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Manage Account Reports

Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies, excluding Japan. Full details are available in Features by Geography.
About Account Reports

Manage Account Reports

From the Account Reports menu, users with reporting access can create, schedule, email, share and manage Balance and Transaction Reports (BTR). You can run ad hoc Report Profiles, view, edit, copy and delete saved and shared reports.
Add your Favourite Account Reports to the workspace widget to download reports from your home screen dashboard.

Account Report Information

  • Reports will be available for up to 60 months / 5 years, with the maximum report duration per extract limited to one year to prevent time-out issues caused by large data volumes
  • 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 Report.png

Run and Download Report Profiles

You can run Report Profiles created by you.

STEP ACTION
1 Go to Accounts > Reports screen.
2

Select the Report Profile and use one of the following methods to run the report:

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

You can view the details of the Report Profiles created by you.

STEP ACTION
1 Go to Accounts > Reports screen.
2 Click the Report Profile from the list to display the View Report Profile screen.
3 Click Close to close the View Report Profile screen.
Edit Report Profiles

You can edit Report Profiles created by you.

STEP ACTION
1 Go to Accounts > Reports screen.
2

Select the Report Profile and 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 the Report Profile from the list to display the View Report Profile screen and then click Edit on the Control Bar
3 Edit the Report Profile details as required.
4

Click Save on the Control Bar

RESULT: A message is displayed advising that the Report Profile has been saved.
Copy Report Profiles

You can copy Report Profiles created by you.

STEP ACTION
1 Go to Accounts > Reports screen.
2

Select the Report Profile and 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 the Report Profile from the list to display the View Report Profile screen and then click Copy on the Control Bar
3 Edit the Report Profile details as required.
4

Click Save on the Control Bar

RESULT: A message is displayed advising that the Report Profile has been saved.
Delete Report Profiles

You can delete Report Profiles created by you.

STEP ACTION
1 Go to Accounts > Reports screen.
2

Select the Report Profile(s) and use one of the following methods to delete the report:

  • Method 1: Right-click on the Report Profile(s) and click Delete on the Context Menu 
  • Method 2: Select the Report Profile(s) and click Delete on the Control Bar
  • Method 3: Click the Report Profile from the list to display the View Report Profile screen and then click Delete on the Control Bar
3

Click Delete Profiles to permanently remove the Report Profile from the grid. 

RESULT: A message is displayed advising that the Report Profile has been deleted.

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