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Hello Manoj,
Please see the below response from the Customer.
Should the report be configurable by customers (e.g., trading partner, EDI ID, document type), or is a fixed daily report sufficient initially?
A fixed daily report would be sufficient. There is no requirement for a configurable one.
Do customers expect one consolidated report per day, or separate reports per trading partner or direction (inbound vs outbound)?
The current request is for one trading partner only (Balt-EMEA), but the report would probably be useful for other
trading partners as well. So at least it would have to be a report per trading partner. Inbound and outbound
messages can be combined in one report, but may also be split in two different reports. The report should indeed
be triggered once per day.
Is email delivery always acceptable, or do some customers require SFTP only due to security or compliance needs?
The current request is to receive the reports by email. I expect that this will be acceptable for most customers,
but if given the choice, they may also want to receive them by SFTP; however I would consider that to be a
potential future enhancement.
Do customers need control over report timing (after business hours, specific time zone, weekends)?
No. This is not in the current scope/ requirements.
What is the expected data volume per report, and are there known limits we should plan for (e.g., thousands vs. millions of transactions)?
Balt are not sending and receiving that many messages each day. Based on the message volume from yesterday,
inbound and outbound messages combined, the total would be around 2000 messages in total. There may be
peak volumes, however it would still be thousands rather than millions. For other customers it may be different of
course, but the current scope is Balt only.
Kind regards,
Thank you for submitting this idea and clearly outlining the need for automated, partner-specific EDI activity reporting. I understand the current challenge—customers must manually download data from Inflight Search, which is time-consuming and does not scale well for daily operational reporting.
Automating the generation and delivery of a daily inbound and outbound EDI activity report in CSV/Excel format would significantly improve visibility, reconciliation, and stakeholder communication. Providing this capability via self-service—especially with delivery through email or SFTP—aligns well with our goals of reducing manual effort, improving transparency, and lowering support dependency.
Before we evaluate this enhancement with Engineering and UX, I’d like to clarify a few key points to ensure we design a solution that meets customer expectations and can scale effectively.
Should the report be configurable by customers (e.g., trading partner, EDI ID, document type), or is a fixed daily report sufficient initially?
Do customers expect one consolidated report per day, or separate reports per trading partner or direction (inbound vs outbound)?
Is email delivery always acceptable, or do some customers require SFTP only due to security or compliance needs?
Do customers need control over report timing (after business hours, specific time zone, weekends)?
What is the expected data volume per report, and are there known limits we should plan for (e.g., thousands vs. millions of transactions)?
Once I have your inputs, I’ll work with Engineering, Support, and UX teams to assess feasibility, data availability, and possible phased delivery of this reporting capability.
Thank you again for sharing this idea—automated EDI activity reporting is a valuable enhancement for operational efficiency and customer satisfaction.
Regards,
Manoj Panda
Senior Product Manager – IBM Sterling B2B & VAN