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Edit Report

To Edit existing report,

  1. Go to Manage Reports Page
  2. Find the report in the list using “Search” if required 
  3. Click Report “Name” or select report using checkbox and click “Edit” button
  4. Report details page will appear
  5. Select “Report Settings” from the left panel, edit details as required and save the report. If any analysis impacting changes are made like, add/ delete bank statement file(s), add new Bank Account, delete Bank Account, add/ delete sanction limit etc., corresponding analysis will be re-generated, and status updated 
  6. Click “Refresh” button to view the latest status