61.20.1 Approval Rule Report - Adhoc Report

Approval Rule Adhoc reports are generated on demand or on request. Generated reports can be viewed using ‘My Reports’ screen.

To generate the Approval Rule adhoc report:

1. Navigate to the above path.
   The Reports screen appears.
2. Click the Adhoc tab.
3. From the Report Name list, select the appropriate report to be generated.
   The receptive report generation screen appears.

   Figure 61-60 Approval Rule Report - Adhoc Reports

   
   

   
   Description of "Figure 61-60 Approval Rule Report - Adhoc Reports"

   
   

   Table 61-59 Field Description

   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 Analytics Publisher are: PDF XLS The options with Internal Reporting Application are: PDF CSV
   Group Corporate ID	The Group Corporate ID of the user for whom report has been generated
   Group Corporate Name	The Group Corporate Name of the user for whom report has been generated.

4. From the Report Format list, select the format in which the report is to be generated.
5. In the Group Corporate ID field, enter the Group Corporate ID.
6. In the Group Corporate Name field, enter the Group Corporate name.
7. Click Generate Report to view and generate the report.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Clear to reset the search parameters.

8. 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.

9. 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 Administrator Dashboard, click Toggle Menu, then click Reports, and then click My Reports

   Figure 61-61 For reference, a specimen of the report generated is given below:

   
   

   
   Description of "Figure 61-61 For reference, a specimen of the report generated is given below:"

   
   

   Table 61-60 Field Description

   Field Name	Description
   Report Parameters
   Group Corporate ID	The Group Corporate ID of the user for whom report has been generated
   Group Corporate Name	The Group Corporate Name of the user for whom report has been generated
   Rule Type	Transaction rule type for which the approval rule is set up.
   Rule Code	Approval rule code.
   Rule Description	Approval rule description.
   Rule/Workflow Applicable For	User name /group name of the user maintained in a workflow at level.
   Initiator Type	Initiator type specified while creating a rule.
   Party ID	Party ID of workflow.
   Transactions	Transaction for which the rule is set up.
   Accounts	Accounts for which the rule is set up.
   Currency	Currency set for the rule.
   From Amount	The minimum amount for the transactions allowed for the user.
   To Amount	The maximum amount for the transactions allowed for the user.
   Approval Required	Field displays whether approval is required or not for the set condition.
   Workflow Preference	The preference of the approval workflow.
   Workflow Code	Code of the approval workflow.
   Workflow Description	The approval workflow description.
   Levels in Workflow	Approval levels for a user / user group.