Create and Manage Reports – iTrade Print

Ana Corbari

Modified on: Fri, 23 Oct, 2026 at 9:23 AM

Overview

This guide provides step-by-step instructions for creating, managing, previewing, and scheduling reports in iTrade.

The Report Designer allows administrators and authorized users to create custom reports, define report parameters, select products and entities, choose report columns, and schedule report generation. Reports can be downloaded in multiple formats for operational and management reporting purposes.

Prerequisite: Users must have the appropriate permissions to create and manage reports. If access is unavailable, contact your Bank Administrator.

Step 1: Access Report Designer

Navigate to: Administration ➜ Report Designer ➜ Create

The Report Designer screen will open, allowing you to configure a new report.

Step 2: Complete the General Details

Enter the required report information.

Report Name

Enter a unique name for the report.

Report Description

Enter a description to help users understand the purpose of the report.

Publish Report

Enable Publish Report if the report should be available to other authorized users.

Lines per Page

Specify the number of rows to be displayed on each page of the report.

Support Tip: Use meaningful report names and descriptions to make reports easier to identify and manage.

Step 3: Select the Product

Choose the Trade Finance product(s) to be included in the report.

The report can be configured for:

A single product
Multiple products

depending on the reporting requirement.

Examples may include:

Import Letter of Credit
Export Letter of Credit
Import Collection
Export Collection
Shipping Guarantee
Financing Request
Undertaking Advised

Step 4: Configure Report Columns and Parameters

Add the required columns and define the report criteria.

Configure any additional filters, sorting options, and report parameters required for the report.

Support Tip: Include only the columns required for the report to improve readability and performance.

Step 5: Save and Maintain the Report

Once the report configuration is complete:

Save the report.
Navigate to: Report Designer ➜ Maintenance

The Maintenance screen allows you to manage existing reports.

Step 6: Preview the Report

Locate the report in the Maintenance screen.
Click the Preview button.

The system will generate a preview based on the configured parameters.

Support Tip: Always preview the report before sharing or scheduling it to ensure the correct data is being returned.

Step 7: Download the Report

Generated reports can be downloaded in the following formats:

PDF
CSV
Spreadsheet

Select the required format and download the report for further analysis or distribution.

Step 8: Schedule a Report

To automate report generation:

Navigate to: Report Designer ➜ Schedule
Configure the schedule parameters.
Define the report frequency and timing.
Save the schedule.

Scheduled reports will be generated automatically according to the configured schedule.