3 Opening a Report
Use the Report Summary page to filter the list
of reports that you want to open, view, analyze, and take action.
The types of search supported are: Views, Basic
Search, and Advanced Search. The Reports List pane displays the list of
reports you have specified in the search parameters. Use the Summary page
to perform the following search activities and view the results:
· Basic
Search: This search is based on a limited set of search fields, such
as Report ID and Report Name. This is the default search option.
· Advanced
Search: This search is based on the ability to specify an additional
set of fields to narrow down your search results. Click Filter 
to
open the Advanced Search.
· View:
This search helps you to quickly filter the reports based on pre-defined
search queries. Select the search criteria from the View
option and filter the list of reports.
· Saving
Views: Use this option to save your search criteria as a View.
The saved views are available in the View drop-down
list.
· Regulatory
Reports List: This is the list of reports that matches the search
criteria provided.
Basic
Search
The Basic search is based on a limited set of
search criteria and helps retrieve the required reports for your analysis.
This search type is very useful if you know the report details such as
report name and report number. Only those reports that match the criteria
you specify are displayed.
To search for reports using basic search criteria,
follow these steps:
1. Go
to the Report Summary
page. By default, the Basic Search option
is displayed.
2. Enter
the details in the Basic Search.
The following table
provides the Basic Search fields and description.
Table: Basic
Search fields and description
Fields |
Description |
Report ID |
Enter one or more report identification
number you want to view. For multiple report numbers, separate
the report numbers with a comma. Ensure that you do not enter
a space after the comma. Report numbers are not case-sensitive.
This overrides other filter criteria. For example, 660, 671.
NOTE: You can enter up to 50 characters
in this field. |
Report Name |
Enter the report name you want to view.
This field supports a wildcard search.
You can use ‘%’ and
_ as wildcard indicators.
NOTE: You can enter up to 50 characters
in this field. |
3. Click
Search 
.
A Report or reports matching your search criteria are displayed.
Advanced
Search
The Advanced Search offers an additional set
of fields to the search fields provided with the Basic Search. This option
helps you narrow down your search results. You can use combinations of
these search criteria to quickly find the required reports.
To search for reports using advanced search criteria,
follow these steps:
1. In
the Report Summary page, click the Advanced
Search 
.
The Advanced Search window
is displayed.
Use the expand 
or collapse 
buttons to maximize or minimize the window.
2. Enter
the details in the Advanced Search fields.
The following table provides the Advanced
Search fields and description.
Table: Advanced
Search Fields
Fields |
Description |
Report ID |
Enter one or more report IDs you want to
view. For multiple report numbers, separate the report numbers
with a comma. Ensure you don't enter a space after the comma.
Report Numbers are not case-sensitive. This overrides all other
filter criteria. For example, 660,671.
NOTE: You can enter a maximum of 50 characters
in this field. |
Report Name |
Enter the report name you want to view.
This field supports a wildcard search.
You can use ‘%’ and ‘_’ as wildcard indicators.
NOTE: You can enter a maximum of 50 characters
in this field. |
Report Status |
Select one or more statuses from the drop-down
list. For example, Acknowledged, Approved, Reopened, and so on. |
Types of Report |
Select one or more types of reports from
the drop-down list. |
Reported Subject Name(s) |
Enter the customer or customers' names reported
as subjects in the report.
This field supports a wildcard search.
You can use the ‘%’ and
‘_’ as wildcard indicators. |
Last Modified By |
Select the user who last modified the report.
Use this criterion to view all the reports modified by the user.
For example, Analyst1, Supervisor2, and so on. |
Last Modified Date From |
Select the date from the calendar. Use this
criterion to filter reports modified on or after this date. For
example, reports modified on or after July 27, 2019.
NOTE: You can either perform a range search
using ‘Last Modified Date From and ‘Last Modified Date To or use
them independently. |
Last Modified Date To |
Select the date from the calendar. Use this
criterion to filter reports modified on or before this date. For
example, reports modified on or before July 27, 2019. |
Approved By |
Select the name of the approver to view
reports approved by the selected user. For example, Supervisor1,
Supervisor2, and so on. |
Approved Date From |
Select the date from the calendar. Use this
criterion to filter reports approved on or after this date. For
example, reports approved on or after July 27, 2019.
You can either perform a range search
using Approved Date From’ and Approved Date To or use them independently. |
Approved Date To |
Select the date from the calendar. Use this
criterion to filter reports approved on or before this date. For
example, reports approved on or before July 27, 2019. |
Submitted By |
Select the name of the user to search for
reports submitted by the selected user. For example, Analyst1,
Analyst2, and so on. |
Submitted Date From
|
Select the date from the calendar. Use this
criterion to filter reports submitted on or before this date.
For example, reports approved on or after July 27, 2019.
You can either perform a range search
using Submitted Date
From’ and Submitted Date To or use them independently. |
Submitted Date To
|
Select the date from calendar. Use this
criterion to filter reports submitted on or before this date.
For example, reports submitted on or before July 27, 2019. |
Case ID |
Enter the Case ID to view reports associated
with the specific Case ID. For multiple case IDs, separate them
with a comma. Ensure you don't enter a space after the comma.
This overrides all other filter criteria. For example, CA660,ca671
NOTE: This search is not case-sensitive.
You can enter a maximum of 255 characters in this field.
Case ID is the identifier that has
triggered the creation of a report in the OFS CRR USSAR Cloud
Service. |
Created By |
Select the user or users who have created
the report. |
Created Date => |
Select the created date to view reports
having a created date greater than or equal to the specified date.
