Creating custom reports

Filters

You can narrow down to the required definitions by using the Status filter criterion.

To see a sample image of Filter section, Click here.

To clear pre-defined settings, click Clear Filters.

Group by

Report services and related reports are displayed on the grid. Depending upon the services that you have availed from your financial institution, you can have services, such as:

•       Balance Reporting

•       Payment

The current widget displays reports detailing activities for reports configured for Balance Reporting service.

Actions

You can select a custom report and perform the required action on it. The available options are:

•       Submit: Submits the custom report.

•       Discard: Discards the latest action taken on the report.

•       Enable: Enables the report.

•       Suspend: Suspend the report.

•       Reject: Rejects the selected report.

•       Approve: Select the report and click Approve to approve.

Selection box

Select the check box and perform the required action on the custom report.

Select dropdown

You can perform following activities:

•       Modify Record: Click to modify the corresponding report.

•       View Record: Click to option to view the details of the report.

 Alternatively, you can right click on a row to perform these action. When you single click on a row, the details are displayed.

Favourite

Click the  icon to mark the required report as favorite.

Pagination Bar

Use to navigate through the pages by using the pagination bar.

Create Custom Report

Click to create custom reports based on existing reports.

View

Click to see/set number of records on a single page.