Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
New Payment Reports menu coming soon.
- For Asia (excl. China) payment reports, please refer to Payment Reports.
- For Pacific and Laos payment reports, please refer to Asia & Pacific Reports.
- For Australia, New Zealand and China, please refer below.
If you have requested a report that contains a large amount of data, it may not be available straight away. Simply click the Refresh button to update the downloads that are available.
About Download Reports screen
The Download Reports screen allows you to view all reports that have been generated on an ad hoc request or from a report schedule.
When a report is in a Ready for download status, you can download the report using one of the following methods:
- Method 1: Right-click on the report(s) and click Download on the Context Menu
- Method 2: Select the report(s) and click Actions > Download on the Control Bar
For users that have been upgraded to the new report menus, please refer to the following report articles:
- Account Reports for balance and transaction reporting
- Administration Reports
- Asia & Pacific Payments Reports
- Commercial Cards Reports
- Guarantee & Standby LC's Reports
- Payment Reports (Asia only, excl. China)
- Trade Finance Reports
Control Bar
NAME | DESCRIPTION |
---|---|
View | Change the View to display information for a different date range. You can only select a date to view that is less than 45 days as reports are held in the system for this length of time. |
Download | Click Download to download a selected report that is in a Ready for Download status. |
Delete | Click Delete to delete one or more selected reports. |
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 |
---|---|
Report Date and Time | Date and time when the report was created. |
Report Type | Type of report, e.g., Payment Detail Report, Template Summary Report. |
Report Name | Name of the report. |
Report Format | Format of the report, e.g., CSV, XLSX etc. |
Report Status | The download status of the report, i.e., Ready for download, Download pending or Not available for download. |
File Size | File size of the report. |
Run Type | Type of download: User Requested or Scheduled. |
Report Description | Description of the report. |