63.3.1 User Report Mapping - Search

Using this option Bank Administrator can search and view the reports mapped to the user.

To search and view the reports mapping:

1. Navigate to the above path.
   The User Report Mapping screen appears.
2. In the Party ID field, enter the party id of the user.

   OR

   In the Party Name field, enter the name of the party.

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.

   Figure 63-7 User Report Mapping - Search

   
   

   
   Description of "Figure 63-7 User Report Mapping - Search"

   
   

   Table 63-5 Field Description

   Field Name	Description
   Search Filter Criteria
   Party ID	Allows to search based on party ID of the user whose report mapping to be done.
   Search by Party Name	Click on the link to search by party name corresponding to the party ID.
   Search Result
   Party ID	The ID of the searched party.
   Party Name	The name of the searched party.

4. Click on the Party ID link to view the details.
   The User Report Mapping - View screen appears.

   Figure 63-8 User Report Mapping - View

   
   

   
   Description of "Figure 63-8 User Report Mapping - View"

   
   

   Table 63-6 Field Description

   Field Name	Description
   Party ID	Party ID of the retail & business user.
   Party Name	Party name of the retail & business user.
   User ID	Allows to search based on ID of the user whose report mapping to be done.
   Username	Allows to search based on username of the user whose report mapping to be done.
   First Name	Allows to search based on first name of the user whose report mapping to be done.
   Last Name	Allows to search based on last name of the user whose report mapping to be done.
   Email	Allows to search based on email ID by the user whose report mapping to be done.
   Mobile Number	Allows to search based on mobile number of the user whose report mapping to be done.
   Users List
   User Name	The name of the user.
   Full Name	The full name of the user.
   Mapping	Displays whether the file identifier is mapped to the user. - denotes that the report is mapped to the user. - denotes that the report is not mapped to the user.

5. Click icon against the user record for which you want to view the details.
   The User Report Mapping – Mapping Summary screen appears.

   OR

   Click Back to navigate to the previous screen.

   OR

   Click Cancel to cancel the transaction.

   Figure 63-9 User Report Mapping – Mapping Summary

   
   

   
   Description of "Figure 63-9 User Report Mapping – Mapping Summary"

   
   

   Table 63-7 Field description

   Field Name	Description
   User Name	Name of the corporate user.
   User ID	User Id of the corporate user.
   Mapping Summary
   Report ID	Unique id assigned to the mapped report.
   Description	Description of the report.
   Formats	Formats in which a report can be generated.

6. Click Edit to modify the user report mapping.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to previous screen.