Viewing Customer Transaction Report

The system enables you to view the customer transaction report.

To view customer transaction report

  1. Access the Reports module.

  2. Click the Customer Transaction Report link.
    The Customer Transaction Report screen appears.

  3. Specify the following field details.

Field

Description

From Date

Select the date from the drop-down list, from when you want to view the report.

To Date

Select the date from the drop-down list, till when you want to view the report.

Risk Rating

Select the risk rating from the drop-down list.

Transaction Type

Select the transaction type from the drop-down list.

Report Format Type

Select the appropriate report format from the drop-down list. For example, PDF

  1. Click the View button.
    A separate report window appears.

  2. View the report as required.