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EDI Dashboard

Module: EDI · For: Carrier users · Page address: /carrier-portal/edi-dashboard/overview

EDI Dashboard → Overview

Needs: View permission on the EDI module.

Seat Can open it
Owner / Admin Yes
Manager Yes
User Yes

EDI queues ranked by severity — failed transactions first, then pending documents and connections Showing the first 5 of 6 attention rows. Scroll this list for the rest. Documents by day, one line per type · all time

EDI Dashboard

  • Needs attention
  • Document volume

Connection · Status · Test · Last Test · Document · Partner · Type · Direction · Status · Created · Partner · Status · Docs · Success · Event · Outcome

Tab: Needs attention7

Needs attention7 tab

Tab: By volume7

By volume7 tab

Tab: Next page

Next page tab

Tab: Last page 9

Last page 9  tab

Tab: First page

First page tab

Tab: Previous page

Previous page tab

  • All time
  • Quick actions
  • More actions
  • Resolve failed transactions
Loading state

loading state

Popover-Guide state

popover-guide state

Tooltip state

tooltip state

Last updated 2026-10-27