File Identifier wise Party User Mapping report

File Identifiers wise PartyA party is any individual or business entity having a banking relationship with the bank. User Mapping report provides the summary of user IDs mapped to each file identifiers under a specific party ID. AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. has to provide a party ID for which the File identifier – user mapping request is to be generated.

Further, user has to select a format in which the report needs to be generated.

Reports are categorized under:

• Adhoc Report
• Schedule Report

How to reach here:

Administration Dashboard > Toggle menu > Report > Report Generation

File Identifier wise Party User Mapping - Adhoc Report

File Identifier wise Party User Mapping Adhoc reports are generated on demand or on request. Reports can be requested from the 'Reports' screen. Adhoc reports can be viewed using 'My Reports' screen.

To generate the File Identifier wise Party User Mapping adhoc report:

• Click the Adhoc tab.
• From the Report Name list, select the appropriate report to be generated.
  The receptive report generation screen appears.

• 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.
• In the Party ID field, enter the party id.
• 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 and Reference Number 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:

File Identifier wise Party User Mapping - Schedule Report

The reports that are generated in specific time frame such as daily, weekly, monthly, quarterly, and annually are categorized under scheduled reports.

To generate the File Identifier wise Party User Mapping scheduled report:

• Click the Schedule tab.
• From the Report Name list, select the appropriate report to be generated.
  The receptive report generation screen appears.

• From the Report Format list, select the appropriate report output format.
• From the Select Frequencylist, select the appropriate option.
• From the Start Generating and Stop Generating list, select the appropriate duration.
• In the Party ID field, enter the party ID.
• From the Duration - From and Duration - To list, select the appropriate duration.
• Click Schedule Report to view and generate the report.
  OR
  Click the View Scheduled Reports link to view all the scheduled reports. The Scheduled Reports screen appears.
  OR
  Click Clearto reset the search parameters.
  OR
  Click Cancel to cancel the transaction.
• The success message of request along with the status and Report Request ID and Reference Number 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. Click the Scheduled Reports tab, the list of scheduled 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 > Scheduled Reports.

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