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.
About Report Profile screen
The Report Profiles screen allows you to create, schedule, manage and email payment, receivable, loans and account reports. You can run ad hoc Report Profiles, schedule reports to automatically run at a particular time and save reports for future use. Click on a report profile to view the full report profile details, including report type, report date range, frequency, etc.
For users that have been upgraded to the new report menus, please refer to the following report articles:
- Account Reports screen for balance and transaction reporting
- Administration Reports screen
- Asia & Pacific Payments Reports screen
- Commercial Cards Reports screen
- Guarantee & Standby LC's Reports
- Payment Reports (Asia only, excl. China)
- Trade Finance Reports
Control Bar
| NAME | DESCRIPTION |
|---|---|
| View | Change the View to display reports you have created. |
| New | Click New to create a new Report Profile. |
| Actions | Click Actions to Run, View, Edit or Delete a Report Profile. |
| 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 Name | Name of the report. |
| Report Type | Type of report, e.g., Beneficiary Advice, Payment Detail Report, Template Summary Report. For more information on the types of reports that are available, please refer to Reports Overview. |
| Report Description | Description of the report. |
| Schedules | Indicates the number of associated scheduled reports that have been created for the report profile. |