65.2.2 Edit Schedule Reports

This topic describes the systematic instruction to Edit Schedule Reports option.

Using this option, Bank Administrator can edit the parameters defined for scheduled reports. These changes are applied to generate the reports of next scheduled cycle.

To edit the schedule reports:

1. Navigate to the above path.
   The Report Generation screen appears.
2. Click the Schedule tab.
   The Scheduled Report Generation screen appears.
3. Click on desired Report ID to edit the details of the scheduled report.
   The View Report Schedule screen appears.
4. Perform anyone of the following actions:
   • Click Edit to modify the report schedule. The Edit Report Schedule screen appears.
   • Click Delete to delete the report schedule.
   • Click Back to navigate to the previous screen.
   • Click Cancel to cancel the transaction.

   Figure 65-6 Edit Reports Schedule

   
   

   
   Description of "Figure 65-6 Edit Reports Schedule"

   
   

   Table 65-6 Edit Reports Schedule - Field Description

   Field Name	Description
   Report Name	Name of the scheduled reports. Name of the report will be displayed in non-editable form.
   Report ID	ID of the reports that are scheduled. This is a non-editable field.
   Report Format	The report format of the scheduled report.
   Report Frequency	The frequency of the scheduled report. The options are: Once Daily Weekly Monthly
   Start Generating	The start date of the scheduled report. This field can be edited only if the date and time is in future.
   Stop Generating	The date till which the report is to be generated.
   Scheduled By	User ID of the user who scheduled the report generation.

5. Modify the details, if required. You can modify the Report Format, Report Frequency, Start generation date and time (if future date) and Stop Generating date and time.
6. Perform anyone of the following actions:
   • Click Save to save the details. The Confirm Edit Report Schedule screen appears.
   • Click Back to navigate to the previous screen.
   • Click Cancel to cancel the operation.
7. Perform anyone of the following actions:
   • Click Confirm.
   • Click Cancel to cancel the operation.
8. The success message along with the reference number and status appears.
   Click OK to complete the transaction.