Manage Administration Reports

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

About Administration Reports

From the Administration Reports menu, eligible users with reporting access can create, schedule, email, and manage Administration reports. You can run ad hoc Report Profiles, view, edit, copy and delete saved reports.

Administration Report information

Reports will be available for the last two years
Only scheduled and saved reports are displayed on the screen
If the report takes more than 10 seconds to download, please download the report from Downloads in the Application Banner
If there is no data recorded in the selected date range, then there will be no statement data generated
If you select 29, 30 or 31 as the 'Run On' day for monthly reports, no report will be generated for the months that do not have this number of days
The email address used is taken from your user profile information. For information on how to update your email address and other contact details, please refer to New User FAQs.
To access the report, you must set up a Report Retrieval Code (password) in Settings & Preferences

Manage Administration Reports

Manage Report Sept 2023.png

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.

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 Profiles in the confirmation pop up window RESULT: The selected report profile has been deleted.

Manage Administration Reports

Administration Report information

Manage Administration Reports

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