65.7.1 Date Wise User Creation - Adhoc Report

This topic describes the systematic instruction to Date Wise User Creation - Adhoc Report option.

Date Wise User Creation Adhoc reports are generated on demand or on request. Generated reports can be viewed using My Reports screen.

To generate the date wise user creation adhoc report:

  1. Navigate to the above path.
    The Report Generation screen appears.
  2. Click the Adhoc tab.
  3. From the Report Name list, select the appropriate report to be generated.
    The respective report generation screen appears.

    Figure 65-20 Date Wise User Creation - Adhoc Reports



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 65-19 Date Wise User Creation - Adhoc Reports - Field Description

    Field Name Description
    Report Name Select the type of report to be generated.
    Report Format Select the format in which the report is to be generated.
    The options with Oracle Analytics Publisher are:
    • PDF
    • XLS
    The options with Internal Reporting Application are:
    • PDF
    • CSV
    Party ID The party ID of the users of whom the report is to be generated.
    User Type The user type for whom report is to be generated.
    The options are:
    • Corporate User
    • Retail User
    • Administrator
    Duration Specify the date range for which the report is to be generated.

    Date from which the report is to be generated. .

    Date till which the report is to be generated

  4. From the Report Format list, select the format in which the report is to be generated.
  5. In the Party ID field, enter the party ID.
  6. From the User Type list, select the appropriate user.
  7. From the Duration - From and Duration - To list, select the appropriate duration.
  8. Perform anyone of the following actions:
    • Click Generate Report to generate the report.
    • Click Cancel to cancel the transaction.
    • Click Clear to reset the search parameters.
  9. Perform anyone of the following actions:
    • The success message along with the reference number, status and Report Request Id appears. Click Ok to close the screen and navigate to the dashboard.
    • Click on the View Reports link to download the report.

      The user is directed to the My Reports screen. The list of reports appears.

    • Click Generate another report to generate another report.
  10. In the My Reports screen, click on desired Report Sub ID to view and download the generated report.
    A report will be generated in the format specified at the time of scheduling or generating an adhoc report.

    Note:

    You can also download the requested report from Administrator Dashboard, click Toggle Menu, then click Reports and then click My Reports.

    Figure 65-21 For reference, a specimen of the report generated is given below



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 65-20 Date Wise User Creation - Field Description

    Field Name Description
    Report Parameters Information specified in below fields are related to report parameters.
    Party ID The ID of party for whom the report is generated.
    Party Name The name of the party for whom the report is generated.
    Date From Date from which the report is generated.
    Date To Date till which the report is generated.
    User Type The user type for whom report is generated and is selected at the time of report generation.
    Name Name of the user.
    Roles Child roles assigned to each user.
    User Name User ID assigned to the user.
    Email ID Email ID of the user.
    Mobile No Mobile number of the user.
    Creation Date and Time Date on which the user is created.