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.
Email reports:
- Reports delivered by email will be sent to your email address in your User profile. For information on how to update your email address and other contact details, please refer to New User FAQs.
- Report Retrieval code is required to access your emailed reports. Please refer to Settings & Preferences to set-up your Report Retrieval Code.
About managing scheduled reports
From the Scheduled Reports screen, you can view, run, edit, or delete profiles that you’ve previously set up. You can update the report schedule, choose whether to receive reports via email, change the report format, or delete the entire profile if no longer needed. Additionally, reports can be run manually between scheduled intervals for up-to-date information.
For users that have been upgraded to the new report menus, please refer to the following report articles:
- Manage Account Reports for balance and transaction reporting
- Manage Administration Reports
- Manage Asia & Pacific Payments Reports for the Pacific, Indonesia, Laos and Taiwan
- Manage Commercial Cards Reports
- Manage Guarantee & Standby LC's Reports
- Manage Payment Reports for Hong Kong, India, Philippines, Singapore and Vietnam (Asia only, excl. China)
- Trade Finance Reports
To manage the scheduled reports, follow the steps below:
Edit Scheduled Report
| STEP | ACTION |
|---|---|
| 1 | Go to the Report Centre > Scheduled Reports screen |
| 2 | Select the Scheduled Report and use one of the following methods to edit the report:
|
| 3 | Edit the Scheduled Report details as required |
| 4 | Click Save on the Control Bar
RESULT: A message is displayed advising that the Scheduled Report has been saved.
|
Delete Scheduled Report
| STEP | ACTION |
|---|---|
| 1 | Go to the Report Centre > Scheduled Reports screen |
| 2 | Select the Scheduled Report and use one of the following methods to delete the report:
|
| 3 | Click Yes in the confirmation pop-up window
RESULT: A message is displayed advising that the Scheduled Report has been deleted.
|