Skip to main content
Contact

Create and schedule 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.
ANZ recommends using your desktop or laptop computer to open your scheduled email reports sent via a ZIP file.

Create, schedule, edit, copy, delete and email multiple user reports. You can run ad hoc Report Profiles, schedule reports to automatically run at a particular time and save reports for future use.

  • Reports will be available for the last two years.
  • Only scheduled and saved reports are displayed on the Reports screen.
  • If the report takes more than 10 seconds to download, the report can be downloaded from the Notification Centre from the Application Banner.
  • If there is no data recorded in the selected date range, then there will be no 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.
  • If Deliver Report by Email is selected, the generated report will be sent to your registered email address only via a ZIP file and will be password protected by your retrieval code. Please refer to Settings and Preferences.
  • Please refer to Administration Report Types for a report description and to view sample reports.

New Report Sept 2023.png

User Activity Report
You can also request a User Activity Reports from the User Management screen or User Details screen Control Bar.
STEP ACTION
1 Go to Administration > Reports screen.
2 Click New on the Control Bar, or if you have not created any Report Profiles, click New Report:

mceclip0.png

Administration reports Report Profiles.png
3 Choose report type as User Activity Report.
4 Choose File Type. Choose from:
  • CSV (Default File Encoding is UTF-8 for reports created in CSV)
  • PDF
5 Default Language is English.
6 If required, enter a Filename Prefix up to 70 characters.
7 Select a data range from the Show Data For drop-down list.
Choose from:
  • Today
  • Yesterday
  • Week to Yesterday (current week, beginning Monday, to yesterday, e.g. if Wednesday, data will include Mon, Tues of current week)
  • Previous Week (Mon–Sun of previous week)
  • Month to Yesterday (current month to yesterday, e.g. if Wednesday 3 Dec, will include Dec 1, 2)
  • Previous Month
  • Specific Date
  • Date Range
8 If required, click Add to add Select Users to this report, then click Add Selected Users, or leave blank to generate a report for all users.
9 If required, click Add to Select Functions e.g., Account Group Management, Payment Management, Role Management, etc., then click Add Selected Functions, or leave blank to generate a report for all functions.
10 If required, click Run and Download Report Now to generate the report without saving it for future use. Click to open the downloaded report.
11 If required, click Continue to Schedule & Save to save the report for future use or to create a Scheduled Report Profile.
12 Enter the Schedule Details:

Enter the frequency of Repeats from the drop-down.

If None is selected, the report will not be scheduled and can be generated at the user’s request.
Daily
    1. Choose the Schedule Start and End Dates.
    2. Enter a Run Time/Time Zone.
Weekly
    1. Choose Repeats On from the drop-down. Choose from Sunday - Saturday.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.
Monthly
    1. Choose Repeats On from the drop-down list. Choose from day 1 - 31.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.

Enter the Profile Details:

  1. Enter a Profile Name up to 50 characters.
  2. If required, enter a Profile Description up to 100 characters.
  3. If required, enter a Filename Prefix up to 70 characters.
  4. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file.
  5. If required, tick the Run Report after Saving checkbox.
13 Select Save Report Profile to save the report.

Successfully Saved Sept 2023.png

RESULT: Report is now saved to Report Profiles.
User Audit Report
You can also request a User Audit Reports from the User Management screen or User Details screen Control Bar.
STEP ACTION
1 Go to Administration > Reports screen.
2 Click New on the Control Bar, or if you have not created any Report Profiles, click New Report:

mceclip0.png

Administration reports Report Profiles.png
3 Choose report type as User Audit Report.
4 Choose File Type. Choose from:
  • CSV (Default File Encoding is UTF-8 for reports created in CSV)
  • PDF
5 Default Language is English.
6 If required, enter a Filename Prefix up to 70 characters.
7 Select a data range from the Show Data For drop-down list.
Choose from:
  • Today
  • Yesterday
  • Week to Yesterday (current week, beginning Monday, to yesterday, e.g. if Wednesday, data will include Mon, Tues of current week)
  • Previous Week (Mon–Sun of previous week)
  • Month to Yesterday (current month to yesterday, e.g. if Wednesday 3 Dec, will include Dec 1, 2)
  • Previous Month
  • Specific Date
  • Date Range
8 If required, click Add to add Select Users to this report, then click Add Selected Users, or leave blank to generate a report for all users.
9 If required, click Add to Select Audit Events e.g., Approved, Created, Deleted, Password Reset, etc., then click Add Selected Audit Events, or leave blank to generate a report for all audit events.
10 If required, click Run and Download Report Now to generate the report without saving it for future use. Click to open the downloaded report.
11 If required, click Continue to Schedule & Save to save the report for future use or to create a Scheduled Report Profile.
12 Enter the Schedule Details:

Enter the frequency of Repeats from the drop-down.

