REPORT Generation

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. 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.

How to reach here:

Corporate Administrator Dashboard > Toggle menu > Reports > Report Generation

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.

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.

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 Scheduled tab. The scheduled report generation screen appears.
• Click the View Scheduled Reports link.
  The Scheduled Reports screen appears.

• 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.

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 Edit to modify the report schedule. The Edit Report Schedule screen appears.
  OR
  Click Delete to delete the report schedule.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to the previous screen.

• 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 Save to save the changes. The Confirm Edit Report Schedule screen appears.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction.
• Click Confirm.
  The user will be navigated back to the create screen.
  OR
  Click Cancel to cancel the transaction.
• The success message of goal category creation appears.
  Click Ok 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.

1. In the Reports screen, click the Schedule tab. The scheduled report generation screen appears.
2. Click the View Scheduled Reports link.
   The Scheduled Reports screen appears.
3. Click on desired Report ID to delete the scheduled report. The View Report Schedule screen appears.
4. 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.

List of Reports

Below are the list of reports that the corporate admin can schedule for generation or can download on an adhoc basis.

• 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

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