Menu Path: Electronic Data Interchange Reports EDI Activity Report
Create a report to display EDI activity.
Use EDI Activity Report to create a report of EDI activity, including transactions that were processed.
NOTE This report is only used with EDI Transaction Management. It does not report EDI Gateway activity.
You can filter the report to display activity for all or specific network IDs, trading partners, customer service teams, directions, form types, and archive dates. You can also select whether the report only includes unreported activity.
The report can be output in Summary or Detail mode. In both modes, the report shows which transactions were sent/received for each trading partner, and the number of times each transaction was sent/received. In Detail mode, the report also shows each individual transaction for each trading partner, similar to EDI Task Management.
To output the EDI Activity Report:
Select filter criteria for the EDI activity you want to include on the report.
Select whether to output a summary or detail report.
Click the Print Options tab.
Select a report output option and processing option.
Click the Print button in the ribbon to output the report.
Button |
Description |
Exit |
Click this button to close the EDI Activity Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Select this check box to include activity for all networks on the report. This check box is selected by default. |
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Enter a network ID for which to include activity on the report, or click the Lookup button to select a network ID. This field is only enabled if you clear the All Networks check box. |
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Select this check box to include activity for all trading partners on the report. This check box is selected by default. |
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Enter a trading partner ID for which to include activity on the report, or click the Lookup button to select a trading partner ID. If you want to include activity for a range of trading partner IDs, enter the first trading partner ID in the range. This field is only enabled if you clear the All Trading Partners check box. |
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Enter the last trading partner ID in a range of trading partner ID's for which to include activity on the report, or click the Lookup button to select a trading partner ID. If you only want to include activity for a single trading partner ID, you can leave this field blank. This field is only enabled if you clear the All Trading Partners check box. |
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Click this button to display Select Trading Partner, which allows you to select multiple trading partners for which to include activity on the report. If you click this button and select trading partners, the check box to the right of this button is selected. This button is only enabled if you clear the All Trading Partners check box. |
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Select this check box to include all activity for all customer service teams on the report. This check box is selected by default. |
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Enter a customer service team for which to include activity on the report, or click the Lookup button to select a customer service team. If you want to include activity for a range of customer service teams on the report, enter the first customer service team in the range. This field is only enabled if you clear the All Customer Service Teams check box. |
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Enter the last customer service team in a range of customer service teams for which to include activity on the report, or click the Lookup button to select a customer service team. If you only want to include activity for a single customer service team on the report, you can leave this field blank. This field is only enabled if you clear the All Customer Service Teams check box. |
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Click this button to display Select Customer Service Team, which allows you to select multiple customer service teams for which to include activity on the report. If you click this button and select customer service teams, the check box to the right of this button is selected. This button is only enabled if you clear the All Customer Service Teams check box. |
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Select this check box to include both incoming and outgoing EDI activity on the report. This check box is selected by default. |
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Select whether to only include incoming or outgoing EDI activity on the report. This radio set is only enabled if you clear the All Directions check box. |
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Select this check box to include activity for all EDI form types on the report. This check box is selected by default. |
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Enter an EDI form type for which to include activity on the report, or click the Lookup button to select an EDI form type. If you want to include activity on the report for a range of EDI form types, enter the first EDI form type in the range. This field is only enabled if you clear the All Form Types check box. |
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Enter the last EDI form type in a range of EDI form types for which to include activity on the report, or click the Lookup button to select an EDI form type. If you want to only include activity for a single EDI form type, you can leave this field blank. This field is only enabled if you clear the All Form Types check box. |
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Click this button to display Form Type List, which allows you to select multiple EDI form types to include on the report. If you click this button and select form types, the check box to the right of this button is selected. This button is only enabled if you clear the All Form Types check box. |
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Select this check box to include activity for all archive dates on the report. This check box is cleared by default, and is only enabled if the Unreported Activity Only check box is cleared. |
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Enter an archive date for which to include activity on the report, or click the drop-down arrow to select an archive date. If you want to include activity for a range of archive dates, enter the first date in the range. This field is only enabled if the All Archive Dates check box is cleared. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. This defaults to the current date. |
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Enter the last archive date in a range of archive dates to include on the report, or click the drop-down arrow to select an archive date. This field is only enabled if the All Archive Dates check box is cleared. If you only want to include activity for a single archive date, you can leave this field blank. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. This defaults to the current date. |
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Select this check box to only include unreported activity (activity that has occurred after the last time this report was run) on the report. This check box is cleared by default. This option is intended for use with Scheduling Assistant, so that you can output the report on a recurring basis, and only include activity for a single day each time the report is output. |
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Enter the first date for which to include unreported activity on the report, or click the drop-down arrow to select a date. This field is only enabled if you select the Unreported Activity Only check box. This defaults to the current date. |
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Select whether to output a summary or detail version of the report. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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