1. Core User Manual
  2. Report Generation
  3. Biller Registration Report
  4. Biller Registration - Schedule Reports

62.4.2 Biller Registration - Schedule Reports

The reports that are generated in specific time frame such as daily, weekly, monthly, quarterly, and annually are categorized under scheduled reports.

To generate the Biller Registration schedule report:

  1. Navigate to the above path.
    The Report Generation screen appears.
  2. Click the Schedule tab.
  3. From the Report Name list, select the appropriate report to be generated.
    The respective report generation screen appears.

    Figure 62-13 Biller Registration - Schedule Report


    Biller Registration - Schedule Report

    Table 62-12 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
    Select Frequency Select the frequency at which the report is to be generated.
    The options are:
    • Once
    • Daily
    • Weekly
    • Monthly
    Start Generating Date from which the report is to be generated as per frequency defined.
    Stop Generating Date till which the report is to be generated as per frequency defined.
    Biller Id The unique code assigned to a specific biller.
    Biller Name The name of the biller.
    View Scheduled Reports Link to view all the reports that are scheduled.
  4. From the Report Format list, select the format in which the report is to be generated.
  5. From the Select Frequency list, select the appropriate option.
  6. From the Start Generating and Stop Generating list, select the appropriate duration.
  7. From the Frequency list, select the appropriate option.
  8. In the Biller Id field, enter the id of the biller for whom the report to be generated.
  9. In the Biller Name field, enter the name of the biller.
  10. Click Schedule Report to view and generate the report.
    OR

    Click the View Scheduled Reports link to view all the scheduled reports.

    The Scheduled Reports screen appears.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Clear to reset the search parameters.

  11. 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 Schedule another Report to generate another report.

  12. 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, In the My Reports screen, click Scheduled Reports.

Parent topic: Biller Registration Report