Dashboards
Edit dashboardReport Catalogue
New reportSubmission Register
Maker–checker: Generated (Maker) → Verified (Checker) → Approved (Approver) → Submitted. Whoever generated a return cannot verify or approve it; the verifier cannot approve it.| # | Report | Regulator | Period / Parameters | Generated | Rows | Status | Ack. No | |
|---|---|---|---|---|---|---|---|---|
by · verified · approved · submitted |
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| No generated returns yet. Run a report and click “Generate return”. | ||||||||
Compliance Calendar
| Due Date | Status | Report | Regulator | Frequency | Period End | Last Generated | |
|---|---|---|---|---|---|---|---|
| Prepare |
Report Builder
Datasets are configured under CBS Integration and map CBS fields to canonical names.
Parameters
| Name (@Name) | Label | Type | Default | Required | Options (Select) | |
|---|---|---|---|---|---|---|
Date tokens:
| Source field | Report header | Band (group header) | Format | Aggregate | Formula ([Field] refs) | Total | Width | Visible | ||
|---|---|---|---|---|---|---|---|---|---|---|
Header mapping: rename any CBS field to the regulator's column caption. Use “Band” to place columns under a spanning header (e.g. Overdue → Principal / Interest).
With Group-by fields set, columns with an aggregate are summarised per group. Formula columns are computed after aggregation (also on sub-totals).
Filters
| Field | Operator | Value (literal, @Param, a,b) | |
|---|---|---|---|
Filters bound to a blank optional parameter (e.g. Branch = @Branch) are skipped, so “blank = all”.
Calculated fields
| Name | Expression | Type | |
|---|---|---|---|
Row-level expressions: + - * /, IIF, IN, LIKE, ISNULL, LEN, SUBSTRING, CONVERT, AND/OR/NOT.
Report heads are used when Report Type = Head-based (regulatory formats such as Balance Sheet, CRAR, Asset Classification, GSTR-3B).
Report heads (line items of the format)
| Code | Particulars | Kind | Parent (for Total) | Formula ([CODE] refs) | Indent | Bold | ||
|---|---|---|---|---|---|---|---|---|
Item = values from mapped CBS rows · Total = sum of heads whose Parent is this code · Formula = amount computed from other heads · Ratio = percentage/ratio (not scaled by amount unit) · Heading = caption only.
Head mapping (CBS data → report head)
| Head | Source field | Operator | Value / codes / expression | To (between) | Sign | ||
|---|---|---|---|---|---|---|---|
Map GL codes, product codes, asset classes or any CBS attribute to a report head. Multiple mappings per head are added together; use sign − for deductions.
Dashboard Builder
Widgets
Widgets read their data from configured reports, so every dashboard figure is reconcilable to a report. For head-based reports use label column
__particulars.Datasets & CBS Field Mapping
Users & Audit Trail
Admin: users, masters, CBS integration · Designer: report & dashboard builders · Maker: generate returns · Checker: verify · Approver: approve · Viewer: dashboards and reports (read-only).
| User | Name | Roles | Status | Last sign-in | |
|---|---|---|---|---|---|
| Locked Must change password |
| When | User | Action | Detail | IP |
|---|---|---|---|---|
Masters & Settings
| Code | Name | Scope | Portal | |
|---|---|---|---|---|
| Code | Name | Order | ||
|---|---|---|---|---|