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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.

The Role Details Report includes the name, description, type, status and permissions assigned to a role. To generate a Role Details Report for one or more roles, follow the steps below:

Use Method 1 or 2 to generate a report for several roles. To select all roles, tick the box next to the first column in the header.
STEP ACTION
1 Go to the Administration > Role Management screen.
2 Locate the role(s) and 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. 
To find a role, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
3 If required, enter a Report Name up to 20 characters.
4 From the Report Format drop-down list, select CSV.
5 Click Submit.
RESULT: The report will be created and available in Administration > Download Reports.