65.16.1 Wallets Creation for a Date Range - Adhoc Report

This topic describes the systematic instruction to Wallets Creation for a Date Range - Adhoc Report option.

Wallets Creation for a Date Range Adhoc reports are generated on demand or on request. Generated reports can be viewed using My Reports screen.

To generate the Wallets Creation for a Date Range 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 65-47 Wallets Creation for a Date Range - Adhoc Reports


    Description of Figure 65-47 follows
    Description of "Figure 65-47 Wallets Creation for a Date Range - Adhoc Reports"

    Note:

    The fields which are marked as Required are mandatory.

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

    Table 65-47 Wallets Creation for a Date Range - 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 Internal Reporting Application are:
    • PDF
    • CSV
    Duration Specify the Date range for which the report is to be generated.

    User has to enter From and To dates.
  4. From the Report Format list, select the format in which the report is to be generated.
  5. 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.
  6. 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.
  7. 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 65-48 For reference, a specimen of the report generated is given below:


    Description of Figure 65-48 follows
    Description of "Figure 65-48 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 65-48 Wallets Creation for a Date Range - Adhoc Reports - Field Description

    Field Name Description
    Report Parameters Information specified in below fields are related to report parameters.
    From Date Date from which the report is to be generated.
    To Date Date till which the report is to be generated.
    Account Opening Date The wallet account opening date.
    Wallet ID The wallet user ID.
    Party ID The party Id under which wallet is opened.
    Full Name First name and last name of the wallet user.
    Email Id Email id of the wallet user.
    Mobile Number Mobile number of the wallet user.

Parent topic: Wallets Creation for a Date Range Report