Report

SimpleEPT™ uses the popular Java reporting library JasperReports.

SimpleEPT™ has the following built-in reports: #. Compliance list alert detail report (WL alert). #. WL alert by Status. #. WL alert by Assigned To. #. WL alert by Organization Unit. #. WL alert by Hit Origin. #. SQL Query report. #. US regulatory reports, such as CTR, SAR, and EFile.

Note

SQL query type report will run the SQLscript and export the result as an Excel or PDF file. It requires some knowledge on our internal tables.

Click the Reports in the left navigation menu under Report Admin and a new Reports Tab folder will be created in the right panel. There are 3 sub-Tab folders: Search Reports, Search Result Reports and Create New Reports.

Reports search screen

Search Reports

Search Criteria

Field Name Description
Report Id This is the unique number for the Reports entry in the system .
Report Name Name of the Reports.
Report Type Select report type(s) in the dropdown list.
Org Unit Code Select values from the dropdown list.
Description The description of this report
CreatedByDate Date and Time when this entry is created
CreatedByUser User who create this entry.
ModifiedByDate Last modified date and time.
ModifiedByUser Last modified user.
AND Select AND radio box if you want those criteria add together.
OR Select OR radio box if you want to get the result if either criteria meet

Functional buttons

  • Find: – click Find button to search.
  • Clear:– click Clear button to clear all the criteria.

Search Result Reports

Reports search result screen

The top part is the table which shows the list of the reports that meet the search criteria. The bottom part is the details of the selected entry.

Update/Delete Reports

Double Click the selected record in the table to modify this entry. A new Tab folder Update/Delete Reports will be added, as shown below.

Reports update/delete screen

Functional buttons

  • Update: – make changes on the report and save and switch back to “Search result Reports” Tab. Some of the fields in this form are read only, like Report Id, created/modified user, and date. The configuration Data field is read only also; it can be modified via the Re-Configure button.
  • Reset:– reset the data to its initial value and discard all the changes.
  • Cancel:– Cancel this change and switch back to “Search result Reports” Tab.
  • Delete:– Delete this entry. Then switch back to “Search result Reports” Tab.
  • Re-Configure – Click this button to open a configure wizard to set up the configuration data, as shown below:
Reports configuration wizard step one

Click the Next Button to go to wizard step 2

Reports configuration wizard step two - search

It will show screens corresponding to the type of the report. For example, if the report type is WLA report, then it will show a watchlist alert search panel, allowing the user to select the watchlist alerts to be included in this report. It is pre-populated with the data in the Config Data field.

Set search criteria and then click the Find Button to get a list of watchlist alerts that meet the search criteria.

Reports configuration wizard step two - search result

Click the Next button to go to wizard step 3: Save the configuration

Reports configuration wizard step Three
  • Click Finish to save the configuration into Configuration Data field.
  • Click Cancel to discard those changes.
  • Get Report – Click this button to download the report file if it exists. Otherwise it will generate the report first.
  • Run/Rerun Report – Click this button to generate the report first and then download it.

Create New Reports

Select the “Create New Reports” Tab to create a new entry.

Reports create new screen
Field Name Description
Report Id This is the unique number for the Reports entry in the system .
Report Name Name of the Reports.
Report Type Select report type(s) in the dropdown list.
Org Unit Code Select values from the dropdown list.
Description The description of this report
Data Configuration data to define what watchlist alerts should be included in the report. User has to set the data value via Configure button.
CreatedByDate Date and Time when this Reports entry is created. It is a read only field.
CreatedByUser User who create this Reports entry. It is a read only field.
ModifiedByDate Last modified date and time; It is a read only field.
ModifiedByUser Last modified user; It is a read only field.

Functional buttons

  • Create: – Click the Create button to create a new Reports entry and switch to “Search result Reports” Tab. Report type and name are mandatory fields; if one of them is empty, an error message will appear. Data field must be set via Configure Button. If the Data field is empty, all the watchlist alerts will be included when the report is generated.
  • Clear:– Click the Clear button to clear all the fields.
  • Cancel:– Click the Cancel button to cancel the operation and switch back to the “Search result Reports” Tab.
  • Configure –Click the Configure button to open a configure wizard to set up the configuration data. (see Re-Configure in Update/Delete Reports section Update/Delete Reports).