REPORT Generation

Corporate user logs into the system and navigates to Report Generation screen. On accessing ‘Report Generation' menu, corporate user has to select an option if an adhoc report is to be generated or report needs to be scheduled.

Reports are categorized as:

• Adhoc Reports: When a report needs to be generated immediately
• Scheduled Reports: When report generation needs to be scheduled at fixed intervals e.g. daily, weekly, monthly etc.

Corporate user can view the all the reports that are scheduled and can view and edit the parameters of the scheduled reports, as per requirement to generate reports on new parameters from next report cycle. Corporate user approver can approve or reject the maintenance initiated for editing existing report schedule.

Note: If two factor authentication is enabled, the reports get generated only after successful authentication.

The lists of reports are:

• Daily Balance Position Report
• Party wise Payee Maintenance Report
• Party wise Pending Approvals list Report
• Transaction Summary Report

How to reach here:

Corporate 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.

Scheduled Reports

The reports that are generated automatically in specific time frame such as daily, weekly, monthly, quarterly, and annually are categorized under scheduled reports.

View Scheduled Reports

Using this option, corporate user can view all the reports and its details that are scheduled to the future date.

To view the scheduled reports:

• In the Report Generation screen, 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 Scheduled Reports screen appears.

Edit Scheduled Reports

Using this option, corporate user can edit the parameters defined for scheduled reports. These changes are implemented to generate the reports of next scheduled cycle.

To edit 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 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 Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction.

• Modify the details, if required. You can modify the Report Format, Report Frequency, and Stop Generating date and time.
• Click Save to save the changes. The Confirm Edit Scheduled Report 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 complete the transaction.

Delete Scheduled Reports

The corporate user can delete the scheduled reports which are no longer required.

1. In the Reports screen, click the Scheduled 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 Scheduled Report screen appears.
4. Click Delete.
   The application will prompt the user 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 complete the transaction.

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