My Reports

Bank AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. logs into the system and navigates to My Reports screen. On accessing ‘My Reports’ menu, last 10 reports which generated by administrator are listed with the respective report status. User can choose to search the specific report using the search criteria or can opt to view/ download detailed report.

Reports are categorized as:

Adhoc Reports
Scheduled Reports

You are here How to reach here:

Administration Dashboard > Toggle menu > Reports > My Reports

My Reports - Adhoc

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 view and download the generated adhoc reports:

Field Description

Field Name	Description
Search
Report ID	Report ID to search specific report. All the report IDs will be listed.
Report Name	Report Name to search specific report. All the reports with the names will be listed.
Generation Date	To search generated reports between specific date ranges. From date – to specify the date from which the generated reports to be searched. To date – to specify the date till which the generated reports to be searched.
Report List
Report Name	Report Name to search specific report. All the reports with the names will be listed.
Report Sub ID	Links of view the specific report.
Generation Date and Time	Report generation time and date.
Status	Status of generated reported. The status can be: Processed Pending Error

Click search icon to search the reports with given search criteria. The search results matching to the search criteria are shown on the same screen.
Click on Report ID hyperlink to view the detailed report. (Refer specimen provided for each report)

My Reports - Scheduled

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

To view and download the generated scheduled reports:

Click the Scheduled tab. The list of scheduled reports appear.
OR
Click search icon to search the reports with given search criteria. The search results matching to the search criteria are shown on the same screen.

Field Description

Field Name	Description
Search
Report ID	Report ID to search specific report. All the report IDs will be listed.
Report Name	Report Name to search specific report. All the reports with the names will be listed.
Generation Date	To search generated reports between specific date ranges. From date – to specify the date from which the generated reports to be searched. To date – to specify the date till which the generated reports to be searched.
Report List
Report Name	Report Name to search specific report. All the reports with the names will be listed.
Report ID	Links of view the specific report.
Generation Date and Time	Report generation time and date.
Status	Status of generated reported. The status can be: Processed Pending Error

Click on Report ID hyperlink to view the detailed report. (Refer specimen provided for each report)

FAQs

Can I choose a format in which a report is to be downloaded from My Reports screen?

I can view and download a report which is generated by other administrator users?

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