Administration Report Types

About Administration Report Types

Eligible users can create, schedule, edit, copy, delete and email administration report types. You can run ad hoc Report Profiles, schedule reports to automatically run at a particular time and save reports for future use. The follow is a list of available administration report types that can be downloaded in various file formats. Fields within the reports are specific to the geography, administration types, completed fields, etc.,

Sample Reports are an indication only to illustrate the layout of information. To see a version of these reports, please refer to Create and schedule Administration Reports.

REPORT	DESCRIPTION
Account Details Report	The Account Details report provides account details and account entitlements for selected account(s): View sample Account Details Report Reports can be downloaded in CSV only. Reports can be generated up to 1000 accounts. View sample Account Details Report fields Field names are an indication only and subject to change based on report criteria selected. Account Number Legal Entity Name Account Short Name Sub/Controlled Account Name Account Currency Account Address Account Status Bank/Branch Account Domicile Country or Region Payment Funds Method Account Discretion* Division Details Product Entitlement Account Group *Available for China, Hong Kong, India, Singapore, Philippines & Vietnam only.
Account Group Report	The Account Group report provides the following details for account group for selected group(s): View sample Account Group Report Reports can be downloaded in CSV. View sample Account Group Report fields Field names are an indication only and subject to change based on report criteria selected. Group Name Group Type Group Description Group Status Account Number Account Name Bank Country or Region Currency
Division Details Report	The Division Details report provides the following details for division for selected division(s): View sample Division Details Report Reports can be downloaded in PDF. View sample Division Details Report fields Field names are an indication only and subject to change based on report criteria selected. Customer ID Customer Name Division ID Division Name Workflow Product Payment Purpose Authorisation Model Authorisation Panel
Role Details Report	The Role Details report provides each feature role details and permissions assigned for selected role(s): View sample Role Details Report Reports can be downloaded in CSV and PDF. View sample Role Details Report fields Field names are an indication only and subject to change based on report criteria selected. Role Name Role Description Product Family Role Type Role Status Feature Name Product Name Permission Name
User Activity Report	The User Activity reports provides the following details for users across a date range or on a particular date: User name and ID Service (e.g., Administration, Reporting) Function (e.g., Role Management, Download Reports) Action (e.g., Create, Download) View sample User Activity Report Reports can be downloaded in CSV, PDF and XLSX.  View sample User Activity Report fields Field names are an indication only and subject to change based on report criteria selected. Date Range User ID User Name Timestamp IP Address Service Function Action ID/Details Division ID
User Audit Report	The User Audit report provides the following details for users across a date range or on a particular date: User name and ID Audit event type (e.g., Added, Modified) Field Modified Before/After values (if any) View sample User Audit Report Reports can be downloaded in CSV and PDF. View sample User Audit Report fields Field names are an indication only and subject to change based on report criteria selected. Report Name User ID Name Customer ID Customer Name Range Audit Event Type Date/Time Actioned By Field Modified Before Values After Values
User Details Report	The User Details report provides the following details for users across a date range or on a particular date: User name and ID User credentials User status Role name and role type Product and product family View sample User Details Report Reports can be downloaded in CSV and PDF. View sample User Details Report fields Field names are an indication only and subject to change based on report criteria selected. User ID First Name Last Name Email Address Authorisation Group User Credential User Status Workflow Division ID Role Type Role Name Product Family Product Access Approval Discretion Payment Purpose
User Summary Report	The User Summary report provides the following details for users across a date range or on a particular date: User name and ID User credentials User Status User role and last logon date View sample User Summary Report Reports can be downloaded in CSV only.  View sample User Summary Report fields Field names are an indication only and subject to change based on report criteria selected. User ID First Name Last Name Preferred Name User Credential Security Device Info User Status Country or Region User Role Last Login Authorisation Group