Note: User permissions should be in place to manage reports. If not, contact your Bank Administrator.
Step 1: Click on Administration > Report Designer > Create
Step 1: Click on Administration > Report Designer > Create
Step 2: Fill in the General Details
| Report Name | Enter the name of the report |
| Report Description | Enter a description of the report |
| Publish Report | Select Publish Report to enable it for all users |
| No of lines per page | Enter number of lines per page |
Step 3: Select Entity
- You can select one or multiple entities
Step 4: Select Product
- The report can be multi product or specific to a single product
Step 5: Add Columns and define other parameters applicable for the new report.
Step 6: Click on Administration > Report Designer > Maintenance
- Click on the report preview button to see the report generated.
- Reports can be downloaded in three formats - pdf, csv, and spreadsheet.
- User can also create a report schedule by navigating to Report Designer > Schedule