Trend of Cases for SAR

Use this dashboard to view how many cases an individual has filed a SAR on over a defined time range.To generate a Trend of Cases for SAR report, follow these steps:

  1. Navigate to the MIS Reports.
  2. Expand the SARs option displayed on the left hand side.
  3. Click Trend of Cases for SAR option.
  4. Click the Global Filters icon.

    The Global Filters are displayed on the left hand side.

    Figure 4-37 Global Filter for Trend of Cases for SAR Report


    Global Filter for Trend of Cases for SAR Report

  5. Enter the following filter details:

    Table 4-11 Trend of Cases for SAR Report Filter Descriptions

    Field Description

    Criteria

    Select the criteria for the cases from SARs that you want to view.

    Values

    Select the value for the cases from SARs that you want to view.

    Status

    Select the status for the cases from SARs that you want to view.

    Status Date

    Select the time-period to view the cases from SARs of a particular status generated for that period.

  6. Click Apply.

    The data is filtered to satisfy all the specified filter conditions, and the result is displayed in bar chart reports.

    Figure 4-38 Trend of Cases Submitted for SAR by Owner Report


    Trend of Cases Submitted for SAR by Owner Report

For example, in the above figure, the bar chart report displays the trend using X axis and number of SARs using Y axis.