Using this criterion, you can view the reports created during
the date range. For example, reports created on or after December
26, 2019.
NOTE: You can either perform a range search
using ‘Created Date >=’ and
‘Created Date <=’ or
use them independently. |
Created Date< = |
Select the created date from the calendar
to view reports having a created date lesser than or equal to
the specified date. Using this criterion, you can view the reports
created during the date range. For example, reports created on
or before December 26, 2019. |
Jurisdiction |
Select the jurisdiction to view reports
mapped to the jurisdiction.
NOTE: Jurisdictions are defined by your
institution.
Every report is associated with
a jurisdiction. When a report is created from a case, the report
inherits the jurisdiction that was associated with that case.
Each user has access to a set of
jurisdictions. Every report is associated with a single jurisdiction.
A user has access to any report where the user's jurisdictions
intersect with the report’s jurisdiction. |
Due Date => |
Select the due date to view reports having
a due date greater than or equal to the specified date. Using
this criterion, you can view the reports that have a due date
during the date range. For example, reports having a due date
on or after December 26, 2019. |
Due Date <= |
Select the due date from the calendar to
view reports having a due date lesser than or equal to the specified
date. Using this criterion, you can view the reports that have
a due date during the date range. For example, reports having
a due date on or before December 26, 2019. |
Account Number(s) |
Enter the account or accounts involved in
the STR.
You can enter multiple account numbers
by using a comma to separate the entries. |
3. Click
Apply Filter. The reports matching
your search criteria are displayed in the Report
Summary page.
To
perform a different search, click the Reset button
and enter your search criteria again.
View
Views search helps you quickly filter the reports
based on pre-defined search queries. You can save your search criteria
as Views. For more information
on pre-defining the search as views, see Saving
Views.
To search reports using the Views option, follow
these steps:
1. In
the Report Summary page,
go to the View search option.
2. Select
the pre-defined views from the View drop-down
list. The Report Summary page
refreshes to show the results matching the View
search criteria.
NOTE:
The saved view is available only to the user
who has created it, not to other users.
Saving
Views
The Save as
View option allows you to save your search criteria as a View. The saved views are available
in the View drop-down list.
For more information, see View.
For example, if you regularly search for reports
approved by Supervisor1 and reports approved on or before December 2019,
you can pre-define a search as SupDecember under View. When you log in
to the application next time, you need not enter all the search criteria
again, select the pre-defined view as SupDecember and filter the reports.
To save your search criteria as a View, follow
these steps:
1. In
the Report Summary page, click
Advanced Search 
.
The Advanced Search window
is displayed.
2. Enter
the search criteria parameters in the search fields. For more information
on the search criteria, see Table
Advanced Search fields.
3. Click
Save as View. The Save
as View window is
displayed.
4. Enter
the view name and view details. The field marked with asterisk * is mandatory.
NOTE:
The View
Description field allows a maximum of 255 characters.
5. Click
Save. A confirmation message is
displayed.
6. Click
OK. The view is saved and is displayed
in the View drop-down list.
NOTE:
The saved view is available only to the user
who has created it, not to other users.
Regulatory
Reports List
Use the Regulatory Reports section to view the
list of reports based on your search criteria. Additional information
on the reports is provided for analyses or take actions. By default, all
reports are displayed if you do not use any search criteria to filter
the list.
Regulatory Reports
List Features
The Reports
List pane displays the list of all or specific reports you
are looking for. You can select a report by clicking the corresponding
Report link to view the details,
analyze, and take action based on your role privileges.
The Reports List pane has the following User
Interface (UI) controls:
· Sort Ascending/Descending: You can
sort the Report List in ascending
or descending order using Ascending or Descending 
,
respectively.
· Column Labels: The column labels
provide you names of the columns. For example, Report Name, Report Type,
and so on. This helps you to sort the information on the required report.
· Tool Tip: A Tool Tip that provides
additional information is displayed when you position the cursor over
a column label.
· Column Size: You can change the
width of the column by dragging the column to right or left direction
using the mouse or you can select the Resize Column option. To resize
the column, right-click on the column. The Resize Column option is displayed.
Click
to increase or 
decrease
to resize the column or enter a number between 10 to 10,000 and click
OK. The size of the column is
updated based on your selection.
· Page Display: Use this option to
modify the number of reports you want to view on a page (records per page) and also navigate back and forth
between pages to view all reports in the Report List.
· To
view a specific page, enter the page number, use arrow marks to go to
the next or previous page, or click on the existing numbers such as 1,
2, 3, and so on to go directly to that page
The following table
describes the column details.
Table: Column
Name and Details
Column Name |
Description |
Report ID |
The unique report identification number.
This is a link to navigate to the Report Details page for further
analysis. |
Report Name |
The name of the report. |
Type of Report |
The type of the report. |
Case ID |
The case ID associated with the report.
|
Subject Name |
Name of the involved subject (person or
entity). |
Number of Subject |
The count of the reported subject. It is
the total number of subjects reported in the STR. |
Count of Report Accounts |
The count of the reported accounts. It is
the total number of accounts involved in the STR. It will have
both source and destination accounts. |
Created Date |
The date when the report was created. |
Created By |
The user who created the report. |
Status |
The status of the report. For example, Approved,
Open, and so on. Based on the status you can open the Details
page and take appropriate action on the report. |
Jurisdiction |
The jurisdiction to which the report is
mapped. For example, AMEA, JAPAC, and so on.
Jurisdiction over a territory relates
to the geographic area over which the court has the authority
to decide cases. |
Draft Report |
Click PDF
 to view the report details in PDF format. |