65.17.1 Wallets KYC - Adhoc Report

This topic describes the systematic instruction to Wallets KYC - Adhoc Report option.

Wallets KYC Adhoc reports are generated on demand or on request. Generated reports can be viewed using My Reports screen.

To generate the Wallets KYC 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 65-50 Wallets KYC - Adhoc Reports

   
   

   
   Description of "Figure 65-50 Wallets KYC - Adhoc Reports"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 65-50 Wallets KYC - 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
   Email ID	Email ID of the wallet user of whom report is to be generated.
   Mobile Number	Mobile number of the wallet user of whom report is to be generated.
   Duration	Specify the date range for which the report is to be generated. User has to enter From and To dates.
   KYC Status	KYC status of the wallet user. The options are: Pending Complete

4. From the Report Format list, select the format in which the report is to be generated.
5. In the Email ID field, enter the email address of the user.
   In the Mobile Number field, enter the mobile number of the user.
6. From the Duration - From and Duration - To list, select the appropriate duration.
7. From the KYC Status list, select the appropriate option.
8. 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.
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 65-51 For reference, a specimen of the report generated is given below:

    
    

    
    Description of "Figure 65-51 For reference, a specimen of the report generated is given below:"

    
    

    Table 65-51 Wallets KYC - Adhoc Reports - Field Description

    Field Name	Description
    Report Parameters	Information specified in below fields are related to report parameters.
    Email ID	Email id of the wallet user.
    Mobile No	Mobile number of the wallet user.
    Date From	Date from which the report is generated.
    Date To	Date till which the report is generated.
    KYC Status	Current KYC status.
    Sr No	Serial number of the records.
    Name	First name and last name of the wallet user.
    Email Id	Email ID of the wallet user.
    Mobile No	Mobile number of the wallet user.
    Opened Date	Wallet open date with the time stamp.
    KYC Status	Current KYC status.