Change date interval

Choose Day, Week, or Month.

Click View Results.

1

Change date range

Type the desired date in the Start Date and End Date areas to the right of the graph, or use the pop-up calendar.

Click View Results.

See Specifying Dates on Statistics Pages.

2

See volumes for one partner

Use internal or external partner filters (expand the filters area). The report shows document volumes for that partner.

See Displaying Data for Individual Partners.

3

See volumes for multiple partners

Select from the partner filters or group filters (expand the filters area).

See Displaying Data for a Group of Partners.

4

Show volumes for documents that contain a specific value

Select from the Transaction Filters.

See Displaying Documents based on Values in the Data.

Sort the rows differently

Click on the column head that is to control the sort. A sortable column heading changes color when you rest your cursor on it:

5

See volumes for one type of document

Click the pushpin button in its first column.

6

Compare volumes for individual external partners

Click a document in the Partner Rankings column.

You will see volumes for all partners to whom you have access; note the filter settings.

7

Compare volumes for categories of external partners

Use that document’s Compare By column to choose a category.

See Comparing Volumes between Categories of Partners.

8