Viewing a Trading Partner Report

To view a Trading Partner Report

1	Select a single account (PSN).

2	Click the Reports tab > Trading Partner.

The page displays the trading partners with which you have exchanged interchange-level documents using the Inovisworks network.

3	Perform the appropriate action:

If you want the report to include...	Do this...
Account (PSN) level information (eliminates redundant trading ID/qualifiers)	4 Select Account (PSN). 5 Click Refresh List.
Transaction level (GS or functional group level) or XML or binary information	6 Select Include GS level trading partners. 7 Click Refresh List.
Usage information for the trading partner for the previous month	8 Select Show Usage. 9 Click Refresh List.
Trading partner contact information	10 Select the trading partner. 11 Click View.

12	Based on your selections, the report opens (see “Trading Partner Report Column Descriptions” on page 100). The graphic shows additional fields that display when Show Usage is selected.

13	To download the report, click Download CSV File (see “Downloading a Trading Partner Report” on page 100).

14	To return to the list page, click the List breadcrumb.

View or print a User Guide PDF

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