Generating reports in myFileGateway

You can generate reports to get lists of your transactions that match the criteria you specify. You must be either the producer or consumer in the transaction for it to be in your reports. From the reports, you can learn the number and size of file transfers by producer or consumer, and the number of failed, successful, and in progress transfers.

To generate reports:

  1. In myFileGateway, click on the Reports tab.
  2. Select the information you would like the report to contain. Leave any field blank to select all possible values. Options are:
    Producer
    Indicate if you were the producer on activity to include in the report.
    Consumer
    Indicate if you were the consumer on activity to include in the report.
    Status
    Select from:
    • Started - includes Determining Delivery and Delivering
    • Succeeded - includes Complete
    • Failed - includes Failed
    Date (From)
    Click on the calendar icon to select a starting date.
    Date (To)
    Click on the calendar icon to select an ending date.
    Time (From)
    Specify a time in the format hh:mm:ss.
    Tip: Query in server time. Report results will be in server time, regardless of the header label.
    Time (To)
    Specify a time in the format hh:mm:ss.
    Tip: Query in server time. Report results will be in server time, regardless of the header label.
    Group By
    Select from:
    • Producer
    • Consumer
    Format
    Select from:
    • HTML
    • PDF
    • XLS
    Report Type
    Select from:
    • Detailed - includes a Producer ID (assigned by the system), Consumer, Discovery Time, Completion Time, Status, Original File Name, and File Size
    • Summary - includes Total File Size and Total Count by Success, Error, In Progress, and Failure Reviewed
    Tip: Error count is the number in Failed status that have not been reviewed.
    Sort By
    Select from:
    • Status
    • File Name
    • File Size
    Restriction: (V2.2.6 or later) If your Administrator configures the network with restrictions, reports are not available.
  3. Select Generate Report.
    Depending on your selections, the report has the following contents:
    Created On
    Date and time report was requested
    Created By
    User ID that requested the report
    Group By
    How the data is grouped
    Report Config
    Selections made for report
    Filters
    How the data is ordered
    Producer ID
    User ID that created and sent the file
    Consumer
    Partner that received the file. The Consumer Name is listed, if available. If Consumer Name is not available, the Consumer Code is listed, delineated by <>.
    Discovery Time
    Time file first entered system, in the server time zone, regardless of the header label
    Completion Time
    Time file transfer was completed, in the server time zone, regardless of the header label
    Status
    Status when report was generated
    Original File Name
    Name given to the file by the producer
    File Size
    Size of the transferred file
    Summary
    • Producer
    • Total File Size
    • Total Count
    • Success
    • Error
    • In Progress
    • Failure Reviewed
    For each producer, the total file size transferred in the report period, total count of files transferred in the report period, and a count for each status category. The Producer Name is listed, if available. If Producer Name is not available, the Producer Code is listed, delineated by <>.
    Tip: Error count is the number in Failed status that have not been reviewed.
    Restriction: By default, reports only include the first 1000 activity records that match the specified criteria. Your System Administrator may set another value for the number of records to be included in reports.
    Tip: Users with Microsoft Internet Explorer 7 may not be able to open more than one PDF type report at a time due to Internet Explorer 7 content blocking security. Close the original report window or adjust Internet Explorer 7 browser setting or configure Adobe Reader to not open in a browser (and instead open in an Adobe window).

    In Internet Explorer 7, select Internet Options > Security (tab) > Custom level > Downloads > Automatic prompting for file downloads > Enabled.

    In Adobe Reader, select Preferences > Display PDF in browser > disabled.