Document Volume Report

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 33. 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:

Create a Document Volume Report

  1. Click Tools > Document Volume Report. The system displays the Document Volume Report Search screen.
  2. Select the search criteria from the drop-down lists.
    Table 34. 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.

  3. Click Search. The system displays the report.

Exporting the Document Volume Report

  1. Click Tools > Document Volume Report. The system displays the Document Volume Report Search screen.
  2. Select the search criteria from the drop-down lists.
  3. Click Search. The system displays the report.
  4. 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. The file name has an ".csv" suffix.

Printing reports

  1. Click Tools > Document Volume Report. The system displays the Document Volume Report Search screen.
  2. Select the search criteria from the drop-down lists.
  3. Click Search. The system displays the report.
  4. Click the Print icon to print the report.

Copyright IBM Corp. 2003, 2005