Geography: This article is applicable for ANZ Transactive - Global customers banking in Asia, excl. Indonesia, Japan, Laos, and Taiwan. Full details are available in Features by Geography.
Payment Reports menu will be delivered to Asian geographies in a phased approach. For users who have access to additional geographies, please refer to the below:
- For Australia, China & New Zealand payment reports, please refer to Report Centre.
- For Pacific, Indonesia, Laos & Taiwan payment reports, please refer to Asia & Pacific Reports.
- For Asia (excl. China) payment reports, please refer below.
About Payment Reports screen
Payment Reports allows you to create, schedule, manage, share and email payment type reports. You can run ad hoc Report Profiles, schedule reports to automatically run at a particular time and save reports for future use. Only scheduled and saved reports are displayed on the screen.
- Click on a row to view the View Report Profile screen
- Right-click on a row to Run, Edit, Copy or Delete a Report Profile
Control Bar
| NAME | DESCRIPTION |
|---|---|
| View | Change the View to display My Reports and Shared Reports. |
| New | Click New to create a new Report Profile. |
| Edit | Edit a Report Profile. |
| Copy | Copy a Report Profile. |
| Delete | Delete a Report Profile. |
| Group | Group data on the screen by predefined criteria. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Export | Export the records on screen into a CSV file. |
| Refresh | Refresh the records on screen. |
| Settings | Use Settings to save the View and Group selected. |
Columns
For information on how to customise grids, can be found under Navigating the System.
| COLUMN | DESCRIPTION |
|---|---|
| Download Report | Click to run and download the saved Report Profile. |
| Last Updated | Date and time the report was last updated. |
| Profile Name | Name of the Report Profile. |
| Report Type | Type of report:
|
| Format | File Type: CSV, PDF, or XLSX.
File Types available are dependent on the Report Type selected. |
| Schedule | Schedule Report Profiles to run and download in the following frequencies:
|
| Shared | Report has been shared with or by you. |
| Previous Run Date | Previous date and time the report was generated. |
| Next Run Date | For Scheduled Report Profiles, the next scheduled run date and time. |
| End Date | For Scheduled Report Profiles, the end date of the scheduled report. |