1. Core User Manual
  2. Report Generation

62 Report Generation

Bank Administrator logs into the system and navigates to Report Generation screen. On accessing ‘Report Generation menu, Bank Administrator has to select an option if an adhoc report is to be generated or report needs to be scheduled.

Reports are categorized as:

  • Adhoc Reports: When a report needs to be generated immediately on a need basis
  • Schedule Reports: When report generation needs to be scheduled at fixed intervals e.g. daily, weekly, monthly etc.

After selecting the report generation category, user has to select a type of a report which needs to be generated. Other reports parameters with respect to each report are displayed on the screen as input fields so that report can be requested with specific data.

Note:

If 2 factor authentication is enabled, the reports get generated only after successful authentication.

The list of reports is:

  • API Consumption Report
  • Bill Payment Pay Later Report
  • Biller Reconciliation Report
  • Biller Registration Report
  • Date wise User Creation Report
  • EPI Payment reconciliation Report
  • FATCA &CRS Declaration Report
  • File Identifier wise Party User Mapping Report
  • Party User wise File Identifiers Mapping Report
  • Approval Rule Report
  • Party wise File Identifiers Mapping Report
  • Party wise Payee Maintenance Report
  • User Segment Summary Report
  • Wallet Transaction Activity Report
  • Wallets KYC Report
  • Wallets Creation for a Date Range Report
  • User List Report
  • User Entitlement Report
  • Approval Rule Report

Navigation Path:

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Reports. Under Reports , click Report Generation.

Figure 62-1 Report Generation


Description of Figure 62-1 follows
Description of "Figure 62-1 Report Generation"

Table 62-1 Field Description

Field Name Description
Report Name Select the type of report to be generated.