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Tabular report is available in the beta version of the Web-client.

The Web-client has a function of generating tabular reports containing:

  • statuses of order processing by the repository;
  • information about rejection and the date of rejection;
  • economic parameters of transactions. 
Page contents:

The report is automatically generated once a day after 10 PM Moscow time. To download the report, go to Reports → Tabular (fig. 1).

Figure 1 – Tabular reports form

This form displays the number of new messages for each status. To view the tabular report:

  1. click on Download report link;
  2. open the downloaded bulk format file using MS Excel. 

Tabular report (Figure 2) contains the following types of messages (Figure 2, p. 3): 

  • processing;

  • orders;

  • rejections;

  • registration notifications. 

Figure 2 – report table

The table also contains:

  • transaction parameters (see Fig. 2, p. 1). Column numbers and names correspond to the bulk format field names. A detailed description is provided in the Bulk format reference (download link);

  • additional columns (see Fig. 2, p. 2):

    • message status – displays the chain status (see Table 1);

    • rejections – displays the last rejection in a particular message chain;

    • rejection date – date of last rejection in a particular message chain.

Table 1 - Statuses

StatusSection of the Web-client
IncomingOrders
In processingBeing processed
AcceptedRegistered
RejectedRejections
StatementStatements
DailyReportDaily

Each excel page contains information about orders for a transaction type corresponding to the page name (Fig. 2, p. 4).

Enabling reporting

By default, automatic reporting is disabled. This feature can be enabled by:

  •  technical administrators;
  • administrators;
  • users of the Web-clients if their account settings allow suing tabular reports (Fig. 3). For more details read User roles in the Web-client.

Figure 3 – settings of the additional role

To display tabular reports:

  1. go to Settings (Fig. 4.1) → Tabular reports tab (Fig. 4.2);
    Figure 4 – enabling tabular reports
     
  2. check the box next to Enable generation of daily tabular reports (Fig. 4.3);
  3. click Save (Fig. 4.4).

When this function is enabled, access right is granted to all users of the participant (organization).

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