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Manage Commercial Cards Reports

Geography: This article is applicable for ANZ Transactive Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

Report Profiles

Run and Download a Report Profile
STEP ACTION
1 Go to the Commercial Cards > Reports screen
2

From Report Profiles you can run and download the report using one of the following methods:

  • Method 1: Right-click on the Report Profile and click Run on the Context Menu
  • Method 2: Click on the Report Profile to display the View Report Profile screen and then click Run and Download on the Control Bar
  • Method 3: Click the download icon mceclip1.png
RESULT: The report will be created and available to download.
Please note, if there is no data recorded in the selected date range, then there will be no statement data generated.
View Report Profile
STEP ACTION
1 Go to the Commercial Cards > Reports screen
2

Click on a report from Report Profiles

RESULT: The View Report Profile screen will be displayed.

CC View Report Profile SEP23.png
Edit Report Profile
STEP ACTION
1 Go to the Commercial Cards > Reports screen
2

From Report Profiles 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 Edit on the Control Bar
  • Method 3: Click on the Report Profile to display the View Report Profile screen and then click Edit on the Control Bar
3 Edit the Report Profile details as required
4 If required, select Run Report after Saving checkbox
5

Select Save Changes

RESULT: A message is displayed advising that the Report Profile has been saved.
Copy Report Profile
STEP ACTION
1 Go to the Commercial Cards > Reports screen
2

From Report Profiles use one of the following methods to copy the report:

  • Method 1: Right-click on the Report Profile and click Copy on the Context Menu
  • Method 2: Select the Report Profile and click Copy on the Control Bar
  • Method 3: Click on the Report Profile to display the View Report Profile screen and then click Copy on the Control Bar
3
  • Update the Profile Name
  • If required, edit the Copy Report Profile details
4 If required, select Run Report after Saving checkbox
5

Select Save Report Profile

RESULT: Report is now saved to Report Profiles.
Delete Report Profile
STEP ACTION
1 Go to the Commercial Cards > Reports screen
2

From Report Profiles 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(s) and click Delete on the Control Bar
  • Method 3: Click on the Report Profile to display the View Report Profile screen and then click Delete on the Control Bar
3

Select Delete Profile in the confirmation pop up window

mceclip3.png

RESULT: The selected report profile has been deleted.

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