Wallets Creation for a Date Range Report
This is bank’s internal report. Wallet creation report provides the summary of wallets created during specific date range. User has to specify the date range and select a format in which the report needs to be generated.
How to reach here:
Administration Dashboard > Toggle menu > Report > Report Generation
Wallets Creation for a Date Range - Adhoc Report
Wallets Creation for a Date Range 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 Wallets Creation for a Date Range adhoc report:
- Click the Adhoc tab.
- From the Report Name list, select the appropriate report to be generated.
The receptive report generation screen appears.
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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:
|
Duration |
The period for which the report is to be generated. Start date of the date range from which you want to generate the report. End date of the date range up-to which you want to generate the report. |
- From the Report Format list, select the appropriate report output format.
- Click
OR
Click to reset the search parameters.
OR
Click to cancel the transaction.
to view and generate the report. - The success message of request along with the status and Report Request Id and Reference Number appears. Click
OR
Click on the Report Request Id link to download the report. User is directed to My Reports screen. The list of reports appears.
to complete the transaction. - 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:
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Field Name |
Description |
---|---|
Report Parameters |
|
From Date |
Start date of the date range of generated report. |
To Date |
End date of the date range of generated report. |
Account Opening Date |
The wallet account opening date. |
Wallet ID |
The wallet user ID. |
Party ID |
The party Id under which wallet is opened. |
Full Name |
First name and last name of the wallet user. |
Email Id |
Email id of the wallet user. |
Mobile Number |
Mobile number of the wallet user. |