Track and Trace application has additional reporting features providing real-time insights into transaction delivery on daily, weekly, and monthly scales.
Key features include:
status and arrival time charts
weekly volume and channel / doc. types
transaction totals by trading partners
transaction delivery delays against SLA
transaction total by trading partner
KPI measurements such as e-invoice rates (including email and paper volumes)
Users can also export data and gain access through a new user role with a simple "one-click" implementation, making setup fast and user-friendly.
Access rights
Reports in Track and Trace are currently available for Invoice Sending and Order2Cash customers. If you are using OpusCapita´s Invoice receiving or P2P product, the reporting is available in the earlier application version. Read more information about IR and P2P reports.
Similar to other BNP features, the reporting features are enabled with specific user role.
Access to Reports require “track” role and in addition to a new role “report“. This new role can be enabled by OpusCapita admin. More information about BNP user management: https://opuscapita.atlassian.net/wiki/x/KQDJ5QI
Once the role is enabled, users will have two additional tabs: “Today” and “Month” visible the Track and Trace application.
Data availability
Transaction data is calculated in real-time and reports updated simultaneously when the data becomes available in the Track and Trace search feature. Reports need to be enabled by an OpusCapita admin, and data will populate from that point onward. Historical data before the reports were enabled is not available. Depending on the report view, data is retained from 7 days (for daily views) to several years (for monthly views).
Filters and date/month selectors
Report content can be customized using data filters, which allow users to narrow down the information displayed in the report. Available filters include:
Business partner: Limits the report data to transactions associated with a specific company or companies.
Service profile: Shows data based on specific technical integrations, isolating information related to particular systems or ERP connections.
Document Type: Filters by the type of document, such as invoices, credit notes, orders, or order responses.
Direction: Focuses on the direction of the transaction, such as inbound or outbound.
Additional OC product related filters:
Client: Changes the report to different customer numbers you have with OpusCapita.
Commercial offering: Changes the product you have with OpusCapita, e.g. Invoice Sending or O2C product,
Business channel group name: Options are Business (default option) and Technical.
Business: Includes all transactions delivered between trading partners.
Technical: Includes transactions sent to extra destinations, such as the customer's own archive or back to the sender for backup.
In the Today view, you can select any day(s) from the past 7 days and today, so in total 8 days reporting period. To set a date range, select the start day and then the end day. To pick individual days (not a range), click each day twice.
In the Month view, you can select specific months and year for the report. Only one month can be selected at once. You can not select month range or full year.
Once the date(s) or month is selected, the report is automatically updated.
How to select dates:
Today's date is automatically highlighted
First click: Sets your start date
Second click: Sets your end date, completing the range
To select a single date: Click once to set the start date and leave it
Note: After selecting a range, you can start a new selection by clicking any date.
Today-view
The Today-view provides a real-time overview of daily transaction activity, with the option to view up to 7 days of historical data. Report components may vary depending on the specific commercial offering. This feature is designed for efficient, daily monitoring of transactions, ensuring timely insights. For broader analysis, the report's coverage can be extended to include a full 7-day view.
Status cards
Quick overview cards displaying how many transactions has been arrived on selected day and the processing statuses.
Total number on transaction arrived on selected day.
Amount of transactions processing completed. Sub statuses: confirmed by recipient, no reply from recipient and archived invoices.
Amount of transactions with unfinished processing. Sub statuses: processing, in delivery in the rest API endpoint and cancelled delivery.
Amount of transactions that either in error or rejected.
Week volume and channel chart
Available for Invoice Sending customers: Double-bar chart displaying total number of invoices arrived to Business Network each day. Chart is split to total number of transaction and distinct invoices. It may happen that invoice is processed twice, in such case there are two transactions, but one distinct invoice.
Hovering cursor over the day bar, displays the exact volume for distinct invoices and transactions.
Pie chart summarizing the users outbound channels and percentages how the invoice was sent to the recipient. Depending on the customer setup, the delivery options are electronic, email and paper (print).
Week volume and document type chart
Available for Order2Cash customers: Double-bar chart displaying total number of transactions arrived to Business Network on each day. Chart is split to total number sent and received transactions. Hovering cursor over the day bar, displays the exact volume for sent and received transactions.
Pie chart showing the document type volume in percentages.
Transactions per hour
This line chart in 30-minute intervals, displays when transactions arrived on the Business Network. It shows data on one day, and if a data range is selected, the chart shows the last day of the range. Hovering cursor over each data point, displays the exact volume for transactions arrived during that 30min interval.
