Reports

With the Reports module, you can generate the reports and download the pre-generated statements that are related to your account.

To retrieve the data for reports and statements, integration with the bank's documentation repository/bank management system is required.

UX Overview

Reports

Section	Component	Configurable Elements
The Reports screen contains two sections.   You can generate a report of your account by using the first section.   The second section, named Download Statements is used to download the documents that are related to your account.	NA	NA

Sequence Diagram - Reports

The sequence diagram for Reports is same as that of the Portfolio Details.

Feature Description

The Reports module contains two sections as follows:

• Generate Report
• Download Statement

Generate Report

From the Generate Report section, you can download the reports that are configured in the system. To generate reports, follow these steps.

1. Select the Language in which you want to generate the reports.
2. Select the time period for which you want to generate the report by using the By Time Period option. The Previous 30 Days option is selected, by default.

   After you click the By Time Period option, a calendar appears where you can select the time period.

   Previous 30 Days, 3 Months, 6 Months, and 1 Year are the predefined time periods. You can also select the dates as desired.



By Time Period

3. After you select the time period, select the report you want to generate by using the Report option.
4. Select the Format either as PDF, Excel, or CSV from the drop-down list.



Report Download Options

5. Verify the selected details, and then click Get Report. The report in the selected format is then downloaded to your local system.

Mobile Native Screens

Download Statement

From the Download Statement section, you can download the pre-generated statements that are related to your account. To download the statement, click the download icon adjacent to the report that you want to download.

The selected report is downloaded to your local system.

Mobile Native Screen