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 13. 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
- Track process efficiency
Creating
a Document Volume Report
The following procedure describes how to create a document
volume report:
- Click Tools > Document Volume Report.
The system displays the Document Volume Report Search window.
- Select the search criteria from the drop-down lists.
Table 14. 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.
Exporting
the Document Volume Report
- Click Tools > Document Volume Report.
The system displays the Document Volume Report Search window.
- Select the search criteria from the drop-down lists.
- Click Search. The system displays the
report.
- Click the Export report icon to export the report. Navigate
to the desired location to save the file.
Note:
Reports are saved as comma-separated value (csv)
files.
Printing
reports
- Click Tools > Document Volume Report.
The system displays the Document Volume Report Search window.
- Select the search criteria from the drop-down lists.
- Click Search. The system displays the
report.
- Click the Print icon to print the report.
