65 Report Generation

This topic describes the information about Report Generation option.

Bank Administrator logs into the system and navigates to Report Generation screen. On accessing Report Generation menu, Bank Administrator has to select an option if an adhoc report is to be generated or report needs to be scheduled.

Reports are categorized as:

• Adhoc Reports: When a report needs to be generated immediately on a need basis
• Schedule Reports: When report generation needs to be scheduled at fixed intervals e.g. daily, weekly, monthly etc.

After selecting the report generation category, user has to select a type of a report which needs to be generated. Other reports parameters with respect to each report are displayed on the screen as input fields so that report can be requested with specific data.

Note:

If 2 factor authentication is enabled, the reports get generated only after successful authentication.

The list of reports is:

• API Consumption Report
• Bill Payment Pay Later Report
• Biller Reconciliation Report
• Biller Registration Report
• Date wise User Creation Report
• EPI Payment reconciliation Report
• FATCA &CRS Declaration Report
• File Identifier wise Party User Mapping Report
• Party User wise File Identifiers Mapping Report
• Approval Rule Report
• Party wise File Identifiers Mapping Report
• Party wise Payee Maintenance Report
• User Segment Summary Report
• Wallet Transaction Activity Report
• Wallets KYC Report
• Wallets Creation for a Date Range Report
• User List Report
• User Entitlement Report
• Approval Rule Report

Navigation Path: Perform the following navigation to access the Report Generation.

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Reports. Under Reports , click Report Generation.

Figure 65-1 Report Generation

Description of "Figure 65-1 Report Generation"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 65-1 Report Generation - Field Description

Field Name	Description
Report Name	Select the type of report to be generated.

• Adhoc Reports
  This topic describes the information about Adhoc Report option.
• Schedule Reports
  This topic describes the information about Schedule Reports option.
• API Consumption Report
  This topic describes the information about API Consumption Report option. API Consumption report provides information on API consumption for a selected access point for a particular user.
• Biller Registration Report
  This topic describes the information about Biller Registration Report feature. Biller Registration report provides the details of customers registered to a biller for online bill payment.
• Biller Reconciliation Report
  This topic describes the information about Biller Reconciliation Report feature. Biller Reconciliation report provides information on reconciliation of bill payment transactions made to a biller for a selected period.
• Bill Payment Pay Later Report
  This topic describes the information about Bill Payment Pay Later Report feature.
• Date Wise User Creation Report
  This topic describes the information about Date Wise User Creation Report feature.
• EPI Payment Reconciliation Report
  This topic describes the information about EPI Payment Reconciliation Report option.
• FATCA & CRS Declaration Report
  This topic describes the information about FATCA & CRS Declaration Report option.
• Approval Rule Report
  This topic describes the systematic instruction to Approval Rule Report option. Approval Rule Report provides the list of rules and workflows belonging to a group corporate.
• File Identifier wise Party User Mapping Report
  This topic describes the systematic instruction to File Identifier wise Party User Mapping Report option.
• Party User wise File Identifiers Mapping Report
  This topic describes the information about Party User wise File Identifiers Mapping Report option.
• Party wise File Identifiers Mapping Report
  This topic describes the systematic instruction to Party wise Approval Rule - Adhoc Report option.
• Party wise Payee Maintenance Report
  This topic describes the information about Party wise Payee Maintenance Report option.
• User Segment Summary Report
  This topic describes the information about User Segment Summary Report option.
• Wallets Creation for a Date Range Report
  This topic describes the information about Wallets Creation for a Date Range Report option.
• Wallet KYC Report
  This topic describes the information about Wallet KYC Report option.
• Wallets Transaction Activity Report
  This topic describes the information about the Wallets Transaction Activity Report option.
• Approval Rule Report
  This topic describes the systematic instruction to Approval Rule Report option. Approval Rule Report provides the list of rules and workflows belonging to a group corporate.
• User List Report
  This topic describes the systematic instruction to User List Report option.
• User Entitlement Report
  This topic describes the information about User Entitlement Report option.