This topic provides the systematic instructions to the corporate administrators for generating the party-wise file identifier mapping ad-hoc reports, which are created on demand or upon request.

1. Navigate to the Report screen.
2. Click the Adhoc tab.
3. From the Report Name list, select the appropriate report to be generated.
   The receptive report generation screen appears.

   Figure 11-11 Party wise File Identifiers Mapping - Adhoc Report

   
   

   

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 11-10 Party wise File Identifiers Mapping - Adhoc Report- 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
   Party ID	Party ID of the corporate.
   Party Name	Party name of the corporate.

4. From the Report Format list, select the format in which the report is to be generated.
5. Perform one of the following actions:
   • Click Generate Report to view and generate the report.

     The success message along with the reference number, status and Report Request Id appears.

   • Click Cancel to cancel the transaction.
   • Click Clear to reset the search parameters.
6. Perform one of the following actions:
   • Click OK to close the screen and navigate to the dashboard.
   • Click on the View Reports link to download the report.

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

   • Click Generate another report to generate another report.
7. 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 11-12 For reference, a specimen of the report generated is given below:

   
   

   

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 11-11 Party wise File Identifiers Mapping - Adhoc Report- Generated Specimen Report - Field Description

   Field Name	Description
   Report Parameters
   Party ID	Party ID of the corporate.
   Party Name	Party name of the corporate.
   Sr. No	Serial number of the records.
   File Identifier Code	The file identifier codes mapped to the specific party.
   Description	Description of file identifiers mapped to the party.
   File Type	File type of file identifiers mapped to the party.
   Transaction Type	Transaction type of file identifiers mapped to the party.
   Accounting Type	The accounting type of file identifiers mapped to the party.
   Approval Type	Approval type of file identifiers mapped to the party.
   File Template	File template of file identifiers mapped to the party.
   Format Type	Format type of file identifiers mapped to the party.