History Tab

To view information about the previous instances of the process, select the History tab. On this tab, you can view records of the previous instances the process was run. For each instance, you can view its status, the status message generated for it, the user who ran it, it start and end dates, its duration, the total number of records processed, and the server that handled the process.

To view all process instances of a specific status, select Filter to display the Status field and Apply and Reset buttons. In the Status field, select the status of the processes to display such as “Did not finish,” and select Apply.

On the tab, you can download a comma-separated value (*.csv) file of a previous correspondence output. If you associate a document with the correspondence, you can also select to merge the documents with the selected data fields to generate a previous output in Microsoft Word. You can also clear the results or delete records of previous instances of the process.