11.7.1 Party wise Payee Maintenance Report - Adhoc Report

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

Generated reports can be viewed using My Reports screen.

To generate the Party wise Payee Maintenance adhoc report:

  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 11-17 Party wise Payee Maintenance - Adhoc Reports


    Description of Figure 11-17 follows
    Description of "Figure 11-17 Party wise Payee Maintenance - Adhoc Reports"

    Note:

    The fields which are marked as Required are mandatory.

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

    Table 11-16 Party wise Payee Maintenance - 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

Parent topic: Party wise Payee Maintenance Report