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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.
  • 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 Notification Centre from 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 Report Sept 2023.png

Run and Download a Report Profile
STEP ACTION
1 Go to the Administration > Reports screen
2 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 mceclip1.png
RESULT: The report will be created and available to download. Sample_-_User_Activity_Report.png
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.

View_Report_Profile.png
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

Delete report profiles.png

RESULT: The selected report profile has been deleted. 

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