Data receipt reporting

As a system administrator, you can turn on data receipt reports.

A data receipt report is an automated email that is sent to specified contacts when data is loaded, informing them of the success, or partial success, of the file that was loaded.

Note:

The report can be sent to any number of contacts within an organization.
All designated contacts receive the same receipt report and receive all receipt reports, regardless of the source or data type.
If a file completely fails, that is 0 rows are read or the file is not picked up by the connector, then no receipt report will be generated.

For information about the report, see Data receipt report.

Setting data receipt report preferences

To turn on data receipt reports, as a system administrator, from the main menu, click Admin > Organization Preferences.

Internal Data Automation and Third Party Data or Supplier Data

Note: The settings for Internal Data Automation and Third Party Data or Supplier Data should have the same settings.

If the question Will you be providing automated data from internal resource to the platform is set to Yes, then the platform will send the receipt report if the source of the data came from an approved internal email list.

If the question Do you require notification of any data so supplied at organization level? is set to Yes, then you need to specify who will receive the report for data suppliers at an organization level, that is contacts with the work role Data Manager or contacts with the work role Data Assurance. This setting is the minimum that needs to be set for the data receipt to be sent to the designated contacts.

If you have Group level users who need to receive reports for files that contain data only for their group, then you should select the relevant advisory option. This option is usually not relevant to most organizations.

If you have Location level users who need to receive reports for files that contain data only for their location, then you should select the relevant advisory option. This option is usually not relevant to most organizations.

Note:

If the data receipt report is not being emailed to the designated users as expected, check the following items:

The user has the correct email address setup in their contact. For more information, see Creating contacts and logins.
A login is created for the user with the correct level of access.
This user is given the appropriate work role (Data Manager or Data Assurance) created with the correct level of access.

For more information, see Creating users.