Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
Report Profiles
Run and Download a Report Profile
STEP | ACTION |
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1 | Go to the Guarantees & Standby LC's > Reports screen |
2 | From Report Profiles you can run and download the report using one of the following methods:
RESULT: The report will be created and available to download from Generated Reports.
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View Report Profile
STEP | ACTION |
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1 | Go to the Guarantees & Standby LC's > Reports screen |
2 | Click on a report from Report Profiles
RESULT: The View Report Profile screen will be displayed.
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Edit Report Profile
STEP | ACTION |
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1 | Go to the Guarantees & Standby LC's > Reports screen |
2 | From Report Profiles use one of the following methods to edit the report:
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3 | Edit the Report Profile details as required |
4 | If required, select Run Report after Saving checkbox |
5 | Select Save Changes
RESULT: A message is displayed advising that the Report Profile has been saved.
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Copy Report Profile
STEP | ACTION |
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1 | Go to the Guarantees & Standby LC's > Reports screen |
2 | From Report Profiles use one of the following methods to copy the report:
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3 |
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4 | If required, select Run Report after Saving checkbox |
5 | Select Save Report Profile
RESULT: Report is now saved to Report Profiles.
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Delete Report Profile
STEP | ACTION |
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1 | Go to the Guarantees & Standby LC's > Reports screen |
2 | From Report Profiles use one of the following methods to delete the report:
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3 | Select Delete Profile in the confirmation pop up window
RESULT: The selected report profile has been deleted.
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Generated Reports
Download Generated Report
STEP | ACTION |
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1 | Go to the Guarantees & Standby LC's > Reports screen |
2 | From Generated Reports use one of the following methods to download the report:
RESULT: The Generated Report will download.
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Delete Generated Report
STEP | ACTION |
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1 | Go to the Guarantees & Standby LC's > Reports screen |
2 | From Generated Reports use one of the following methods to delete the report:
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3 | Select Delete Files in the confirmation pop up window
RESULT: The selected file has been deleted.
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