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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.

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
1 Click Administration > Account Group Management menu.
2 Search and select the account group(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 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.
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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