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Account Group 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 Account Group Report includes the name, description, type, status and accounts assigned to an account group. To generate an Account Group Report for one or more account groups, follow the steps below:

Use Method 1 or 2 to generate a report for several account groups. To select all account groups, tick the box next to the first column in the header.
STEP ACTION
1 Go to the Administration >  Account Group Management screen
2 Locate the account group(s) and use one of the following methods to generate a report:
  • Method 1: Right-click on the account group(s) and click Account Group Report on the Context Menu
  • Method 2: Select the account group(s) and click Reports > Account Group Report on the Control Bar
  • Method 3: Click on the account group in the list to display the Account Group Details screen and then click Reports > Account Group Report on the Control Bar 
To find an account group, 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 Choose a Report Format from the drop-down list. Choose from CSV or PDF.
5 Click Submit
RESULT: The report will be created and available in Administration > Download Reports.