63.2.1 User Report Mapping - Create

Using this option Bank Administrator can map the reports to a specific corporate user.

To map the reports to a user:

1. Navigate to the above path.
   The User Report Mapping screen appears.
2. In the Username field, enter the username of the user whose report mapping to be done.

   OR

   In the First Name field, enter the first name of the user whose report mapping to be done.

   OR

   In the Last Name field, enter the last name of the user whose report mapping to be done.

   OR

   In the Email field, enter the email of the user  whose report mapping to be done.

   OR

   In the Mobile field, enter the mobile number of  the user whose report mapping to be done.

3. Click Search.
   The User Report Mapping screen with search results appears.

   OR

   Click Clear to clear the search parameters.

   OR

   Click Cancel to cancel the transaction.

4. Click icon of user record, for which you want to map the report/ s.
   The User Report Mapping screen to create the report mapping appears.

   Figure 63-2 User Report Mapping - Create

   
   

   
   Description of "Figure 63-2 User Report Mapping - Create"

   
   

   Table 63-1 Field Description

   Field Name	Description
   User Name	Name of the admin user.
   User ID	User Id of the admin user.
   Mapping Summary
   Report ID	Unique id assigned to a report.
   Description	Description of the report.
   Formats	The format in which the report is to be generated. The format could be PDF, XLSX.

5. In the Mapping Summary section, select the report id of the report which you want to map to the user.
6. Click Save to save the mapping.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

7. The User Report Mapping - Review screen appears.
   Verify the details, and click Confirm.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

8. The success message appears along with the transaction reference number and status of the transaction.
   Click OK to complete the transaction.