{"type":"document","data":{"id":"6ddf4c5c-ae9c-4e9d-abfe-6aae81aa9749","localeString":"en-GB","publishDate":"2023-03-01T09:18:57.252+01:00","contentType":"onecms:productPage","hasMacro":false,"flexPageMetadata":{"afmBanner":false,"robotInstruction":{"noIndex":false,"noFollow":false},"description":"Find all the questions concerning how to create custom Reports and export data with the Advanced Search functionality in ING Multi Mandate"},"mainHeaderZone":{"componentType":"productHeader","coreHeader":{"body":"Find all the questions concerning how to create custom Reports and export data with the Advanced Search functionality in ING Multi Mandate","headerImage":{"transformBaseUrl":"https://assets.ing.com/transform/a57255d5-7962-4361-b8f2-c8ff98c5ad87/Young-boy-builds-toy-machine-in-stem-class","type":"image","width":5040,"original":"https://assets.ing.com/m/1b62b96634d7592b/original/Young-boy-builds-toy-machine-in-stem-class.jpg","extension":"jpg"},"title":"FAQs on reports and advanced search"},"backLink":{"textLink":{"url":"/en/business/payments","text":"Payments"}}},"flexZone":{"flexComponents":[{"componentType":"sectionTitle","title":"What are the different types of report I can create?"},{"componentType":"paragraph","richBody":{"value":"<ul><li><strong>Movement book report:</strong></li></ul><p>this report provides you with all the transactions recorded on 1 or several accounts, over a defined period. You can join a copy of any attachment you added to your transactions and you can also add notes and categories. </p><p>In PDF format.</p><ul><li><strong>Movement book - short version:</strong></li></ul><p>Just like the regular movement book, this report shows all transactions recorded on one or more accounts in a specific period. However, there are less details so that there are more transactions per page. The “Movement book - short version” report is always in PDF format.</p><ul><li><strong>Annual report - accounts under administration: </strong></li></ul><p>This report gives you with an overview of the information to provide to the Court for an &quot;Under administration&quot; dossier. It&apos;s pre-filled with information extracted from ING Multi Mandate. You can also add graphs or edit the document in Word to add information and/or customize the lay-out. </p><p>In Word format. </p><ul><li><strong>Annual report - debt mediation: </strong></li></ul><p>This report gives you with an overview of the information to provide to the Court for a &quot;Debt mediation&quot; dossier. It&apos;s pre-filled with information extracted from ING Multi Mandate (consolidated for all accounts of the dossier). You can also add graphs or edit the document in Word to add information and/or customize the lay-out. </p><p>In Word format.</p><ul><li><strong>Budget overview by category:  </strong></li></ul><p>This report provides you with the total and average expenses &amp; incomes per category and sub-category, as well as a detailed list of transactions per category, for 1 or several accounts, over a defined period.</p><p>You can also add graphs and display corresponding attachments. </p><p>In Word or PDF format.</p><ul><li><strong>Budget evolution by category: </strong></li></ul><p>This report provides you with the evolution of the total and average expenses &amp; incomes per category and sub-category, for 1 or several accounts, over a defined period. Totals and averages can be displayed per month, quarter, semester or year, depending on the data range selected. You can also add graphs.</p><p>In Word or PDF format.</p>"},"alignedImage":{"position":"top","transformBaseUrl":"https://assets.ing.com/transform/b44fb3f7-12e2-4abf-9b72-cf2dc102a716/imm-NeedHelp-Rep-EN-001","original":"https://assets.ing.com/m/43fdebaf6075672/original/imm-NeedHelp-Rep-EN-001.png","extension":"png"}},{"componentType":"accordion","accordionList":[{"title":"How can I create a new report?","richBody":{"value":"<p>To create a report :</p><ul><li>select Reports in the Menu</li><li>click on the New report big blue button on the right</li><li>select a template</li><li>select a language </li><li>select the dossier /accounts </li><li>select the period</li><li>click on the Generate button. </li><li>after processing time, your report will be ready for download</li></ul>"},"alignedImage":{"position":"left","transformBaseUrl":"https://assets.ing.com/transform/afe7d7cf-5b84-4c59-9798-0dfcdcfbf668/IMM-FAQ-Rep-EN","altTextEN":"IMM FAQ Rep","original":"https://assets.ing.com/m/aff8b89fc6d4d4ed/original/IMM-FAQ-Rep-EN.jpg","extension":"jpg"}},{"title":"How can I customize a report?","richBody":{"value":"<p>To customize a report, you can :</p><ul><li>show account balance</li><li>insert notes</li><li>include categories</li><li>include documents in attachment</li><li>generate one individual file per account (if several accounts selected)</li><li>include graph(s)</li></ul>"},"alignedImage":{"position":"left","transformBaseUrl":"https://assets.ing.com/transform/739bc9a4-eb63-4098-a766-3e2f041b0a68/IMM-FAQ-Rep-FR","altTextFR":"IMM FAQ Rep FR","original":"https://assets.ing.com/m/348af6eb61b9e436/original/IMM-FAQ-Rep-FR.jpg","extension":"jpg"}},{"title":"Why is there information missing in my \"Annual Report\" ?","richBody":{"value":"<p>There is <strong>no official template</strong> for this kind of <strong>reports to the Court</strong>, so <strong>we created a generic report based on information usually reported on</strong>.