By observing real-time transaction trends, users can ensure that their systems are prepared to handle varying data volumes, contributing to better resource allocation and performance.
Errors
If a transaction encounters an error during processing, it appears in the Errors table. This table shows the document type, customer name, and an OpusCapita support ticket ID, which is automatically generated when errors occur. The ID usually starts with "PI-" followed by a unique incident number, which can be referenced when contacting OpusCapita customer service for follow-up. Transaction disappears automatically from the error-list once the error if fixed.
The Errors-list has summary data of:
Total number of transaction in error on selected day(s)
Number of your customers whose transaction is in error
Total net value of transactions in error
The 
button allows users to open the transaction in a new browser tab, leading to the search view where additional details about the transaction are available.
The first row is a filter row where you can enter any text to narrow down the list based on matching criteria.
The list is exportable to .csv file via the 
button.
Rejections
A transaction can be rejected in the Business Network or by the transaction recipient. Typical rejection reasons are:
Validation issue: invalid or missing content in the transaction, i.e. not passing the content validation
Recipient not found: either email address or routing id is unknown
The Rejections-list has summary data of:
- Total number of rejected transaction on selected day(s)
- Number of your customers whose transaction is rejected
- Total net value of transactions rejected
In the list view, each rejected transaction is displayed with its document type, customer name, and rejection reason. The button allows users to open the transaction in a new browser tab, leading to the search view where additional details about the transaction are available.
The first row is a filter row where you can enter any text to narrow down the list based on matching criteria.
The list is exportable to .csv file via the 
button.
Company split - daily
In this table view, transactions are grouped by customer. It summarizes the daily document volume and total value of invoices or orders per customer. Company split is also useful to discover which outbound billing channel (electronic, email or paper) or operator name for O2C messages.
Table columns:
Sender
Receiver
Customer number
Available for Invoice Sending customers:
Channel category (electronic, email or paper)
Number of distinct invoices
Debit net
Credit net
Currency
Amount of successfully delivered invoices
Available for Order2Cash customers:
Channel name (operator name)
Order
Order confirmation
Order rejection
Despatch advice
Debit invoice
Credit invoice
Above document type columns are split to volume and net value columns
The table content is exportable to .csv file via the button.
Month view
The Month-view dashboard offers a comprehensive overview of key performance indicators (KPIs) for monthly analysis. It includes metrics such as transaction volume, throughput time (SLA compliance), and e-invoice ratio, providing valuable insights into operational performance over the month.
KPI indicators
Monthly total transaction volume
Number of transactions over the agreed SLA time limit
Percentage of successfully delivered transactions within SLA time limit
E-invoice ratio (available for Invoice Sending customers)
Month volume and channel chart
Available for Invoice Sending customers: Double-bar chart displaying total number of invoices arrived to Business Network each month. Chart is split to total number of transaction and distinct invoices. It may happen that invoice is processed twice, in such case there are two transactions, but one distinct invoice.
Hovering cursor over the month bar, displays the exact volume for distinct invoices and transactions.
Pie chart summarizing the users outbound channels in each month and percentages how the invoice was sent to the recipient. Depending on the customer setup, the delivery options are electronic, email and paper (print).
Month volume and document type chart
Available for Order2Cash customers: Double-bar chart displaying total number of transactions arrived to Business Network on each month. Chart is split to total number sent and received transactions. Hovering cursor over the month bar, displays the exact volume for sent and received transactions.
Pie chart showing the document type volume in percentages.
SLA delays and throughput time limits
Calendar view displaying number of transactions that are delivered over the agreed delivery throughput SLA. Each channel (IS) and document type (O2C) specific SLA can be monitored separately.
Individual transactions with delivery delays are listed separately, offering detailed insights into each delayed transaction.
Company split monthly
In this table view, transactions are grouped by customer. It summarizes the daily document volume and total value of invoices or orders per customer. Company split is also useful to discover which outbound billing channel (electronic, email or paper) or operator name for O2C messages.
Table columns:
Sender
Receiver
Customer number
Available for Invoice Sending customers:
Channel category (electronic, email or paper)
Number of distinct invoices
Debit net
Credit net
Currency
Amount of successfully delivered invoices
Available for Order2Cash customers:
Channel name (operator name)
Order
Order confirmation
Order rejection
Despatch advice
Debit invoice
Credit invoice
Above document type columns are split to volume and net value columns
The table content is exportable to .csv file via the button.