Geography: This article is applicable for ANZ Transactive - Global customers banking in Pacific Islands, Laos, Taiwan and Indonesia. Full details are available in Features by Geography.
About Asia & Pacific Payments Reports screen
Asia & Pacific Payments Reports screen allows you to create, schedule, manage, and email payment grid report types. You can run ad hoc Report Profiles, schedule grid reports to automatically run at a particular time and save grid reports for future use. Only scheduled and saved grid reports are displayed on the screen.
- Click on a row to view the View Report Profile screen
- Right-click on a row to Run, Edit, Copy or Delete a Report Profile
Report Profiles
Report Profiles allows you to set up, schedule and manage different types of reports.
Control Bar
| NAME | DESCRIPTION |
|---|---|
| View | Change the View to display Scheduled and Not Scheduled reports. |
| New | Click New to create a new Report Profile. |
| Edit | Edit a Report Profile. |
| Copy | Copy a Report Profile. |
| Delete | 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 textboxes that are under each column heading to display matching records. |
| Export | Export the records on the screen into a CSV file. |
| Refresh | Refresh the records on the screen. |
| Settings | Use Settings to save the View and Group selected. |
Columns
Learn how to tailor grid views to your needs, see Customise Grids.
| COLUMN | DESCRIPTION |
|---|---|
| Last Updated | Date and time the report was last updated. |
| Profile Name | Name of the Report Profile. |
| Report Type | Type of report:
|
| File Type | File Type: CSV or PDF. |
| Frequency | For Scheduled Reports, the frequency of the report:
|
| Previous Run Date | Previous date and time the report was generated. |
| Next Run Date | For Scheduled Report Profiles, the next scheduled run date and time. |
| End Date | For Scheduled Report Profiles, the end date of the scheduled report. |