1. Finance User Guide
  2. Manage Fiscal Document Generation
  3. Search for a Transaction by Metric Tiles

Search for a Transaction by Metric Tiles

To search for a transaction using the metric tiles, follow the steps below.

  1. Click in any of the available metric tiles

  2. The fiscal documents for the selected status from the selected tile are displayed in the Results section.

Table 9-1 Results – Metric Tiles

Tile Description
All requests metric tile

If you click in this tile, all fiscal documents will be displayed irrespective of its status.

This tile will have two sets of metrics in its content area:

  • In Progress: will have the sum of all requests with the following statuses: NEW, VALIDATED, READY, SUBMITTED, ERROR.

  • Complete: sum of all requests in status APPROVED, REJECTED and CANCELED.

The numbers will be displayed with a size limit of six digits (999,999). In case the number of records exceed this limit, the numbers will be displayed as 1MM, 2MM, 3MM, etc.
Complete metric tile

If you click in this tile, only fiscal documents with status APPROVED, REJECTED or CANCELED will be displayed.

This tile will have two sets of metrics in its content area:

  • Approved: will have the sum of all requests with the status: APPROVED.

  • Rejected/Canceled: sum of all requests in status REJECTED and CANCELED.

The numbers will be displayed with a size limit of six digits (999,999). In case the number of records exceed this limit, the numbers will be displayed as 1MM, 2MM, 3MM, etc.
all in progress metric tile

If you click in this tile, only fiscal documents with status NEW, VALIDATED, READY, SUBMITTED or ERROR will be displayed

This tile will be a donut chart that will have two sets of metrics in its content area:

Pie chart:

-Green slice: will have the sum of all requests with the status: NEW, VALIDATED, READY, SUBMITTED.

-Red slice: sum of all requests in status ERROR.

Center Metric:

- Sum of all requests available in the fiscal document header table (distinct from request_id) with the status in (NEW, VALIDATED, READY, SUBMITTED, ERROR).

The numbers will be displayed with a size limit of three digits (999). In case the number of records exceed this limit, the numbers will be displayed as 1K, 10K, 100K, 1MM, 2MM, 3MM, etc.
error metric tile

If you click in this tile, only fiscal documents with status ERROR will be displayed

This tile will be a donut chart that will have two sets of metrics in its content area:

Pie chart:

  • Grey slice: will have the sum of all requests with the status: NEW, VALIDATED, READY, SUBMITTED.

  • Red slice: sum of all requests in status ERROR.

Center Metric:

  • Sum of all requests available in the fiscal document header table (distinct from request_id) with the status in (ERROR).

The numbers will be displayed with a size limit of three digits (999). In case the number of records exceed this limit, the numbers will be displayed as 1K, 10K, 100K, 1MM, 2MM, 3MM, etc.
submitted metric tile

If you click in this tile, only fiscal documents with status NEW, VALIDATED, READY, SUBMITTED will be displayed

This tile will be a donut chart that will have two sets of metrics in its content area:

Pie chart:

  • Grey slice: will have the sum of all requests with the status: ERROR.

  • Green slice: sum of all requests in status. NEW, VALIDATED, READY, SUBMITTED

Center Metric:

  • Sum of all requests available in the fiscal document header table (distinct from request_id) with the status in (NEW, VALIDATED, READY, SUBMITTED).

The numbers will be displayed with a size limit of three digits (999). In case the number of records exceed this limit, the numbers will be displayed as 1K, 10K, 100K, 1MM, 2MM, 3MM, etc.