65.21.1 User Entitlement Report- Adhoc Report

This topic describes the information about User Entitlement Report- Adhoc Report option.

User Entitlement Adhoc reports are generated on demand or on request. Reports can be requested from the Reports screen. Adhoc reports can be viewed using My Reports screen.

To generate the User Entitlement 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 65-60 User Entitlement Report - Adhoc Report

   
   

   
   Description of "Figure 65-60 User Entitlement Report - Adhoc Report"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 65-60 User Entitlement Report - Adhoc Report - 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 Internal Reporting Application are: PDF CSV
   Party ID	The party ID of the user for whom the report is to be generated.
   User id	The user id of the user for whom 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 & click on Search
6. From the User Id list, select the appropriate id of the user for whom the report is to be generated.
7. Perform anyone of the following actions:
   • Click Generate Report to view and generate the report.
   • Click Cancel to cancel the transaction.
   • Click Clear to reset the search parameters.
8. 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.
9. 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 65-61 For reference, a specimen of the report generated is given below:

   
   

   
   Description of "Figure 65-61 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 65-61 User Entitlement Report - Adhoc Report - Field Description

   Field Name	Description
   Report Parameters	Information specified in below fields are related to report parameters.
   Group Corporate ID	The Group Corporate ID of the user for whom report has been generated
   Group Corporate Name	The Group Corporate Name of the user for whom report has been generated
   Party ID	The party ID of the user for whom the report has been generated.
   Party Name	The party Name of the user for whom the report has been generated.
   User ID	The user id of the user for whom the report has been generated.
   User Status	The User Status in the OBAPIS application
   Report Details	Information specified in below fields are related to report details.
   Touch Point Enable	The touch points enabled for the User to access the application
   Transaction Name	The accessible transaction for the user
   Permission	The permission to access the transaction whether its perform, Approve or view
   Party ID	The Party ID of Accessible Transactions Account number
   Account Number	The Account number to which user has access to perform the transactions.