REPORT Generation
This option enables the Corporate AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to download the generated reports.
Corporate Administrator logs into the system and navigates to Report Generation screen. On accessing ‘Report Generation menu, Corporate Administrator has to select an option if an adhoc report is to be generated or report needs to be scheduled.
Reports generation is categorized as:
- Adhoc Reports: When a report needs to be generated immediately on a need basis.
- 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.
Corporate Administrator can also view all the reports that are scheduled and can view and edit the parameters of the scheduled reports, as per requirement. The changes made will be effective from next report generation cycle. Corporate Administrator approver can approve or reject the maintenance initiated for updating existing report schedule.
The list of reports are:
- File Identifier wise Party User Mapping Report
- Party User wise File Identifiers Mapping 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
How to reach here:
Toggle menu > Reports > Report Generation
Field Name |
Description |
---|---|
Report Name |
Select the type of report to be generated. |
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.
Field Name |
Description |
---|---|
Report Name |
Select the report that is to be generated. |
Report Format |
Select the format in which the report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are:
The options with Internal Reporting Application are:
|
Note: Other reports parameters with respect to each report are displayed on the screen as input fields except party ID and party name (party ID and party name gets defaulted for the corporate) so that report can be requested with specific data. The input fields for each reports are mentioned under specific reports section
Schedule Reports
The reports that are generated in specific time frame such as daily, weekly, monthly, quarterly, and annually are categorized under scheduled reports.
Field Name |
Description |
---|---|
Report Name |
Select the type of report to be generated. |
Report Format |
Select the format in which the report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are:
The options with Internal Reporting Application are:
|
Select Frequency |
Select the frequency at which the report is to be generated. The options are:
|
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. |
View Scheduled Report |
Link to view all the reports that are scheduled under a party mapped to the logged in user. |
Note: 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.
View Scheduled Reports
Using this option, Corporate Administrator can view all the reports and its details that are scheduled under a party mapped to the user.
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.
Field Name |
Description |
---|---|
Search |
|
Report Name |
Name of the scheduled reports. |
Search Results |
|
Report Name |
Name of the scheduled reports. |
Report ID |
IDs of the reports that are scheduled. |
Schedule Frequency |
The frequency at which the report is scheduled. |
Start Date |
Date from which the report will be generated as per the frequency defined. |
End Date |
Date till which the report will be generated as per the frequency defined. |
- Click on desired Report ID to view the details of the scheduled report. The View Reports Schedule screen appears.
OR
Click on the icon against the Report ID, to select the Report from the list, which you want to view. The searched report appears in the search result section.
Click the Report ID to view the details of the scheduled report.
Field Name |
Description |
---|---|
Report Name |
Name of the scheduled report. |
Report ID |
ID of the scheduled report. |
Report Format |
The report format of the scheduled report. |
Report Frequency |
The frequency at which the reports are scheduled to run. |
Start Date |
Date from which the report will be generated as per the frequency defined. |
Stop Date |
Date till which the report will be generated as per the frequency defined. |
Scheduled By |
User ID of the user who scheduled the report generation. |
Edit Scheduled Reports
Using this option, Corporate Administrator can edit the parameters defined for scheduled reports. These changes are applied to generate the reports of next scheduled cycle.
To edit 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 edit the details of the scheduled report. The View Report Schedule screen appears.
- Click
OR
Click to delete the report schedule.
OR
Click to cancel the transaction.
OR
Click to navigate to the previous screen.
to modify the report schedule. The Edit Report Schedule screen appears.
Field Name |
Description |
---|---|
Report Name |
Name of the scheduled reports. Name of the report will be displayed in non-editable form. |
Report ID |
ID of the reports that are scheduled. This is a non-editable field. |
Report Format |
The report format of the scheduled report. |
Report Frequency |
The frequency of the scheduled report. The options are:
|
Start Generating |
The start date of the scheduled report. This field can be edited only if the date and time is in future. |
Stop Generating |
The date till which the report is to be generated. |
Scheduled By |
The IDs of the user who scheduled the report generation. |
- 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
OR
Click to navigate to the previous screen.
OR
Click to cancel the transaction.
to save the changes. The Confirm Edit Report Schedule screen appears. - Click
The user will be navigated back to the create screen.
OR
Click to cancel the transaction.
. - The success message of goal category creation appears.
Click to close the screen and navigate to the dashboard.
Delete Scheduled Reports
The Corporate Administrator can delete the scheduled reports which are no longer required.
- In the Reports screen, 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 delete the scheduled report. The View Report Schedule screen appears.
- 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 close the screen and navigate to the dashboard.