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
transaction splits by trading partners
KPI measurements such as e-invoice rates (including email and paper volumes)
error and rejection impact
throughput time SLAs.
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.
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 time selector
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 from the past 6 days and today, so in total from 7 days. 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.
Today view
The Today view shows daily transaction activity with up to 7 days of history. Some report components may vary based on the commercial offering.
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.
