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Create and schedule Administration Reports

Geography: This article is applicable for ANZ Transactive – Global customers banking in Australia, Hong Kong, India, New Zealand, the Philippines, Singapore and Vietnam.
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.
About Administration Reports

Create and schedule Administration Reports

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.

Administration Reports information

  • 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 Downloads in 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.

Create and schedule reports video

This instructional video aims to guide you on Creating and Scheduling Reports in ANZ Transactive - Global. Depending on the report type, you can schedule reports via the Report Centre or in a menus respective Reports menu, where available. The process demonstrated in the video under the Accounts menu is transferrable to other menus you are entitled to.

Create and schedule Administration Reports

STEP ACTION
1 Click Administration > Reports menu
2 Click New on the Control Bar
3 Select Report Type (see options available from Step 7)
4 Select File Type (see options available from Step 7)
5 Default Language is English
6 If required, enter Filename Prefix up to 70 characters
7
Account Details Report

These reports can be downloaded in CSV only - default File Encoding is Unicode (UTF-8).

STEP ACTION
1 Click Add to add Accounts
2 Select one to many Accounts up to 1,000 accounts
3 Click Add Selected Accounts
Account Group Report

These reports can be downloaded in:

  • CSV - default File Encoding is Unicode (UTF-8)
  • PDF

Leave Report Content blank to generate a report for all Account Groups or choose selected Account Groups.

STEP ACTION
1 Click Add to add Account Groups
2 Select one to many Account Groups
3 Click Add Selected Account Groups
Division Details Report

These reports can only be downloaded in PDF.

Leave Report Content blank to generate a report for all divisions, or choose selected Divisions.

STEP ACTION
1 Click Add to add Select Divisions
2 Select one to many Divisions
3 Click Add Selected Divisions
Role Details Report

These reports can be downloaded in:

  • CSV - default File Encoding is Unicode (UTF-8)
  • PDF

Leave Report Content blank to generate a report for all Roles, or choose selected Roles.

STEP ACTION
1 Click Add to add Select Roles
2 Select one to many Roles
3 Click Add Selected Roles
User Activity Report
You can also request a User Activity Reports from the User Management screen or User Details screen Control Bar.

These reports can be downloaded in:

  • CSV - default File Encoding is Unicode (UTF-8)
  • PDF

Leave Report Content blank to generate a report for all Users and/or all Functions, or choose selected Users and/or Functions.

STEP ACTION
1

Show Data For

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
2 Click Add to add Select Users
3 Select one to many Users
4 Click Add Selected Users
5 Click Add to add Select Functions
6 Select one to many Functions
7 Click Add Selected Functions
User Audit Report
You can also request a User Audit Reports from the User Management screen or User Details screen Control Bar.

These reports can be downloaded in:

  • CSV - default File Encoding is Unicode (UTF-8)
  • PDF

Leave Report Content blank to generate a report for all Users and/or all Audit Events, or choose selected Users and/or Audit Events.

STEP ACTION
1

Show Data For

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
2 Click Add to add Select Users
3 Select one to many Users
4 Click Add Selected Users
5 Click Add to add Select Audit Events
6 Select one to many Audit Events
7 Click Add Selected Audit Events
User Details Report
You can also request a User Details Reports from the User Management screen or User Details screen Control Bar, however you cannot select a division option.

These reports can be downloaded in:

  • CSV - default File Encoding is Unicode (UTF-8)
  • PDF

Leave Report Content blank to generate a report for all Users or choose selected Users.

STEP ACTION
1 Click Add to add Select Division(s)
2 Select one to many Divisions, or leave blank to generate a report for all eligible divisions*
3 Click Add Selected Divisions
4 Click Add to add Select Users
5 Select one to many Users
6 Click Add Selected Users

*Administrators can generate a report for users who have at least one or more of the user's assigned divisions.

User Summary Report
You can also request a User Summary Reports from the User Management screen or User Details screen Control Bar, however you cannot select a division option.

These reports can only be downloaded in CSV.

Leave Report Content blank to generate a report for all Users or choose selected Users.

STEP ACTION
1 Click Add to add Select Division(s)
2 Select one to many Divisions, or leave blank to generate a report for all eligible divisions*
3 Click Add Selected Divisions
4 Click Add to add Select Users
5 Select one to many Users
6 Click Add Selected Users

*Administrators can generate a report for users who have at least one or more of the user's assigned divisions.
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.
10

Select the frequency of Repeats:
If None is selected, the report will not be scheduled and can be generated at the user’s request.
 

Daily
  1.  
    1. Choose the Schedule Start and End Dates.
    2. Enter a Run Time/Time Zone.
Weekly
  1.  
    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.  
    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.
11 Enter the report Profile Name up to 50 characters
12 If required, enter a report Profile Description up to 100 characters
13 If required, enter a Filename Prefix up to 70 characters
14 If required, tick Deliver Report by Email to have the password protected report delivered to your registered email address via a ZIP file
15 If required, tick Run Report After Saving
16

Click Save Report Profile
 

RESULT: Report Profile has been saved to your Administration Reports menu.

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