Monitor Data Loads

The Load Reporting Portal enables users to view progress of data through the Data Pipeline. The status of each file uploaded can be monitored. It shows the status of active, cancelled and archived loads created by any user.

The report is accessible via a webpage which provides all files in the document register along with the load status as defined in the status definition.

This report enables the customer to easily identify files that have been loaded or need to be loaded.

The Load Reporting Portal can perform the following operations:

• Track progress of data through the Data Pipeline.

• Enable users to view the status of each file progressing through the Data Pipeline.

• Enable users to access the Load Report via a webpage.

• Navigate by asset, files or transactions.

• Filter reports by filename, time-frame, state and source.

• Manage email notifications that are sent based on rules that query the state of data loads.

Accessing Load Reporting

The Load Reporting capability is an addition to the Data Pipeline solution, so the same CONNECT Account provides access to the Load Reporting feature.

To use the Load Reporting Portal the capability must be enabled, integrated and the appropriate role assigned to those accessing the Load Reporting Portal.

Load Reporting is enabled by default when the Data Pipeline solution is available.

To ensure that each asset is integrated, perform the following steps:

1. Navigate to CONNECT > Folder Management.

2. Select the respective folder.

3. Data Pipeline/Load Reporting service should be enabled.

4. Open Manage Integrations.

5. Integration for the respective asset should be enabled.

To access the Load Reporting Portal, assign the Load Reporting User role using the following steps:

6. Log in to CONNECT.

7. Navigate to User Management > Filter the user > Select Assign role.

8. Assign the Load Reporting User role for the respective folder, as shown below.

   

Load Reporting is a multi-asset capability. Each operation enables access to multiple assets. In CONNECT, the assets are maintained at Connect-Account-Name/Connect-Folder-Name level.