Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies, excl. Japan and South Korea. Full details are available in Features by Geography.
Available to users who have been upgraded to the Account Reports menu.
About Account Reports
Manage Account Reports
From the Account Reports menu, users with reporting access can create, schedule, email, share and manage Payment reports. 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 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
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:
|
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:
|
| 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:
|
| 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:
|
| 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.
|