This topic provides the systematic instructions to the corporate administrators for generating the party-wise user group 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 11-19 Party wise User Groups - Adhoc Reports

   
   

   
   Description of "Figure 11-19 Party wise User Groups - Adhoc Reports"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 11-18 Party wise User Groups - Adhoc Reports - 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 11-20 For reference, a specimen of the report generated is given below:

   
   

   
   Description of "Figure 11-20 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 11-19 Party wise User Groups - Generated Specimen Report Field Description

   Field Name	Description
   Report Parameters
   Party ID	Party ID of the corporate.
   Party Name	Party name of the corporate.
   Group Code	The group code of the user groups available under a party.
   Group Description	The group description of the user groups available under a party.
   Number of Users	Count of the users available in a group.
   Sr. No	Serial number of the records.
   User Name	Name of the users available in a user group.
   User ID	User ID of the users available in a group.