TRANSACTION REPORT¶

This guide provides detailed instructions on how to access the Transaction Report features.

Pre Condition¶

The user should be logged in with valid credentials. Ensure the following prerequisites are met:

• A Process should be established.
• A Dataset and Metadata should be set up.
• Samples should be generated for the uploaded data.
• Manual allocation should be done for the generated samples.
• A question set should be created with escalation fields to configure the Escalation Metrics.
• The audit in Agency Validation should be completed to export the report.

Permission Related to Transaction Report

• Can See Alchemy Left Menu
• Can See Normal Reports Left Menu
• Can View Transaction Report
• Can Export Transaction Report

Accessing "Transaction Report"¶

Step 1: Click on "Alchemy".¶

Step 2: Click on "Transaction Report".¶

NOTE: To view the Transaction Report in Alchemy, ensure that the appropriate user account permissions are granted in the User Setup - Roles and Permission.

• Can export Transaction report
• Can view Transaction report

To the right side, a tab will open with search fields.

Step 3: Process Selection¶

• Process: Select the primary process from the dropdown menu.
• Sub Process: Choose the relevant sub-process associated with the primary process.
• Sub Sub Process: Select the appropriate sub-sub-process from the dropdown menu.
• Stages: Select the stage related to the process.
• From Date: Click the calendar icon to select the starting date.
• To Date: Click the calendar icon to select the ending date.

Step 4: Click on "Search".¶

A tab will expand with the list related to the selected stage displayed below.

Local Filters¶

• The local filter fields correspond to the selections made in the Report Filter section in Stages.

NOTE: If no fields are selected in the Report Filter, the Local Filter will not be displayed.

Field Headers¶

• The field headers displayed are based on the selections made in the Report Fields section in Stages.

Manage Transaction Status Report Action¶

View¶

• Click on the "Eye icon".

A new tab will open displaying the information.

Export¶

• Click on "Export".
• An Excel file will download with the same fields displayed in the report.