</p><p>The <strong>report is pre-filled</strong> with information from ING Multi Mandate but still requires your <strong>manual input</strong> for the missing parts:<strong> the more information you enter in the dossier details, the more details will be pre-filled in the report</strong>. </p>"}},{"title":"I need to re-download a report, how do I proceed?","richBody":{"value":"<p>You have 2 ways: </p><ol><li>Select &quot;<strong>Reports</strong>&quot; in the menu and follow the flow</li><li>Select &quot;<strong>Dossiers</strong>&quot; in the menu: then select the dossier you need a report on. Under the &quot;Reports&quot; tab, you can select all the reports related to that dossier. </li></ol><p>A <strong>report</strong> can be <strong>downloaded multiple times</strong>.</p>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/9dff6160-9484-46fd-9408-e206cbbdc09f/IMM-FAQ-Rep-FR5","altTextEN":"\"\"","altTextNL":"\"\"","altTextFR":"\"\"","original":"https://assets.ing.com/m/4d0f268fc9e46196/original/IMM-FAQ-Rep-FR5.jpg","extension":"jpg"}},{"title":"Can I edit a report that was already downloaded?","richBody":{"value":"<p>Unfortunately, it’s <strong>not possible</strong>. </p>"}},{"title":"In reports, I can't select all the accounts of a dossier?","richBody":{"value":"<p>You can only <strong>select the accounts you have permission for</strong>. </p><p>The accounts may be hidden according to the <strong>&quot;Account visibility&quot;</strong> setup.</p>"}},{"title":"How to find a transaction across several accounts ?","richBody":{"value":"<p>Use the <strong>&quot;Advanced search&quot;</strong> to <strong>find the transaction</strong> you are looking for when you are <strong>in the selected dossier</strong>.</p>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/9dff6160-9484-46fd-9408-e206cbbdc09f/IMM-FAQ-Rep-FR5","altTextEN":"\"\"","altTextNL":"\"\"","altTextFR":"\"\"","original":"https://assets.ing.com/m/4d0f268fc9e46196/original/IMM-FAQ-Rep-FR5.jpg","extension":"jpg"}},{"title":"How can I filter on reports I generated myself?","richBody":{"value":"<p>You <strong>can’t filter on the user </strong>who generated the report. However, <strong>you can filter on the type of report, the report name or the date </strong>the report is issued. </p>"}},{"title":"Why can't I download my report?","richBody":{"value":"<p><strong>Some reports might take a few minutes to generate</strong> (depending on the complexity and/or added features like attachments or notes). </p><p>You can only download the report <strong>when &quot;Processing&quot; is over.</strong></p>"}}]}]},"complementaryZone":{"flexComponents":[{"componentType":"sectionTitle","title":"Also interesting!"},{"componentType":"cards","cards":[{"componentType":"productCard","cardType":"product","cardSize":"small","title":"Need help on ING Multi Mandate?","intro":"Find here all the FAQs","image":{"transformBaseUrl":"https://assets.ing.com/transform/74117a87-42e9-4617-8cb5-a1a0426e350f/Hiker-jumps-from-rock-to-rock-in-winter-wear","type":"image","width":5060,"altTextEN":"\"\"","altTextNL":"\"\"","altTextFR":"\"\"","altTextDE":"\"\"","original":"https://assets.ing.com/m/5cd7ef1e1db69f8b/original/Hiker-jumps-from-rock-to-rock-in-winter-wear.jpg","extension":"jpg"},"link":{"url":"/en/business/payments/need-help-ing-multi-mandate"}},{"componentType":"productCard","cardType":"product","cardSize":"small","title":"FAQs Activation & Login","image":{"transformBaseUrl":"https://assets.ing.com/transform/9dcdb44c-23e1-49d5-a495-c31f1549b890/tax-and-legal-news-1920","type":"image","width":1920,"original":"https://assets.ing.com/m/c3fae25f095807/original/tax-and-legal-news-1920.jpg","extension":"jpg"},"link":{"url":"/en/business/payments/ing-multi-mandate-faq-login"}},{"componentType":"productCard","cardType":"product","cardSize":"small","title":"FAQs Configuration","intro":"30-03-2020","image":{"transformBaseUrl":"https://assets.ing.com/transform/be7e5cdd-a009-447f-8152-8589d3b92296/imm-configuration-767","type":"image","width":767,"original":"https://assets.ing.com/m/545ce4456f3cba6a/original/imm-configuration-767.jpg","extension":"jpg"},"link":{"url":"/en/business/payments/ing-multi-mandate-configuration"}}]}]}}}