Download Results

The Download Results area provides a convenient read-only view of Communication Log information, with filtering options to help you review and manage the downloaded items that are most relevant to you and diagnose any problems with your download. From this area, you can also recall transactions from Ivans Exchange that were not processed during Download (for example, because of an incorrect IBC code or an eDoc code that was not set up in Company Interface Configuration).

Note: You can only recall transactions if you have access to your CSIO mailbox through Applied Ivans Exchange. For more information on setting up a connection between CSIO and Applied Ivans Exchange, see Mailbox Configuration.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

Customizing the View

You can customize the download results that initially populate in the list and then apply additional filtering as necessary. Your Session and Section selections are saved when you exit Download Results, and they default the next time you access this area.

Filtering Results

Download Results display based on your Locate selections above. The list displays 25 items per page by default, but you can change this selection if you prefer. If additional pages of items are available, use the First Page, Previous Page, Next Page, and Last Page buttons to scroll through them, or select a page number from the dropdown menu. If necessary, use the search bar to display Download Results that meet specific criteria.

If you filter the list by Status Detail Code or Status Detail, you can view the list of codes or reasons that the items in Download Results failed to update, or view a complete list of all possible codes and reasons. However, only codes and reasons from the current page of results populate in the Status Detail Lookup by default.

Selecting multiple criteria performs an "and" search (for example, download results with a specific Line associated to a specific Agency).

Click the Edit Filter button .
The Edit Filter pop-up window displays. Click the Add button to add filters.
Select and/or enter your search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.

If you selected Status Detail Code or Status Detail in the first dropdown menu, click the lookup button in the third field to select a Status Detail Code or Status Detail. The most common Status Detail Codes default in the list in the pop-up window, but you can select the Show All checkbox to view the entire list. Select a Status Detail Code or Status Detail in the list and click Finish to select it as a search criterion for the download results.

Click Delete to remove a filter from the list.
Click Finish when you have applied all of your desired filters.

Hover over the Search where text to see the filter that is currently applied to the list.

To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

Make a selection in the first dropdown menu.
The choices available in the second dropdown menu vary, depending on your selection you made in the first dropdown menu:

Equals: Enter the search criterion (e.g. the full account name) in the field to the right.
Begins With: Enter at least the first character of the search criterion.
Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
Does Not Equal: Enter the search criterion in the field on the right.
Greater Than: Enter a number in the field on the right to display all items greater than that number.
Less Than: Enter a number in the field on the right to display all items less than that number.
Contains: Enter at least one character of the search criterion (e.g., part of the recalled status) in the field to the right.

If you selected Status Detail Code or Status Detail in the first dropdown menu, click the lookup button in the third field to select a Status Detail Code or Status Detail. The most common Status Detail Codes default in the list in the pop-up window, but you can select the Show All checkbox to view the entire list. Select a Status Detail Code or Status Detail in the list and click Finish to select it as a search criterion for the download results.

Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list

To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

You can save your currently applied filters as Filter Defaults for Download Results. Your filter defaults are unique to your user code and will not affect other users’ saved defaults.

Click the Filter Defaults link label and select the Use as default checkbox on the Filter Defaults screen.
Click OK to apply the filter default.

To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

The Select Columns window displays.
Select the checkbox next to each column that should be included in the list.
Deselect the checkbox next to each column that should be removed from the list.
Columns will display in the order in which they are listed. To move a column up or down in the list, click the column and then click the up arrow or down arrow to change its position.
Click OK or press [Enter] to save your changes.

To sort the list, click the column heading by which you want to sort. Click the column heading again to change the sort order (from ascending to descending or vice versa).

To print the current page of items, click the Print button

to the left of the list. Print the list as you would any other document. To export the list to a CSV file, select the Generate CSV checkbox in the Print pop-up and click OK. The CSV file opens in Microsoft Excel.

To export all pages in the current list to a CSV file, click File > Print > Print All Pages to CSV on the menubar or Print > Print All Pages to CSV on the options bar.

Review Download Results and Details

Use the information in the Details section to help you determine why an item failed or is in suspense. The information available in Details varies, depending on the download type selected. If an error or session conflict occurred during download processing, the Message frame or Message field indicates the reason for the failure.

Add any information pertaining to the selected item (such as the reason the item failed) in the Comments field. Comments added in Assign Items in Suspense when the item was processed are retained and display on the Download Results item. You can revise or remove these comments if needed. Comments added in Download Results do not transfer to the items in Suspense. To save a comment, click the Save button on the options bar or select a different item in the list.

The Status Detail Code and Status Detail columns provide the reason each suspended item is in Suspense. For instructions on accessing a complete list of Status Details in Download Results, see the Filtering Results section.

Recall Transactions from Ivans Exchange

If any files fail during Download processing (resulting in an error on the Communication Log), you can recall policy or eDocs & Messages Download transactions from the Download Results screen using the Recall from Ivans link label. Recalled items are downloaded from the mailbox with the next CSIO job (instant, scheduled, or manual). You can only recall items sent via Ivans, not ADI items or items downloaded via BUFF.

If you need to stop an item from being recalled, you can cancel the recall, as long as you cancel it before the next CSIO run. If your organization is set up for Instant Download, the window for cancelling a recall may be small.