Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies, excl. APEA region. Full details are available in Features by Geography.
The report can also be generated from the Account Report Screen. Please refer to Create and schedule Account Reports.
To generate a Deposit Summary Report from the Deposits Screen, follow the steps below.
| STEP | ACTION |
| 1 | Go to Accounts > Deposits screen |
| 2 | Select the account(s) from the grid and choose from one of the following methods:
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| 3 | Choose a Report Format: CSV, PDF or XLSX. |
| 4 | Choose a Report Language: English, Traditional Chinese, Japanese, Vietnamese, Khmer or Simplified Chinese. |
| 5 | Choose Report Encoding if you have selected CSV Report Format
Report Encoding Unicode (UTF-8) can store every Unicode character.
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| 6 | If required, enter a Report Name up to 20 characters |
| 7 | If required, enter a Report Description up to 100 characters |
| 8 | Select a data range from the Show Data For drop-down list.
Choose from:
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| 9 | Click Submit
RESULT: The report will be created and available in the browser if generated within three seconds. All other reports will be available in the browser if generated within three seconds. All other reports will be available in Notifications or in Report Centre Download Reports.
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