67.3.2 User Report Mapping - Create

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

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. Perform anyone of the following actions:
   • In the Party ID field, enter the party id of the user.
   • In the Party Name field, enter the name of the party.
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.
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 67-10 User Report Mapping - Create

   
   

   
   Description of "Figure 67-10 User Report Mapping - Create"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 67-8 User Report Mapping - Create - Field Description

   Field Name	Description
   User Name	Name of the retail & business user.
   User ID	User Id of the retail & business user.
   Mapping Summary	Information specified in below fields are related to 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. Perform anyone of the following actions:
   • Click Save to save the mapping.

     The User Report Mapping - Review screen appears.

   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.
7. Perform anyone of the following actions:
   • Verify the details, and click Confirm.

     The success message appears along with the transaction reference number and status of the transaction.

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