Registration Reports

Viewing the Report

The Portal enables users to view a Report of Registration Holdings for an accounts linked registrations, they have the option to view one or more linked registration accounts within the table.

To 'view the 'Report of Registration Holdings' you must:

Navigate to the 'Registration Details' table
Select the records you would like to view in the report using the check boxes on the side of the table
Click on the 'View Report' button
In the drop down menu, select 'View Report for x selected item'

Depending on which columns are displayed in the table when the user clicks on the 'View Report for x selected items' button, only those fields will be displayed in the report. If the user wanted to see additional fields they would need to update the table to include the additional columns - see Registration Reports on how to update the table.

The report can be printed by clicking on the 'Print' button located at the bottom of the report.

When multiple registrations are displayed in the report they are set in an accordion style layout which gives the ability to collapse and expand the details of the records

Exporting to PDF

This report can also be exported into a PDF, with a range of options enabling the user to indicate what they would like to export (e.g., include page break for each registration, include the Customer Account Number, ect.).

To export the report into a PDF you must:

Navigate to the 'Registration Details' table
Select the records you would like to view in the report using the check boxes on the side of the table
Click on the 'View Report' button
In the drop down menu, select 'Export Report to PDF'

This export function is only available within Customer accounts, a Regulator user must use the impersonation functionality to use this.

Option	Output
Page Break (up to 200 rows)	This option exports a maximum of 200 records, it will take into account any filters you have applied on the table at the time of generation. Will put a page break in after each registration record
Export all registration fields	Yes - the export will include all 56 registration fields (VIN, Plate, Garage Address, etc.) for each record No - the export will only include those registration fields (VIN, Plate, Garage Address, etc.) displayed in the table at point of generation for each record
Display Account Number	Checked - the export will not include the Customer Account Numbers of each of the linked registration accounts displayed in the report Un-Checked - the export will include the Customer Account Numbers of each of the linked registration accounts displayed in the report