My Reports
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 My Reports screen. On accessing ‘My Reports’ menu, last 10 reports which generated for a party are listed with the respective report status. User can choose to search the specific report using the search criteria or can opt to view/ download detailed report
Reports are categorized as:
How to reach here:
Corporate Administrator Dashboard > Toggle menu > Reports > My Reports
My Reports - Adhoc
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 view and download the generated adhoc reports:
Field Name |
Description |
---|---|
Search |
|
Report ID |
Report ID to search specific report. All the report IDs will be listed. |
Report Name |
Report Name to search specific report. All the reports with the names will be listed. |
Generation Date |
To search generated reports between specific date ranges.
|
Report List |
|
Report Name |
Report Name to search specific report. All the reports with the names will be listed. |
Report Sub ID |
Links of view the specific report. |
Generation Date and Time |
Report generation time and date. |
Status |
Status of generated reported. The status can be:
|
- Click search icon to search the reports with given search criteria. The search results matching to the search criteria are shown on the same screen.
- Click on Report Sub ID hyperlink to view the detailed report. (Refer specimen provided for each report)
My Reports - Scheduled
The reports that gets generated on a specific frequency such as daily, weekly, monthly, quarterly, and annually are categorized under scheduled reports.
To view and download the generated scheduled reports:
- Click the Scheduled tab. The list of scheduled reports appears.
OR
Click search icon to search the reports with given search criteria. The search results matching to the search criteria are shown on the same screen.
Field Name |
Description |
---|---|
Search |
|
Report ID |
Report ID to search specific report. All the report IDs will be listed. |
Report Name |
Report Name to search specific report. All the reports with the names will be listed. |
Generation Date |
To search generated reports between specific date ranges.
|
Report List |
|
Report Name |
Report Name to search specific report. All the reports with the names will be listed. |
Report ID |
Links of view the specific report. |
Generation Date and Time |
Report generation time and date. |
Status |
Status of generated reported. The status can be:
|
- Click on Report ID hyperlink to view the detailed report. (Refer specimen provided for each report)
FAQs
Can I choose a format in which a report is to be downloaded from My Reports screen?
I can view and download a report which is generated by other administrator users?