Report: Download

When you have matched and merged all or Direct Bill transactions in a download file, print the Download Report. The report lists transactions that require further attention and may not have loaded completely. If a transaction was not loaded, a message appears on the report telling you why. The Troubleshooting Download Messages topic provides more information about the messages and their solutions.

Report Selections

Data/Printing Selections	What is this?
Company	Select (All) or the company whose download report you want to print, view, or export.
Process Date	Select the Process Date option to choose a specific download process date from the list. This list is in descending order. Select the Date Range option to choose a range of process dates using the date picker, or enter the dates in the From and To fields. Select the From List option to choose from a list of pre-defined date ranges.
Date Range
From List
Representative	Select (All), multiple or one representative whose download transactions (rep assigned to the customer) you want to print, view, or export.
Report Category	Select (All) error/message categories or a specific category to limit the report to only the transaction rows that match the selected category. For definitions of the categories, see Troubleshooting Download Messages.
Print Totals Only	Check this box to print totals only for all of the Report Categories: When checked, the Report Category selection reverts to All and is disabled: Direct Bill Warning Field Reject File Reject Group Reject Message Reject Other Transaction Reject Warning
Print Cover Page	Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.
Description	Accept the default description, or enter a new one that describes the report you are requesting.

Report Fields

Report Fields	Description
Company	The name of the download company.
Customer	The name of the customer whose policy was downloaded.
Rep	The primary representative entered on the policy. If one does not exist, then get the representative entered on the customer.
Policy number	The policy number assigned by the company.
Term	The effective and expiration dates of the policy.
Line of Business	The line of business for the policy.
Effective	The transaction effective date of the downloaded policy image.
Transaction	The type of transaction being downloaded.
Status	Whether or not the policy was merged (loaded) into your database.
Message Seq No	The number assigned to the group of download transactions. A group of download transactions sent together by a company is referred to as a "message."
Transaction Seq No	The number assigned to the transaction within the download file or "message."
Message Text	Information about why the download transaction was not loaded or needs attention.
Error/Message Categories	For definitions of the categories, see Troubleshooting Download Messages.
Totals	The total numbers of the following in the download file or "message.": Loaded Transactions Rejected Transactions Transactions Needing Assignment Transactions Deleted Total Transactions

CSV Columns

CSV Columns	Description
Process Date	The download process date.
Company	The name of the download company.
Report Category	The error/message categories.
Customer	The name of the customer whose policy was downloaded.
Policy Number	The policy number assigned by the company.
Policy Term	The effective and expiration dates of the policy.
Transaction Effective Date	The transaction effective date of the downloaded policy image.
Transaction	The type of transaction being downloaded.
Transaction Status	Whether or not the policy was merged (loaded) into your database.
Executive	The primary executive entered on the policy. If one does not exist, then get the executive entered on the customer.
CSR	The primary representative entered on the policy. If one does not exist, then get the representative entered on the customer.
Broker	The broker entered on the policy. If one does not exist, then get the broker entered on the customer.
Division	The division on the policy. If one does not exist, then get the division entered on the customer.
Department	The department on the policy. If one does not exist, then get the department on the customer.
Line of Business	The line of business for the policy.
Message Seq #	The number assigned to the group of download transactions. A group of download transactions sent together by a company is referred to as a "message."
Transaction Seq #	The number assigned to the transaction within the download file or "message."
D/L Message	Information about why the download transaction was not loaded or needs attention.