Pre-Built Task Reports

Transaction Manager Reporting includes the pre-built task reports outlined below. Steps for running the Duplicate Document Numbers report from the Task Reports folder is provided in the section that follows.



Where:

Report

Settings

Duplicate Control Numbers

Trading Partners = All
Documents = All
Date Range = All
Report Type = Duplicate Control Numbers Report
Advanced - Transaction Direction = Incoming Transactions, Outgoing Transactions

Duplicate Document Numbers

Trading Partners = All
Documents = All
Date Range = All
Report Type = Duplicate Document Numbers Report
Advanced - Transaction Direction = Incoming Transactions, Outgoing Transactions

Unacknowledged Transactions

Trading Partners = All
Documents = All
Date Range = All
Report Type
= Unacknowledged Transactions Report
Select Task(s) = Not Completed
Advanced - Transaction Direction = Incoming Transactions, Outgoing Transactions

 

Duplicate Document Numbers

To run this report:

  1. Select Transaction Manager > Reports on the Foundry   Menu to launch the Reports workspace.

  2. Select Duplicate Document Numbers under Task Reports in the reports menu. 

  3. If the report does not run automatically, click  Create Report on the action bar. Once the report is generated, data can be exported to an Excel spreadsheet or emailed as a PDF file.

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