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Request a Transaction Details Report

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.
If you have been upgraded to the new Account Reports menu, please download your Transaction Details Report from this menu.

You can request a Transaction Details Report from the Transaction Search or Operating Accounts Details screen. These reports are run on an ad hoc basis and are not saved to the Account Reports screen. Please also refer to Create and schedule Account Reports.

Request Reports - Transaction Search Screen.png

STEP ACTION
1 Go to Accounts > Transaction Search screen.

Alternatively, go to Accounts > Operating Account screen (see Method 4)
2 Select the transaction(s) from the grid and choose from one of the following methods to request a report.
  • Method 1: Right-click on the transaction(s) and click Reports > Request Transaction Details on the Context Menu
  • Method 2: Click Reports on the Control Bar and Request Transaction Details
  • Method 3: Click on one deposit to display to Deposits screen, then click Request a Report > Request Transaction Details on the Control Bar
  • Method 4: Click on an account from the grid, then click on a transaction from the Account Activity screen, then click Transaction Details Report
3 Enter the following fields: Fields are dependent on report format selected:
  • Report Format: CSV, PDF or XLSX
  • Report Language
  • Report Encoding - CSV only
  • Report Name
  • Report Description
  • Show Data For
4 Click Submit to generate the Transaction Details report.

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