1. Core User Manual
  2. Report Generation
  3. Approval Rule Report
  4. Approval Rule Report - Adhoc Reports

62.10.1 Approval Rule Report - Adhoc Reports

Approval Rule Adhoc reports are generated on demand or on request. Generated reports can be viewed using ‘My Reports’ screen.

To generate the Approval Rule 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 62-29 Approval Rule - Adhoc Report


    Description of Figure 62-29 follows
    Description of "Figure 62-29 Approval Rule - Adhoc Report"

    Table 62-29 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 approval rule report can be generated in format CSV only.
    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
  4. From the Report Format list, select the appropriate report output format.
  5. In the Group Corporate ID field, enter the Group Corporate ID
  6. In the Group Corporate Name field, enter the Group Corporate name.
    1. Click Search to search the Group corporate.
      The search result appears based on criteria.

      Select the Group corporate ID.

      OR

      Click Clear to reset the data entered.

  7. Click Generate Report to generate the report.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Clear to reset the search parameters.

  8. 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.

    OR

    Click on the View Reports link to download the report.

    The user is directed to the My Reports screen. The list of reports appears.

    OR

    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 62-30 For reference, a specimen of the report generated is given below:


    Description of Figure 62-30 follows
    Description of "Figure 62-30 For reference, a specimen of the report generated is given below:"

    Table 62-30 Field Description

    Field Name Description
    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
    Rule Type Transaction rule type for which the approval rule is set up.
    Rule Code Approval rule code.
    Rule Description Approval rule description.
    Rule/Workflow Applicable For User name /group name of the user maintained in a workflow at level.
    Initiator Type Initiator type specified while creating a rule.
    Party ID Party ID of workflow.
    Transactions Transaction for which the rule is set up.
    Accounts Accounts for which the rule is set up.
    Currency Currency set for the rule.
    From Amount The minimum amount for the transactions allowed for the user.
    To Amount The maximum amount for the transactions allowed for the user.
    Approval Required Field displays whether approval is required or not for the set condition.
    Workflow Preference The preference of the approval workflow.
    Workflow Code Code of the approval workflow.
    Workflow Description The approval workflow description.
    Levels in Workflow Approval levels for a user / user group.

Parent topic: Approval Rule Report