Scheduled Reports – Dashboard Report Data

Data in a scheduled report is organized into multiple tabs. The following table contains descriptions of what is included on those tabs.

Details about the data on the tabs are available in the Scheduled Reports Dashboard Glossary.

Tab Description
Invoices

  • Shows the invoice data received, including the number of paper and electronic invoices

  • The Reconciliation column includes invoices with the following statuses: Sent, In Progress, Stopped, Terminated, and Pending Delivery

  • The Sent column indicates how many invoices are being sent to the customer

PO Smoothing

  • Shows when smoothing was applied

  • The Inbound Total column is what was received from My Exchange

  • The Inbound Smoothable column identifies the number of instances that are determined to be PO invoices

  • The Total Smoothed is the number of invoices where at least one smoothing rule was applied to an invoice

    Note: Adding a buyer ID to an invoice is counted as a smoothable event.

  • Data is divided into two types:

    • Occurrences – The number of invoice lines to which GHX applied the smoothing rules

    • Invoices – The number of invoices that were smoothed

Smoothing Overview

  • Shows how smoothing matched line-to-line

  • Includes the remit to and purchase ID information

  • The following falls under the Count of Invoices column, rather than Count of Lines because the activity happens at the header level:

    • Add Remit To

    • Add Purchase ID

    • eInvoicing Replace Vendor Code Smoothing

    • eInvoicing Populate Received EID Smoothing

Vendors

  • Vendor Performance

    • Electronic invoices versus paper

    • Smoothed and touchless invoices

    • Exception removal

      • Occurrences

      • Invoices
Trx Details

  • Shows details about the transactions

  • The Customer ID column identifies the facility EID

    Note: This is not the Parent Org EID.

  • The DC Status column is the data capture status

  • The Status column identifies the invoice status within GHX

Tip: If you see “OnDemand AP Vendor” in the Sender Org column, look at the "Vendor Name" column to identify the associated vendor.

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