61.13.1 Party wise File Identifiers Mapping - Adhoc Report

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

To generate the Party wise File Identifiers Mapping adhoc report:

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

    Figure 61-39 Party wise File Identifiers Mapping - Adhoc Report



    Table 61-38 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
    Party ID Party ID of whom the report is to be generated.
  4. From the Report Format list, select the format in which the report is to be generated.
  5. In the Party ID field, enter the party id.
  6. Click Generate Report to generate the report.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Clear to reset the search parameters.

  7. 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.

  8. 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 61-40 For reference, a specimen of the report generated is given below:



    Table 61-39 Field Description

    Field Name Description
    Report Parameters
    Party ID Party ID of whom the report is generated.
    Party Name Party name of whom the report is generated.
    Sr No Serial number of the records.
    File Identifier Code The file identifier codes mapped to the specific party.
    Description Description of file identifiers mapped to the party.
    File Type File type of file identifiers mapped to the party.
    Transaction Type Transaction type of file identifiers mapped to the party.
    Accounting Type The accounting type of file identifiers mapped to the party.
    Approval Type Approval type of file identifiers mapped to the party.
    File Template File template of file identifiers mapped to the party.
    Format Type Format type of file identifiers mapped to the party..