Configuring your own reports

You can configure your own reports by selecting the fields you require. You can then update and delete them, as needed.

Create a new report configuration

To create a new report configuration:

1.       Navigate to the Get Statement Report Parameters page.

2.       Scroll down to the Manage Report Column Configurations section.

3.       Do one of the following:

a.       Click Create, positioned next to Saved Report Format.
This allows you to base your report on a previously created statement.
or:

b.       Click Edit , positioned next to one of the reports you have created (if applicable).
This allows you to base your report on one of your previous reports.

The Report Column Configuration page displays.

4.       Use the Column Configuration selection box to set the column headings you require. The dialog comprises two columns:

1. • The Selected Columns list
     Displays fields that are to be displayed in the report.

   • The Eligible Columns list
     Displays fields that are available but will not be displayed in the report.

5.       Use the available buttons to add or remove fields to/from the Selected Column list.

1. • Move >
     Move fields from the Eligible Columns list to the Selected Columns list.

   • < Move
     Move fields from the Selected Columns list to the Eligible Columns list.

   • Move All >>
     Move all eligible columns to the Selected Columns list.

   • << Move All
     Move all the selected columns to the Eligible Columns list.

6.       Use the Up and Down buttons In the Selected Columns list to move selected column headings up and down the Selected Columns list.
This enables you to organise column headings in the required order in the report output. The top entry in the list represents the left column of the report. The entry at the bottom of the list represents the last column of the report.

When using Amount fields, for example:

You must also include its associated Currency field.

When reporting multi-currencies: For currency amounts to be shown to the correct ’r;exponent’ (to the correct number of decimal places) in the report, you must ensure that you: Include the currency for the amount you wish to see. For example, if you want to include ’r;Payment Amount’ you must include ’r;Payment Amount Currency’ Place the currency before the Amount in the ’r;Selected Columns’ field (see example screen output)

7.       When you have completed your report, enter a name in the Save as New Column Configuration text field.

8.       Click Save.
If the save is successful a 'Successfully saved column configuration nn' message displays.

9.       Click Go Back to return to the Get Statement Report Parameters page.
The name of the report is displayed under the heading Edit or Delete your own Configurations. You can change or delete your configuration at any time, using the Edit and Delete buttons.

Edit a report configuration

To edit a report configuration that you have already created:

1.       Navigate to the Get Statement Report Parameters page.

2.       Scroll down to the Manage Report Column Configurations section.

3.       In the Edit or Delete your own Configurations section, select the Edit button next to the report you wish to edit.

4.       Amend the report as required using the Move, Up and Down buttons.

5.       Click the Update button.
If the update is successful a 'Successfully updated column configuration nn' message displays.

Delete a report configuration

To delete a report configuration that you have created:

1.       Navigate to the Get Statement Report Parameters page.

2.       Scroll down to the Manage Report Column Configurations section.

3.       In the Edit or Delete your own Configurations section, click the Delete button next to the report you wish to remove.
If the deletion is successful, a 'Successfully deleted column configuration nn' is displayed.