Party wise Workflows Report

PartyA party is any individual or business entity having a banking relationship with the bank. wise workflows Report provides a summary of approval workflows created 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 Party wise Workflows Report is to be generated.

Further, user has to select a format in which the report needs to be generated. The bank administrator can generate reports under the following two categories.

• Adhoc Report
• Schedule Report

How to reach here:

Administration Dashboard > Toggle menu > Reports > Report Generation

Party wise Workflows - Adhoc Report

Party wise Workflows 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 Party wise Workflows 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.
• 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:

Party wise Workflows - Schedule Reports

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 Party wise Workflows schedule 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.
• 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

Home