Document Summary Search Field Descriptions Field Type or Select *Direction Whether your summary report is for: Inbound documents Outbound documents Both *Start/End Date Date range for which you want your summary report. *Start/End Time Time period for which you want your summary. *Columns Column headings in the .csv file: Basic—Basic column headings Advanced—Basic column headings, plus sender name, receiver name, transaction count, and functional group count Document Type or Free Text Format Document type from the drop-down list. For example, INV—Invoice (810). If the document type is not listed, type it here. My Trading ID Trading ID for the account. My Qualifier or Free Text Format From the drop-down list, the qualifier for the account. If your qualifier is not listed, type it here. Partner Trading ID Trading Partner’s trading ID. Partner Qualifier or Free Text Format From the drop-down list, the Trading Partner’s qualifier. If your partner’s qualifier is not listed, type it here. ICN For EDI documents, the Interchange Control Number at the Interchange level.
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View or print a User Guide PDF