1. Core User Manual
  2. Report Generation
  3. Wallet KYC Report
  4. Wallets KYC - Adhoc Report

62.17.1 Wallets KYC - Adhoc Report

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

To generate the Wallets KYC 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 62-50 Wallets KYC - Adhoc Reports


    Description of Figure 62-50 follows
    Description of "Figure 62-50 Wallets KYC - Adhoc Reports"

    Table 62-50 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
    Email ID Email ID of the wallet user of whom report is to be generated.
    Mobile Number Mobile number of the wallet user of whom report is to be generated.
    Duration Specify the date range for which the report is to be generated.

    User has to enter From and To dates.
    KYC Status KYC status of the wallet user.
    The options are:
    • Pending
    • Complete
  4. From the Report Format list, select the format in which the report is to be generated.
  5. In the Email ID field, enter the email address of the user.
    OR

    In the Mobile Number field, enter the mobile number of the user.

  6. From the Duration - From and Duration - To list, select the appropriate duration.
  7. From the KYC Status list, select the appropriate option.
  8. Click Generate Report to view and generate the report.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Clear to reset the search parameters.

  9. 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.

  10. 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 62-51 For reference, a specimen of the report generated is given below:


    Description of Figure 62-51 follows
    Description of "Figure 62-51 For reference, a specimen of the report generated is given below:"

    Table 62-51 Field Description

    Field Name Description
    Report Parameters
    Email ID Email id of the wallet user.
    Mobile No Mobile number of the wallet user.
    Date From Date from which the report is generated.
    Date To Date till which the report is generated.
    KYC Status Current KYC status.
    Sr No Serial number of the records.
    Name First name and last name of the wallet user.
    Email Id Email ID of the wallet user.
    Mobile No Mobile number of the wallet user.
    Opened Date Wallet open date with the time stamp.
    KYC Status Current KYC status.
    generated.

Parent topic: Wallet KYC Report