Managed Services Transaction Summary Report

The Transaction Summary Report shows your trading partners’ monthly document and character count at the transaction level. The transaction type and direction is also listed.

To open the Managed Services Transaction Summary Report

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

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

The Transaction 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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