Party wise Pending Approvals list Report

Party wise Pending Approval List Report provides a summary of transaction pending for approval under a specific party ID. Corporate Administrator has to select a format in which the report needs to be generated.

You are here How to reach here:

Corporate Administration Dashboard > Toggle menu > Reports > Report Generation

To generate the party wise pending approval report:

From the 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 Cancelto 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:

Generated report

Field Description

Field Name	Description
Report Parameters- Account Financial and Non-Financial
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.
Date	Date of transaction initiation.
Description	Description about the transaction.
Account Details	Accounts details of transaction.
Amount	Amount for transactions allowed for the user.
Initiated By	Initiator type who initiates the transaction.
Reference No	Reference number of transaction.
Status	Status of the transaction.
Report Parameters- Payments
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.
Date	Date of the transaction initiation.
Description	Description about the transaction.
From Account	Source accounts.
Amount	Transactions allowed for the user.
Payee Account Details	The payee account details.
Initiated By	Initiator type who initiates the transaction.
Reference No	Reference number of transaction.
Status	Status of the transaction.
Report Parameters- Bulk File
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.
Date	Date of the transaction initiation.
Description	Description about the transaction.
Transaction Type	Transaction Type.
File Name	File name of the bulk file.
File Amount	File amount.
Initiated By	Initiator type who initiates the transaction.
Reference No	Reference number of transaction.
Status	Status of the transaction.
Report Parameters- Bulk Record
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.
Date	Date of the transaction initiation.
Description	Description about the transaction.
Debit Account Number	Debit account details.
Amount	Transactions allowed for the user.
Payee Account Details	Payee account details.
Initiated By	Initiator type who initiates the transaction.
Reference No	Reference number of transaction.
Status	Status of the transaction.
Report Parameters- Payee and Biller
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.
Date	Date of the transaction initiation.
Payee-Biller Name	Payee/ biller name.
Payee Type	Payee Type.
Category	Payee Category.
Initiated By	Initiator type who initiates the transaction.
Reference No	Reference number of transaction.
Status	Status of the transaction.

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