Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
About Account Group Reports
The Account Group Report includes the group name, description, type, status and accounts details assigned to an account group. Reports can be downloaded to a CSV or PDF format.
To schedule an Account Group Report, please refer to Create and schedule Administration Reports.
Create Account Group Report
To generate an Account Group Report for one or more account groups, follow the steps below:
STEP | ACTION |
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1 | Click Administration > Account Group Management menu. |
2 | Search and select the account group(s). Use one of the following methods:
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3 | Use one of the following methods to generate a report:
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4 | If required, enter a Report Name up to 20 characters. |
5 | Choose a Report Format from the drop-down list. Choose from CSV or PDF. |
6 | Click Submit.
RESULT: Report will be generated and available on your screen.
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