Party wise Workflows Report

PartyA party is any individual or business entity having a banking relationship with the bank. wise workflows Report provides a summary of approval workflows 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.

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Corporate Administration Dashboard > Toggle menu > Reports > Report Generation

Party wise Workflows - Adhoc Report

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

To generate the Party wise Workflows 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: PDF XLS The options with Internal Reporting Application are: PDF CSV
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 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:

Generated report

Field Name	Description
Report Parameters
Party ID	Party ID of the corporate.
Party Name	Party name of the corporate.
Workflow Code	Code of the approval workflows maintained under specified party.
Workflow Description	Description of the already maintained approval workflow.
Approval levels	Number of approval levels in each workflow.
User Group/Name	User name /group name of the user maintained under a group.

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 Workflows 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: PDF XLS The options with Internal Reporting Application are: PDF CSV
Select Frequency	Select the frequency at which the report is to be generated. The options are: Once Daily Weekly Monthly
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 Reports	Link to view all the reports that are scheduled.

From the Report Format list, select the format in which the report is to be generated.
From the Select Frequencylist, 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 .