Overview
Once the data has been uploaded, you need to run Plan Post RE Report.
Navigation
Report manager Responsibility-> Financial Report Submission
Screenshot
Running Plan Post Report
• Once you click on Financial Report Submission, the following screen opens
• Enter the Report name, period as has been explained in above processes
• Click on Segment Override
• Once you click on Segment Override, the following screen opens
• Enter the Institute Code, Fund Type and Scheme code.
• In case you want to run the report on consolidated level, you need not do segment override
• Click on Apply
• Select the template in which you want to view the report
• Click on Next
• Save the file in the folder.
• Click on Next
Running the Report
• Select Repository Management
• Once you click on Repository Management, the following screen opens.
• Select the folder in which you have earlier saved the report
• Click on the report
Report Output
The following output opens.
