Managed Services Document Summary Report

The Document Summary Report shows you a monthly document and character counts by trading partners and document types.

To open the Managed Services Document Summary Report

1	Click Reports tab > Managed Services > Document Summary Report.

2	Use the current month (default) or select the month from the drop-down list, and click Go.

The Document Summary Report opens.

3	To download the report to a .csv file, click Download CSV File.

You can then import the report into a spreadsheet for presentation and printing.

Note: CSV download is not an option if your report contains zero rows.
Your report does not open within Inovisworks if it is more than 100 rows, and must be downloaded as a .csv file.

View or print a User Guide PDF

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