Bulk process failed inbound reports

If you run into a situation where you have many failed inbound reports that need to be re-processed, you can bulk process them.

  1. Create a list view of failed inbound reports with a filter based on Record Type.
    Failed inbound report list
  2. Ensure that the checkbox field “Start Guided Matching” is visible on the list view.
  3. For the Inbound Reports that need to be retried, check the "Start Guided Matching” field and save your changes. Mark inbound reports for re-processing
  4. The selected inbound reports go to the Processing stage, and Guided Matching rules are re-executed. Inbound reports in processing
  5. Check the status of the re-processed inbound reports. If the processing was successful, the status goes to Matched. Re-processed inbound report is matched

Was this page helpful?