralized, Organized Storage: Generated PDFs are categorized cleanly by “As of Date” and stored securely within the software’s dedicated Archived Reports section for quick retrieval.
  • Flexible Local Network Routing: Institutions can access archived files directly within the software interface or opt for a Download Report Archive link to manually save files daily directly to an internal network drive.

Key Operational & Compliance Benefits

  1. Eliminate Manual Tasks and Human Error: Automating your report retention ensures complete records even during holidays, staff absences, or high-volume operational periods.
  2. Simplify Audits and Regulatory Examinations: Regulatory bodies and internal auditors frequently require historical snapshots of overdraft activity. Automated archives give compliance officers immediate access to past “As of Dates” without time-consuming manual retrieval.
  3. Strengthen Program Oversight & Trend Analysis: Comparing current daily metrics against archived historical reports helps risk managers identify account anomalies, evaluate fee structures, and track long-term program health.
  4. Maintain Flexible Data Export Options: Users retain the ability to view archived PDF snapshots on demand or export current operational data to Excel for custom reporting needs.

Upgrade Your Report Retention Strategy Today

Automating your ODP Manager report retention saves valuable staff time, reduces compliance risks, and ensures historical data remains fully accessible. To set up the Report Archive feature or modify your current archiving preferences, reach out to our team today.

Contact Strunk Support: support@strunkaccess.com

An independent certified public accountant has examined Strunk’s operations and found them to be in compliance with the AICPA’s Trust Service Principles. It was determined that Strunk meets the Security, Availability, Processing Integrity, Confidentiality, and Privacy criteria for SOC 2 established by the AICPA.