21 My Reports
This topic describes the functionality that enables corporate administrators to download generated reports.
On accessing My Reports menu, last 10 reports which generated by the user or by other users of a party are listed with the respective report status. User can choose to search the specific report using the search criteria or can opt to view/ download detailed report.
Note:
Send to Modify functionality is now supported for this transaction.Reports are categorized as:
- Adhoc Reports
- Scheduled Reports
- From Dashboard, click Toggle Menu,
then click Menu, click Activity
& Reports , and then click
Reports.
Under Reports, click My Reports.
The My Reports screen appears.
- My Reports - Adhoc
This topic provides the systematic instructions for generating ad-hoc reports, created on demand or upon request. - My Reports - Scheduled
This topic provides the systematic instructions for the schedule reports to be generated at various intervals, including daily, weekly, monthly, quarterly, and annual schedules. - FAQ