Manage Report Profiles – ANZ Digital Services Help

Run Report Profile

STEP

ACTION

Go to the Report Centre > Report Profiles screen

Select the Report Profile and use one of the following methods to run the report:

Method 1: Right-click on the Report Profile and click Run on the Context Menu
Method 2: Select the Report Profile and click Actions > Run on the Control Bar
Method 3: Click on the Report Profile in the list to display the Report Profile Details screen and then click Run on the Control Bar

RESULT: The report will be created and available to download in Notifications or in Report Centre > Download Reports.

View Report Profile

STEP	ACTION
1	Go to the Report Centre > Report Profiles screen
2	Select the Report Profile to view the profile created Details of the Report Profile created will display the Report Information, Report Filters, and the list of scheduled reports associated to the Report Profile.

Edit Report Profile

STEP	ACTION
1	Go to the Report Centre > Report Profiles screen
2	Select the Report Profile and use one of the following methods to edit the report: Method 1: Right-click on the Report Profile and click Edit on the Context Menu Method 2: Select the Report Profile and click Actions > Edit on the Control Bar Method 3: Click on the Report Profile in the list to display the Report Profile Details screen and then click Edit on the Control Bar
3	Edit the Report Profile details as required
4	Click Save on the Control Bar RESULT: A message is displayed advising that the Report Profile has been saved.

Delete Report Profile

STEP	ACTION
1	Go to the Report Centre > Report Profiles screen
2	Select the Report Profile and use one of the following methods to delete the report: Method 1: Right-click on the Report Profile and click Delete on the Context Menu Method 2: Select the Report Profile and click Actions > Delete on the Control Bar Method 3: Click on the Report Profile in the list to display the Report Profile Details screen and then click Delete on the Control Bar
3	Click Yes in the confirmation pop-up window RESULT: A message is displayed advising that the Report Profile has been deleted.