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Scheduled Reports Screen

Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.

From the Scheduled Reports screen you can setup and manage reports that you would like to run or have emailed to you at regular intervals.

  • The email address used is taken from your user profile information. For information on how to change your email address and other contact details, please refer to the New User FAQs.
  • To access the report you must set up a Report Retrieval Code (password) in Settings & Preferences

  • Click on a row to view the Scheduled Reports Details Screen
  • Right-click on a row to Edit or Delete a Scheduled Report

Control Bar

NAME DESCRIPTION
New Click New to create a new Scheduled Report.
Actions Click Actions to Edit or Delete a Scheduled Report.
Group Group data on the screen by predefined criteria.
Filter Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records.
Export Export the records on screen into a CSV file.
Refresh Refresh the records on screen.
Settings Use Settings to save the View and Group selected.

Columns

For information on how to customise grids, click here.

COLUMN DESCRIPTION
Schedule Name Name of scheduled report.
Report Type Type of report, e.g., Beneficiary Advice, Payment Detail Report, Template Summary Report, etc., For more information on the types of reports that are available, please refer to Reports Overview.
Status Status of the scheduled report, e.g. Active or Inactive.
Frequency Frequency of the scheduled report.
Last Run Date Last date the report was generated.
Next Run Date Next date the report will be generated.
Start Date Date the scheduled report started.
End Date Date the scheduled report will end.
Report Profile An indicator to show if there is a Report Profile created from the Scheduled Report.