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.

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 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.

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 (Australia/ New Zealand/ China) or in a product’s respective Reports menu, where available. The process demonstrated in the video under the Accounts menu is also transferrable to other features you are entitled to.

Create and schedule Administration Reports

New Report Sept 2023.png

Account Details Report

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:
3	Choose report type as Account 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	Click Add to add Select Accounts to this report, then click Add Selected Accounts. Reports can be generated up to 1000 accounts.
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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
11	Select Save Report Profile to save the report. RESULT: Report is now saved to Report Profiles.

Account Group Report

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:
3	Choose report type as Account Group 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	Click Add to add Select Account Groups to this report, then click Add Selected Account Groups.
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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
11	Select Save Report Profile to save the report. RESULT: Report is now saved to Report Profiles.

Division Details Report

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:
3	Choose report type as Division Details Report.
4	Choose File Type. Choose from: PDF
5	Default Language is English.
6	If required, enter a Filename Prefix up to 70 characters.
7	Click Add to add Select Divisions to this report, then click Add Selected 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 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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
11	Select Save Report Profile to save the report. RESULT: Report is now saved to Report Profiles.

Role Details Report

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:
3	Choose report type as Role 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 Roles to this report, then click Add Selected Roles.
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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
11	Select Save Report Profile to save the report. RESULT: Report is now saved to Report Profiles.

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:
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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
13	Select Save Report Profile to save the report. 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:
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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
13	Select Save Report Profile to save the report. 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:
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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
11	Select Save Report Profile to save the report. 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:
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 Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Weekly Choose Repeats On from the drop-down. Choose from Sunday - Saturday. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Monthly Choose Repeats On from the drop-down list. Choose from day 1 - 31. Choose the Schedule Start and End Dates. Enter a Run Time/Time Zone. Enter the Profile Details: Enter a Profile Name up to 50 characters. If required, enter a Profile Description up to 100 characters. If required, enter a Filename Prefix up to 70 characters. Tick the Deliver Report by Email checkbox to have the report delivered to your registered email address via a ZIP file. If required, tick the Run Report after Saving checkbox.
11	Select Save Report Profile to save the report. RESULT: Report is now saved to Report Profiles.

Video Transcript

Creating Scheduled Reports transcript.pdf
50 KB Download