The Document Volume Report is a valuable tool used to manage, track, and
troubleshoot the flow of your business documents. The report displays
the volume of documents processed by the system within a specific time
period. This report can be viewed, printed, and saved (exported) to
send to other staff members.
You can customize this report to view information based on specific search
criteria.
The Document Volume Report shows the number of documents currently in
process by their state:
Table 32. Document States
Value
| Description
|
Total Received
|
The total number of documents received by system.
|
In Progress
|
Documents that are In Progress are being tested and validated. No
error has been detected, but the process is not yet complete.
|
Failed
|
Document processing was interrupted due to error.
|
Successful
|
The final message that completes document processing has been transmitted
from the system to the target participant.
|
Use this report to perform the following tasks:
- Determine if key business processes have completed.
- Track trends in process volume for cost control.
- Manage process quality - success and failure.
- If you are the Community Manager, help participants track process
efficiency.
- Click Tools > Document Volume Report. The
system displays the Document Volume Report Search screen.
- Select the search criteria from the drop-down lists.
Table 33.
Document Volume Report Search Criteria
Value
| Description
|
Start date & time
|
The date and time the process was initiated.
|
End date & time
|
The date and time the process was completed.
|
Source Participant
|
The participant that initiated the business process (Community Manager
only).
|
Target Participant
|
The participant that received the business process (Community Manager
only).
|
Search on
|
Search on From document flow or To document flow.
|
Gateway Type
|
Production or test. Test only available on systems that support the
test gateway type.
|
Package
|
Describes document format, packaging, encryption, and content-type
identification.
|
Protocol
|
Type of process protocol, for example, XML, EDI, flat file.
|
Document Flow
|
Specific business process.
|
Sort By
|
Sort results by this criteria (Document Flow or Target Document
flow).
|
Results Per Page
|
Number of records displayed per page.
|
- Click Search. The system displays the report.
- Click Tools > Document Volume Report. The
system displays the Document Volume Report Search screen.
- Select the search criteria from the drop-down lists.
- Click Search. The system displays the report.
- Click
to export the report. Navigate to the desired location to
save the file.
- Note:
- Reports are saved as comma-separated value (.CSV) files. The
file name has an ".csv" suffix.
- Click Tools > Document Volume Report. The
system displays the Document Volume Report Search screen.
- Select the search criteria from the drop-down lists.
- Click Search. The system displays the report.
- Click
to print the report.
