Wallets Transaction Activity Report

This is bank’s internal report Wallet transaction activity report provides the list of transaction activities done in specific wallet. User has to specify email id, mobile number, date range and select transaction type with which the report is to be generated.

How to reach here:

Dashboard > Report > Report Generation

To generate report for the transaction activity of the wallet :

• From the Select Report list, select the appropriate report to be generated.
  The receptive report generation screen appears.

Field Description

Field Name	Description
Report	The type of report to be generated.
Report Format	The format in which report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are: PDF XLS The options with Internal Reporting Application are: PDF CSV
Frequency	The frequency at which the reports are generated. The options are: Adhoc: generate an adhoc report Scheduled: generate a frequency based report
Email Id	To search the wallet user by email Id.
Mobile Number	To search the wallet user by mobile number.
Duration	The period for which the report is to be generated. Start date of the date range from which you want to generate the report. End date of the date range up-to which you want to generate the report.
Transaction Type	To search the transactions providing transaction type. The options are: All Debits Only Credits Only

• From the Report Format list, select the appropriate report output format.
• In the Email Id field, enter the email address of the user.
  OR
  In the Mobile Number field, enter the mobile number of the user.
• From the From Date and To Date list, select the appropriate duration.
• From the Transaction Type list, select the appropriate option.
• Click Generate Report.
  OR
  Click Clear to reset the search parameters.
  OR
  Click Cancel to cancel the transaction.
• The success message of request along with the reference number appears. Click Ok to complete the transaction.
  OR
  Click My Reports to download the report.
  
• Click Generate Report to view and generate the report.
  OR
  Click Clear to reset the search parameters.
  OR
  Click Cancel to cancel the transaction.
• The success message of request along with the reference number appears. Click Ok to complete the transaction.
  OR
  Click My Reports to download the report. User is directed to My Reports screen. The list of reports appears.
• Click on desired Report ID to view and download the generated report. You can download the report in PDF, XLS, and CLV formats.
  

Note: You can also download the requested report from Administration Dashboard > Report > My Reports .

For reference, a specimen of the report generated is given below:

Field Description

Field Name	Description
Report Parameters
Start Date	Start date of the date range from which you want to generate the report.
To Date	End date of the date range up-to which you want to generate the report.
Email Id	Email id of the user.
Mobile Number	Mobile number of the user.
Date	Date of the transaction.
Description	Description of the transaction.
Reference Number	Reference number for each transaction.
Amount	Amount of the transaction.

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