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Role Details 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 Role Details Report

Company Administrators can download the Role Details Report from the Role Management screen in a CSV format. The report includes the role name, description, type, status and permissions assigned to a role.

Download Role Details Report

To generate a Role Details Report for one or more roles, follow the steps below:

STEP ACTION
1 Click Administration > Role Management menu.
2 Search and select the role(s). Use one of the following methods:
  • Method 1: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 2: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3 Use one of the following methods to generate a report:
  • Method 1: Right-click on the role(s) and click Role Details Report on the Context Menu.
  • Method 2: Select the role(s) and click Reports > Role Details Report on the Control Bar.
  • Method 3: Click on the role in the list to display the Role Details screen and then click Reports > Role Details Report on the Control Bar. 
4 If required, enter a Report Name up to 20 characters.
5 From the Report Format drop-down list, select CSV.
6 Click Submit.
RESULT: Report will be generated and available on your screen.

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