Manage Administration Reports – ANZ Digital Services Help

Report Profiles

Available from Monday 20 March 2023.

Create a New Report Profile

To create and schedule administration reports, follow the steps below:

STEP	ACTION
1	Go to the Administration > Reports screen
2	Click New on the Control Bar: If you have not created any Report Profiles, click New Report:
3	Select User Activity Report from the drop-down. More reports available in the coming months.
4	Select File Type from the drop-down. Choose from: CSV PDF
5	Default Language is English.
6	If required, enter a Filename Prefix up to 70 characters.
7	Default File Encoding is UTF-8 for reports created in CSV.
8	Select a day/date range from the Show Data for from the drop-down list.
9	If required, click Add to add Selected Users to access this report, then click Add Selected Users. Leave blank to generate a report for all users.
10	If required, click Add to Select Functions e.g., Account Group Management, Payment Management, Role Management, etc., then click Add Selected Functions. Leave blank to generate a report for all functions.
11	If required, click Run and Download Report Now to generate the report without saving it for future use. Please note, if there is no data recorded in the selected date range, then there will be no statement data generated. The report will download automatically. If the report takes more than 10 seconds to download, please download the report from Notification Centre from the Application Banner. NEXT STEP: Refer to Download Reports to view all administration reports that have been generated.
12	If required, click Continue to Schedule & Save to save the report for future use or to create a Scheduled Report Profile from Step 13
13	Enter the Schedule Details: Enter the frequency of Repeats from the drop-down. If None is selected, the report will not be scheduled and can be generated at the user’s request. Daily Choose the Schedule Start and End Dates Enter a Run Time/Time Zone Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday Choose the Schedule Start and End Dates Enter a Run Time/Time Zone Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31 Choose the Schedule Start and End Dates Enter a Run Time/Time Zone Enter the Profile Details: Enter a Profile Name up to 50 characters If required, enter a Profile Description up to 100 characters If required, enter a Filename Prefix up to 70 characters Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address The email address used is taken from your user profile information. For information on how to change your email address, please refer to the General FAQ’s. To access the report, you must set up a Report Retrieval Code (password) in Settings and Preferences. If required, tick the Run Report after Saving checkbox
14	Select Save Report Profile to save the report. RESULT: Report is now saved to Report Profiles.

Run and Download a Report Profile

STEP

ACTION

Go to the Administration > Reports screen

From Report Profiles you can run and download the report using one of the following methods:

Method 1: Right-click on the Report Profile and click Run on the Context Menu
Method 2: Click on the Report Profile to display the View Report Profile screen and then click Run and Download on the Control Bar
Method 3: Click the download icon

RESULT: The report will be created and available to download.

Please note, if there is no data recorded in the selected date range, then there will be no statement data generated.
The report will download automatically. If the report takes more than 10 seconds to download, please download the report from Notification Centre from the Application Banner.

NEXT STEP: Refer to Download Reports to view all administration reports that have been generated.

View Report Profile

STEP	ACTION
1	Go to the Administration > Reports screen
2	Click on a report from Report Profiles RESULT: The View Report Profile screen will be displayed.

Edit Report Profile

STEP	ACTION
1	Go to the Administration > Reports screen
2	From Report Profiles use one of the following methods to edit the report: Method 1: Right-click on the Report Profile and click Edit on the Context Menu Method 2: Select the Report Profile and click Edit on the Control Bar Method 3: Click on the Report Profile to display the View Report Profile screen and then click Edit on the Control Bar
3	Edit the Report Profile details as required
4	If required, select Run Report after Saving checkbox
5	Select Save Changes RESULT: A message is displayed advising that the Report Profile has been saved.

Copy Report Profile

STEP	ACTION
1	Go to the Administration > Reports screen
2	From Report Profiles use one of the following methods to copy the report: Method 1: Right-click on the Report Profile and click Copy on the Context Menu Method 2: Select the Report Profile and click Copy on the Control Bar Method 3: Click on the Report Profile to display the View Report Profile screen and then click Copy on the Control Bar
3	Update the Profile Name If required, edit the Copy Report Profile details
4	If required, select Run Report after Saving checkbox
5	Select Save Report Profile RESULT: Report is now saved to Report Profiles.

Delete Report Profile

STEP	ACTION
1	Go to the Administration > Reports screen
2	From Report Profiles use one of the following methods to delete the report: Method 1: Right-click on the Report Profile and click Delete on the Context Menu Method 2: Select the Report Profile(s) and click Delete on the Control Bar Method 3: Click on the Report Profile to display the View Report Profile screen and then click Delete on the Control Bar
3	Select Delete Profile in the confirmation pop up window RESULT: The selected report profile has been deleted.