REPORT Generation

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 Report Generation screen. On accessing ‘Report Generation menu, Bank Administrator has to select an option if an adhoc report is to be generated or report needs to be scheduled.

Reports are categorized as:

• Adhoc Reports: When a report needs to be generated immediately
• Schedule Reports: When report generation needs to be scheduled at fixed intervals e.g. daily, weekly, monthly etc.

After selecting the report generation category, user has to select a type of a report which needs to be generated. Other reports parameters with respect to each report are displayed on the screen as input fields so that report can be requested with specific data.

Note: If 2 factor authentication is enabled, the reports get generated only after successful authentication.

The list of adhoc/ scheduled reports are:

• Date wise User Creation Report
• EPI Payment reconciliation Report
• File Identifier wise Party User Mapping Report
• Party User wise File Identifiers Mapping Report
• Party wise Approval Rule Report
• Party wise File Identifiers Mapping Report
• Party wise Payee Maintenance Report
• Party wise User Groups Report
• Party wise Workflows Report
• Party wise Pending Approvals list Report
• Resources - Child Role Mapping Report
• Wallet Transaction Activity Report
• Wallets KYC Report
• Wallets Creation for a Date Range Report

How to reach here:

Administration Dashboard > Toggle menu > Reports > Report Generation

Adhoc Reports

Adhoc reports are generated on demand or on request. Reports can be requested from the 'Reports' screen. Generated adhoc reports can be viewed using 'My Reports' screen.

Other reports parameters with respect to each report are displayed on the screen as input fields so that report can be requested with specific data.

Schedule Reports

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

View Scheduled Reports

Using this option, Bank Administrator can view all the reports and its details that are scheduled by logged in user or any other Bank Administrator user with the future date.

To view the scheduled reports:

• Click the Schedule tab. The scheduled report generation screen appears.
• Click the View Scheduled Reports link.
  The Scheduled Reports screen appears.

• Click on desired Report ID to view the details of the scheduled report. The View Reports Schedule screen appears.

Edit Schedule Reports

Using this option, Bank Administrator can edit the parameters defined for scheduled reports. These changes are implemented to generate the reports of next scheduled cycle.

To edit the schedule reports:

• Click the Schedule tab. The scheduled report generation screen appears.
• Click the View Scheduled Reports link.
  The Scheduled Reports screen appears.
• Click on desired Report ID to edit the details of the scheduled report. The View Report Schedule screen appears.
• Click Edit to modify the report schedule. The Edit Report Schedule screen appears.
  OR
  Click Delete to delete the report schedule.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction.

• Modify the details, if required. You can modify the Report Format, Report Frequency, Start generation date and time (if future date)and Stop Generating date and time.
• Click Save to save the changes. The Confirm Edit Report Schedule screen appears.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction.
• Click Confirm.
  The user will be navigated back to the create screen.
  OR
  Click Cancel to cancel the transaction.
• The success message of goal category creation appears.
  Click OK to complete the transaction.

Delete Schedule Reports

The Bank Administrator can delete the scheduled reports which are no longer required.

1. In the Reports screen, click the Scheduled tab. The scheduled report generation screen appears.
2. Click the View Scheduled Reports link.
   The Schedule Reports screen appears.
3. Click on desired Report ID to delete the scheduled report. The View Report Schedule screen appears.
4. Click Delete.
   The application will prompt the administrator with a deletion message.

• Click Confirm to proceed with the deletion request. It will navigate to confirmation page with a success message and the status.
  
• Click OK to complete the transaction.

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