67.2.2 User Report Mapping - Search

This topic describes the systematic instruction to User Report Mapping - Search option.

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. Perform anyone of the following actions:
   • In the Username field, enter the username of the user whose report mapping to be done.
   • In the First Name field, enter the first name of the user whose report mapping to be done.
   • In the Last Name field, enter the last name of the user whose report mapping to be done.
   • In the Email field, enter the email of the user whose report mapping to be done.
   • In the Mobile Number field, enter the mobile number of the user whose report mapping to be done.

   Note:

   Click on More Search Options to allows search based on more criteria.
3. Perform anyone of the following actions:
   • Click Search.

     The User Report Mapping screen with search results appears.

   • Click Clear to clear the search parameters.
   • Click Cancel to cancel the transaction.

   Figure 67-3 User Report Mapping - Search

   
   

   
   Description of "Figure 67-3 User Report Mapping - Search"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 67-2 User Report Mapping - Search - Field Description

   Field Name	Description
   Search Filter Criteria	Information specified in below fields are related to Search Filter Criteria.
   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	Allows to search based on mobile number of the user whose report mapping to be done. Note: User can select international subscriber dialing (ISD) code (country code) while selecting mobile number.
   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	Information specified in below fields are related to Search Result.
   Initials	The initials of the user.
   User ID	The User ID of the user.
   User Details	The details of the user like user name or user id.
   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.

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

   Figure 67-4 User Report Mapping - View

   
   

   
   Description of "Figure 67-4 User Report Mapping - View"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 67-3 User Report Mapping - View - Field Description

   Field Name	Description
   Party ID	Party Id of the admin user.
   Party Name	Party name of the admin user.
   Users List	Information specified in below fields are related to Users List.
   Initials	The initials of the user.
   User Details	The details of the user like user name or user id.
   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. Perform anyone of the following actions:
   • Click icon against the user record for which you want to view the details.

     The User Report Mapping – Mapping Summary screen appears.

   • Click Back to navigate to the previous screen.
   • Click Cancel to cancel the transaction.

   Figure 67-5 User Report Mapping – Mapping Summary

   
   

   
   Description of "Figure 67-5 User Report Mapping – Mapping Summary"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 67-4 User Report Mapping – Mapping Summary - Field description

   Field Name	Description
   User Name	Name of the admin user.
   User ID	User ID of the admin user.
   Mapping Summary	Information specified in below fields are related to 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. Perform anyone of the following actions:
   • Click Edit to modify the user report mapping.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to previous screen.