Nintex RPA Script Helps Ohio Bank with Director Report Clean Up

Are you frustrated with your Director reports?  Peak Consulting can help you generate reports in a cleaner, more useful format that will allow your leadership team the ability to filter and sort through the data.

A $1.2 billion-dollar financial institution in Ohio worked with Peak Consulting to develop a script that generates and parses multiple Director exception reports. The bank shares these reports with their leadership, but they didn’t like how Director saves the reports as text files. To alleviate this formatting issue, Peak built a script using Nintex RPA that logs into Director, runs the report, then parses through each line and breaks it out into an excel file. The three reports processed by the script are:  Transaction Exceptions, Account Note Exceptions, and Posted Transactions.

If you need help sorting through your Director reports and cleaning up the data, contact the Automation & Reporting team at Peak Consulting today!