Reports

Currently the only report available in Exchange is the Trading Partners report, which displays information on all companies from whom you receive files.

To run the report, from the Exchange home page, click the Exchange Menu button in the top right corner and select Reports.

You may choose to export the data from either ECS Partners  to CSV format by selecting CSV from the Export drop down menu.

To narrow the results, type a portion of the content of any of the columns in the Find In ESC Partners: field. The list refreshes automatically as you type.

To sort by any of the columns present, click the column header. To sort in the reverse order, click the column header again.  The header of the column currently used as a sort displays in italics with an upward arrow if sorted in ascending order and a downward arrow if sorted in descending order.

Data in the ECS Partners list displays in the following columns:

• Company Name: Name of insurer.
• Set Name: Name of the insurer that owns the Lead Mailbox.
• Lead Mailbox: Mailbox that initiated the trading partnership.
• Partner Status: Can be any of the following:
• • Confirmed: You are currently able to receive files from this mailbox.
  • New: You have not connected to Transfer Manager since the partnership was added, and registration is not fully processed.
  • Nominated: You will be added as a partner during the next registration cycle.
  • Sent: Partner configuration files generated by registration have been sent to you and are awaiting acknowledgement of receipt.
  • Waiting: You have not logged in to ECS recently or do not yet have an ECS mailbox.
  • Pending: You are a candidate to be added as a trading partner (must first be given a status of Nominated).
  • Pending Delete: This partnership will be deleted during the next registration cycle.
• State: Always displays as A (Active).
• Direction: Indicates how information is being sent for this trading partnership.
• • Send Only: The Lead Mailbox can send data to you, but you cannot send data to the Lead Mailbox.
  • Send & Receive: The Lead Mailbox can send data to you and you can send data to the Lead Mailbox (rarely used).