If None is selected, the report will not be scheduled and can be generated at the user’s request.
Daily
    1. Choose the Schedule Start and End Dates.
    2. Enter a Run Time/Time Zone.
Weekly
    1. Choose Repeats On from the drop-down. Choose from Sunday - Saturday.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.
Monthly
    1. Choose Repeats On from the drop-down list. Choose from day 1 - 31.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.

Enter the Profile Details:

  1. Enter a Profile Name up to 50 characters.
  2. If required, enter a Profile Description up to 100 characters.
  3. If required, enter a Filename Prefix up to 70 characters.
  4. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file.
  5. If required, tick the Run Report after Saving checkbox.
13 Select Save Report Profile to save the report.

Successfully Saved Sept 2023.png

RESULT: Report is now saved to Report Profiles.
User Details Report
You can also request a User Details Reports from the User Management screen or User Details screen Control Bar.
STEP ACTION
1 Go to Administration > Reports screen.
2 Click New on the Control Bar, or if you have not created any Report Profiles, click New Report:

mceclip0.pngAdministration reports Report Profiles.png
3 Choose report type as User Details Report.
4 Choose File Type. Choose from:
  • CSV (Default File Encoding is UTF-8 for reports created in CSV)
  • PDF
5 Default Language is English.
6 If required, enter a Filename Prefix up to 70 characters.
7 If required, click Add to add Select Users to this report, then click Add Selected Users, or leave blank to generate a report for all users.
8 If required, click Run and Download Report Now to generate the report without saving it for future use. Click to open the downloaded report.
9 If required, click Continue to Schedule & Save to save the report for future use or to create a Scheduled Report Profile.
10 Enter the Schedule Details:

Enter the frequency of Repeats from the drop-down.

If None is selected, the report will not be scheduled and can be generated at the user’s request.
Daily
    1. Choose the Schedule Start and End Dates.
    2. Enter a Run Time/Time Zone.
Weekly
    1. Choose Repeats On from the drop-down. Choose from Sunday - Saturday.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.
Monthly
    1. Choose Repeats On from the drop-down list. Choose from day 1 - 31.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.

Enter the Profile Details:

  1. Enter a Profile Name up to 50 characters.
  2. If required, enter a Profile Description up to 100 characters.
  3. If required, enter a Filename Prefix up to 70 characters.
  4. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file.
  5. If required, tick the Run Report after Saving checkbox.
11 Select Save Report Profile to save the report.

Successfully Saved Sept 2023.png

RESULT: Report is now saved to Report Profiles.
User Summary Report
You can also request a User Summary Reports from the User Management screen or User Details screen Control Bar.
STEP ACTION
1 Go to Administration > Reports screen.
2 Click New on the Control Bar, or if you have not created any Report Profiles, click New Report:

mceclip0.png

Administration reports Report Profiles.png
3 Choose report type as User Summary Report.
4 Default File Type is CSV and File Encoding is UTF-8.
5 Default Language is English.
6 If required, enter a Filename Prefix up to 70 characters.
7 If required, click Add to add Select Users to this report, then click Add Selected Users, or leave blank to generate a report for all users.
8 If required, click Run and Download Report Now to generate the report without saving it for future use. Click to open the downloaded report.
9 If required, click Continue to Schedule & Save to save the report for future use or to create a Scheduled Report Profile.
10 Enter the Schedule Details:

Enter the frequency of Repeats from the drop-down.

If None is selected, the report will not be scheduled and can be generated at the user’s request.
Daily
    1. Choose the Schedule Start and End Dates.
    2. Enter a Run Time/Time Zone.
Weekly
    1. Choose Repeats On from the drop-down. Choose from Sunday - Saturday.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.
Monthly
    1. Choose Repeats On from the drop-down list. Choose from day 1 - 31.
    2. Choose the Schedule Start and End Dates.
    3. Enter a Run Time/Time Zone.

Enter the Profile Details:

  1. Enter a Profile Name up to 50 characters.
  2. If required, enter a Profile Description up to 100 characters.
  3. If required, enter a Filename Prefix up to 70 characters.
  4. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file.
  5. If required, tick the Run Report after Saving checkbox.
11 Select Save Report Profile to save the report.

Successfully Saved Sept 2023.png

RESULT: Report is now saved to Report Profiles.

You may find these helpful

Guides

Videos

Need more help?