Reports
Opened from Reports in the GoRate menu. Four tabs, all scoped to the project you have selected and to the date range at the top of the page: set From and To, or pick Last 7 days, Last 30 days or Last 90 days. Refresh re-reads everything.
You see the uploads your role can see - the same rule as Upload Manager: administrators see every upload, everyone else sees the uploads made against the templates they are assigned to.
Upload Log
One row per upload, newest first - what went out, and what happened to it.
| Column | What it holds |
|---|---|
| S.No | Row number, fixed at load so sorting does not renumber the list |
| File Type | Rate, Capacity, Commitment or Allocation, from the template |
| File / Run ID | The file's name, and the upload's GID |
| Status | Where the upload ended - see Statuses |
| Approved By | Who approved it, or blank when the template has no approvers |
| Upload Date / Uploaded By | When it was sent, and by whom |
| Completed At | When it finished |
| Total Recs | Records in the file |
| Loaded | Records that reached OTM - total less skipped and rejected |
| Skipped | Set aside by validation. See Validation |
| Rejected | Sent, but refused by OTM |
| Total Time Taken | Upload to finish |
| Remarks | What needs attention. A clean run says nothing |
Loaded counts your records, not OTM rows. One record writes several rows across several OTM tables, so this column stays comparable with the count in your file. The Rows written figures are in the completion email.
Export CSV and Export Excel write exactly what the table shows - same rows, same order, same columns.
The question this tab answers is what was sent in a window, so a file uploaded before the range and finished inside it is not listed.
Aggregates
Three panels over the same range, each with its own Export CSV:
- Success / Failure by OTM Table - where records are being refused.
- Success / Failure by Template - which templates are producing them.
- Top OTM Errors - the reasons, most frequent first.
Trends
The same successes and failures over time, so a bad day stands out from a bad week. Filter to one OTM table, or leave it on All tables.
Per-upload
One upload in detail. Paste its file GID - open the row in Upload Manager and copy it - to see each OTM table the run wrote, what succeeded and failed, and the message OTM returned for that table.
Use it when a completion email reports rejected records and you want OTM's own words for them.