EDI Reports Options

The various buttons and options available when working EDI Reports

Below are the different buttons and options available in the EDI Reports Screen and their explanations.

- Open and analyze the highlighted file.

- Saves any notes that have been entered for reports.

- Extract the file from the company and save it to your computer.

- Only active if a connection has been selected.  This button will activate the connection and download reports into the company file.

- Add reports from your computer into the company file.  When clicked, a browse window will appear allowing you to select a file.

- If others have downloaded reports, this button will reload the grid and show any new reports.

- Closes the EDI Reports window.

- This button has four options in the drop-down menu.

• Check All
• Uncheck All
• Check Selected – Check the reports that are highlighted
• Uncheck Selected – Uncheck the reports that are highlighted

Show Archived – When checked, will show reports that have been archived

– This button has four options in the drop-down menu

• Archive – Move into the archives.  The report is still in the system, it’s just not visible unless the ‘Show Archived’ is checked.
• Unarchived – Move out of archives
• Mark as Read – Mark the report as read.  Will not list the report in a bolded format
• Mark as Unread – Mark the report as new.  Will show the report in a bolded format

  – Deletes any checked reports