Resources - Child Role Report

This is bank’s internal report. Resources to child role mapping Report provides a summary of resources mapped to specific child role maintained in an application. 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

You are here How to reach here:

Administration Dashboard > Toggle menu > Reports > Report Generation

Resources - Child Role - Adhoc Report

Resources - Child Role 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 Resources - Child Role adhoc report:

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

Field Description

Field Name	Description
Report Name	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
Child Role	Name of the child role. The options are: Retail User : Customer Corporate: Checker, CorporateAdminChecker, CorporateAdminMaker, Maker, Viewer Administrator: AdminChecker, AdminMaker, AuthAdmin

Field Name

Description

Report Name

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:

The options with Internal Reporting Application are:

Child Role

Name of the child role.

The options are:

Retail User : Customer
Corporate: Checker, CorporateAdminChecker, CorporateAdminMaker, Maker, Viewer
Administrator: AdminChecker, AdminMaker, AuthAdmin

From the Report Format list, select the appropriate report output format.
From the Child Role list, select the appropriate role.
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:

Generated report

Field Description

Field Name	Description
Report Parameters
Parent Role	Parent role of which the resource mapping to be viewed.
Child Role	Child Role mapped to the parent role foe which the resource mapping to be viewed.
Resource Name	Name of the resource mapped to role.
Resource Type	The type of resource. The options are: Service Service Response UI Component Page
Action Type	Action type of the resource. The options are: View Perform Approve
Effect	Effect provided for resource child mapping.

Resources - Child Role - 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 Resources - Child Role schedule report:

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

Field Description

Field Name	Description
Report Name	The report type selected to generate the report.
View Scheduled Reports	Link to view all the reports that are scheduled.
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
Select Frequency	The frequency at which the reports are generated. The options are: Once Daily Weekly Monthly
Start Generating	Start date of the date range from which you want to generate the report.
Stop Generating	End date of the date range up-to which you want to generate the report.
Child Role	Name of the child role. The options are: Retail User : Customer, Member Corporate: Checker, CorporateAdminChecker, CorporateAdminMaker, Maker, Viewer Administrator: AdminChecker, AdminMaker, AuthAdmin

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.
From the Child Role list, select the appropriate role.
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