Party wise User Groups Report

PartyA party is any individual or business entity having a banking relationship with the bank. wise User Group Report provides a summary of User Groups created under a specific party ID.

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 > Reports > Report Generation

Party wise User Groups - Adhoc Report

Party wise User Groups Adhoc reports are generated on demand or on request. Generated reports can be viewed using ‘My Reports’ screen.

To generate the Party wise User Groups adhoc report:

• Click the Adhoc tab.
• From the Report Name list, select the appropriate report to be generated.
  The receptive report generation screen appears.

• From the Report Format list, select the format in which the report is to be generated.
• Click Generate Report to view and generate the report.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Clear to reset the search parameters.
• The success message along with the reference number, status and Report Request Id appears. Click Ok to close the screen and navigate to the dashboard.
  
  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.
• 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:

Party wise User Groups - 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 Party wise User Groups schedule report:

• Click the Schedule tab.
• From the Report Name list, select the appropriate report to be generated.
  The receptive report generation screen appears.

• 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 Schedule Report to view and generate the report.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Clearto reset the search parameters.
  OR
  Click the View Scheduled Reports link to view all the scheduled reports. The Scheduled Reports screen appears.
• The success message along with the reference number, status and Report Request Id appears. Click Ok to close the screen and navigate to the dashboard.
  
  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.
• 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 .

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