Custom Reporting

Reporting that matches how you operate — not a one-size-fits-all dashboard.

Standard reports rarely answer the real questions: which partners create the most exceptions, what’s delaying invoices, where volume is growing, and what’s changed over time.

Custom Reporting lets you filter, segment and review operational data across partners and document flows, so you can improve performance and stay ahead of issues.

The problem it solves

Without meaningful reporting, teams end up working reactively:

• you spot issues only after partners complain

• invoice rejects and missing acknowledgements go unnoticed

• you can’t see where automation is working (or failing)

• it’s hard to forecast volume and support requirements

• exporting data for analysis becomes a manual task

Custom Reporting gives you visibility across the platform, using the data you already generate.

What Custom Reporting does

Build reports around partners, documents and time ranges

Filter reporting by:

• trading partner

• document type

• status (success, failed, rejected, pending, etc.)

• date ranges and trends

• environment or workflow (where applicable)

Track performance and exceptions

Identify recurring issues and patterns such as:

• frequent rejects by partner

• validation failures by document type

• spikes in volume or failures

• stalled flows and delayed acknowledgements

Create operational clarity across teams

Reporting can support finance, ops, support and IT with consistent metrics and shared visibility.

Exportable insights

Use reporting outputs for internal reviews, reconciliation, service reporting, or continuous improvement work.

How it works

1) Choose what you want to measure
Select partners, document types, statuses and time windows.

2) Segment and compare
Break data down by partner, flow or timeframe to spot changes and trends.

3) Act on exceptions
Use reporting to prioritise fixes that reduce noise and improve throughput.

4) Share outcomes
Use exports or dashboards to keep stakeholders aligned across departments.

Key benefits

• Clear operational insight: understand what’s happening across all flows

• Fewer repeat issues: identify root causes and prevent recurring failures

• Better partner management: track performance and expectations

• Improved forecasting: plan around volume changes and peak periods

• Stronger governance: support internal reporting and audit requirements

Best-fit use cases

• Multi-partner environments with varied requirements

• Teams needing weekly/monthly performance reviews

• Finance teams monitoring invoice acceptance and rejects

• Ops and support teams tracking failure rates and backlog

• Businesses scaling EDI and wanting visibility as complexity grows

FAQ

What can we report on?
Typically partner activity, document volumes, statuses, exceptions, and processing trends over time. Exact metrics depend on your configured flows.

Can we filter reports by trading partner and document type?
Yes — Custom Reporting is designed around partner and document segmentation, with flexible filtering.

Can reports be exported?
Yes — reporting outputs can be exported for sharing, analysis, or reconciliation workflows.

Is this useful for finance teams as well as technical teams?
Yes — finance can track invoice outcomes and rejects, while ops and IT can focus on throughput, exceptions and partner performance.