File Identifier wise Party User Mapping report
File Identifiers wise PartyA party is any individual or business entity having a banking relationship with the bank. User Mapping report provides the summary of user IDs mapped to each file identifiers under party ID associated to the corporate.
User has to select a format in which the report needs to be generated. The generation of both Adhoc and Scheduled reports are supported
How to reach here:
Corporate Administration Dashboard > Toggle menu > Report > Report Generation
File Identifier wise Party User Mapping - Adhoc Report
File Identifier wise Party User Mapping Adhoc reports are generated on demand or on request. Generated reports can be viewed using ‘My Reports’ screen.
To generate the File Identifier wise Party User Mapping 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 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:
|
Party ID |
Party ID of the corporate. |
Party Name |
Party name of the corporate. |
- From the Report Format list, select the format in which the report is to be generated.
- Click
OR
Click to cancel the transaction.
OR
Click to reset the search parameters.
to view and generate the report. - The success message along with the reference number, status and Report Request Id appears. Click
OR
Click on the View Reports link to download the report. The user is directed to the My Reports screen. The list of reports appears.
OR
Click Generate another report to generate another report.
to close the screen and navigate to the dashboard. - In the My Reports screen, click on desired Report Sub ID to view and download the generated report. A report will be generated in the format specified at the time of scheduling or generating an adhoc report.
Note: You can also download the requested report from Administration Dashboard > Toggle Menu > Reports > My Reports .
For reference, a specimen of the report generated is given below:
Field Name |
Description |
---|---|
Report Parameters |
|
Party ID |
The party ID of the corporate. |
Party Name |
Party name of the corporate. |
File Identifier Code |
The file identifier code mapped to the users. |
Transaction Type |
The transaction type associated with the file identifier code. |
Approval Type |
Approval type for the file - either Record or File. |
Sr. No |
Serial number of the records. |
User Name |
Name of the user to whom the file identifiers are mapped. |
User ID |
ID of the user. |
File Identifier wise Party User Mapping - Schedule Report
The reports that are generated in specific time frame such as daily, weekly, monthly, quarterly, and annually are categorized under schedule reports.
To generate the File Identifier wise Party User Mapping 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 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 |
Date from which the report is to be generated as per frequency defined. |
Stop Generating |
Date till which the report is to be generated as per frequency defined. |
Party ID |
Party ID of the corporate. |
Party Name |
Party name of the corporate. |
View Scheduled Report |
Link to view all the reports that are scheduled. |
- 3. From the Report Format list, select the format in which the report is to be generated.
- From the Select Frequency list, select the appropriate option.
- From the Start Generating and Stop Generating list, select the appropriate duration.
- Click
OR
Click to cancel the transaction.
OR
Click to reset the search parameters.
OR
Click the View Scheduled Reports link to view all the scheduled reports. The Scheduled Reports screen appears.
to view and generate the report. - The success message along with the reference number, status and Report Request Id appears. Click
OR
Click on the View Reports link to download the report. The user is directed to the My Reports screen. The list of reports appears.
OR
Click Schedule another Report to generate another report.
to close the screen and navigate to the dashboard. - In the My Reports screen, click on desired Report Sub ID to view and download the generated report. A report will be generated in the format specified at the time of scheduling or generating an adhoc report.
Note: You can also download the requested report from Administration Dashboard > Toggle Menu > Reports > My Reports > Scheduled Reports .