Wallets Creation for a Date Range Report

This is bank’s internal report. Wallet creation report provides the summary of wallets created during specific date range. User has to specify the date range and select a format in which the report needs to be generated.

How to reach here:

Administration Dashboard > Toggle menu > Report > Report Generation

To generate the Wallets creation 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
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.

• 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
From Date	Start date of the date range of generated report.
To Date	End date of the date range of generated report.
Account Opening Date	The wallet account opening date.
Wallet ID	The wallet user ID.
Party ID	The party Id under which wallet is opened.
Full Name	First name and last name of the wallet user.
Email Id	Email id of the wallet user.
Mobile Number	Mobile number of the wallet user.

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