Product: Transaction Manager

Article Link: http://help.truecommerce.com/en/articles/2888902-transaction-manager-reports-overview

To create and generate different types of reports, select Reports from the Transaction Manager menu:
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This takes you to the Reports workspace, which is divided into two sections.

When you run a selected report, the generated results will display in a new window.

Clicking the back arrow on the Foundry page header, returns you to the Reports workspace. See Transaction Manager Reporting in the Transaction Manager User Guide for complete documentation on creating, generating and editing reports.

The reports menu on the left of the workspace lists all available reports under the categories of Summary Reports, Trading Partner Reports, and Task Reports. Criteria for the reports in this menu can be pre-built or user-defined:

Pre-Built

Transaction Manager includes a set of commonly-used reports, ready-made for your convenience. This includes defaults for purchase orders and daily transactions.

User-Defined

There is also functionality for you to provide the criteria to compose and save your own reports.

For a quick summary of selected documents, use the Transaction History Report feature from the Transactions workspace.

Is there a report that will show all of the transactions that failed for a particular week/month?

There is no report for this. Failures are normally reported to a vendor via an email, but can also be reported via an EDI 824 (Application Advice) or an EDI 864 (Text message).

Is there a report that will show items sold by a customer?

There is no report for this at this time within the Transaction Manager Reports feature.

Can I print a report that shows item quantity and price?

Reports will show header level information only.

rev: 01/30/24