Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia. Full details are available in Features by Geography.
The report can also be generated from the Facility Summary Details screen.
To generate a Facility Summary Report, follow the steps below.
| STEP | ACTION |
|---|---|
| 1 | Click Loans > Loan Facilities to view the Facility Summary screen |
| 2 | Select one or more facilities and click Reports > Request Facility Summary on the Control Bar |
| 3 | Select a Report Format. Choose from CSV or PDF. |
| 4 | The Report Language is English |
| 5 |
If you have selected CSV format, you can select a Report Encoding from the drop-down list. Choose from:
File Encoding determines what data can be stored in the file. For example, ASCII can only store the basic set of English characters whereas 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 | The report will Show Data For Yesterday |
| 9 |
Click Submit
RESULT: The report will be created and available to download in Downloads from the Application Banner.
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Loans Reports
| REPORT | DESCRIPTION |
|---|---|
| Facility Summary Report |
The Facility Summary Report provides summary information on each facility registered to your site, including:
View sample Facility Summary Report
Sample Reports are an indication only to illustrate the layout of information. Report can be downloaded in PDF or CSV formats.
View sample Facility Summary Report fields
Field names are an indication only and subject to change based on report criteria selected.
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