Party wise File Identifiers Mapping Report

Party wise file identifier mapping report provides summary of file identifiers mapped to a specific party ID. Corporate Administrator has to select a format in which the report needs to be generated.

How to reach here:

Corporate Administration Dashboard > Toggle menu > Reports > Report Generation

To generate the party wise file identifiers mapping report:

• 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
Party ID	The Id of party for whom the report is to be generated.
Party Name	Party name corresponding to the party ID.

• From the Report Format list, select the appropriate report output format.
• From the Frequency list, select the appropriate option to generate a frequency based 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 status and Report Request Id appears. Click Done to complete the transaction.
  OR
  Click on the Report Request Id link 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
Party ID	The Id of party for whom the report is to be generated.
Party Name	The name of the party for whom the report is to be generated.
File Identifier Code	The file identifier code.
Description	Description of the uploaded file.
File Type	File type of the uploaded file.
Transaction Type	Transaction type of the file.
Accounting Type	The accounting type of the uploaded file.
Approval Type	Approval type of the uploaded file.
File Template	File template of the uploaded file.
Format Type	Format type of the uploaded file.

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