Reports for Trading Grid Messaging Service : Functional Acknowledgement Management (FAM) : Filter Report Data
Filter Report Data

You can define data filters and apply them to your FA Management reports to get the exact data that you want.

To filter report data on FAM reports

1
Click the Reports tab > Functional Acknowledgement Management.
2
On the left, select the name of the report you want to view:
*
All Tracked
*
Compliant
*
Late
*
No Acknowledgment
*
Excluded from Tracking
3
In the statistical area at the top, click Set Filter.

The Functional Acknowledgement Filters page opens.

4
In the Filter Name field, enter the name of the filter you are creating.
5
Enter your filtering criteria:
Filter Options
Description
Time to Delinquency
Select the number of hours after receipt that the trading partner(s) has to acknowledge all documents or document groups.
Functional Group/Document Type
Click Browse to find and select a specific document type. If you do not make a selection, data for all document types shows in the reports.
Your EDI Address
Click Select to select which of your EDI addresses to see reports for. If you do not make a selection, data for all of your EDI addresses shows in the reports.
Trading Partner EDI Address
Click Select to select which of your trading partner EDI addresses to see reports for. If you do not make a selection, data for all EDI addresses for all trading partners shows in the reports.
Important: Any filter parameter you enter overrides the corresponding parameter that was defined in the Event alerts or FA Management alerts. If there is no corresponding Event alert or FA Management alert parameter, and you do not enter a filter parameter, an “ALL” applies for that parameter.
6
To apply the filter to your current report data, select the Apply This Filter option.
7
Click Create New Filter.

Your filter displays in the list at the top of the page. The filter remains active until you deactivate it.

To deactivate, modify, or delete the filter

Use this procedure to deactivate (or re-activate) the filter, modify the filter, or delete the filter.

1
Click the Reports tab > Functional Acknowledgement Management.
2
On the left, select the name of the report you want, either:
*
All Tracked
*
Compliant
*
Late
*
No Acknowledgment
*
Excluded from Tracking
3
In the statistical area at the top, click Set Filter.

The Functional Acknowledgement Filters page opens.

4
Click the Filter Name to re-activate, deactivate, modify, or delete.
5
Perform the appropriate action:
To . . .
Do this:
Delete the filter
Click Delete.
Deactivate the filter
Clear (deselect) the Apply This Filter check box.
Modify the filter
Change the filter parameters.
Re-activate the filter
Select the Apply This Filter check box.
6
Click Update.

16.2 release. Updated October 23, 2016


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