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Request a User Report

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

About User Reports

You can request a User Report from the User Management or User Details screen. These reports are run on an ad hoc basis and are saved to the Reports menu. Please also refer to Create and schedule Administration Reports.

User Report top image.pngUser Report bottom image.png

STEP ACTION
1 Click Administration > User Management menu.
2 Select the user(s) from the grid and choose from one of the following methods to request a report.
  • Method 1: Right-click on the user(s) and click Reports > report type on the Context Menu, or
  • Method 2: Click Reports on the Control Bar and Report Type, or
  • Method 3: Click on a user to display the User Details screen, then click Reports > Report Type on the Control Bar.
3 If required, enter Report Name up to 20 characters.
4 Select Report Format. Choose from CSV or PDF.
5 Select Date.
Choose from:
  • Today
  • Yesterday
  • Week to Date (current week to today)
  • Previous Week (Mon–Sun of previous week)
  • Month to Date (current month to today)
  • Previous Month
  • Specific Date
  • Date Range
6 Select Audit Event Type.
Choose event from:
  • Approved
  • Created
  • Deleted
  • Disabled
  • Enabled
  • Modified
  • Password Reset
  • Rejected
7 If required, select Functions (User Activity Report only).
Choose from:
Click Add to add one or more functions.
  • Account Group Management
  • Account Management
  • Asia & Pacific Payments
  • Authorisation Panel
  • Bene Management
  • Confidential Data Group Management
  • Customer Settings
  • Division Settings
  • Download Reports
  • FX Service Audit
  • Grid Reporting
  • Payment Management
  • Report Profile
  • Report Scheduling
  • Role Management
  • Self-Service
  • Session Management
  • Template Management
  • Trade Finance
  • User Management
Click Add Selected Functions.
8 Click Submit.
RESULT: Report will be generated and available on your screen.

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