# Run and track transaction reports

> Queue reports or credential checks, follow each run, read completion notifications, and find earlier batches.

Language: en-US. Product guide: https://agencymesh.app/help/transaction-queue/.

Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Transaction Queue](https://app.agencymesh.app/transactions/icrQueue) to submit carrier reports or credential checks and follow the batch. Requires Accounting or Administrator access. Accounting accounts also receive the batch’s completion summary in Notifications.

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## Start a queue run

**All Offices** / **All Carriers** include every listed selection. Submission queues the work; it does not mean processing has finished.

1. Choose **Office**, **Carrier**, **Start Date**, and **End Date**. A blank end uses the start date.
2. Choose **Run Type**: **Daily Sales Report** or **Credential Check**, then click **Run**. Keep the **Batch ID** for follow-up.

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## Read progress for every run

In **Report Progress**, select a carrier’s **Show progress** chevron for its **Run ID** and **Progress Timeline**. The **Transactions** column distinguishes records **added** from records **found**; finding records does not necessarily add them.

| Item | Guidance |
| --- | --- |
| Queued / Running | Waiting or still processing. |
| Complete | The run finished. Read its Transactions value and use [Transactions](/help/transactions/) to inspect the imported records. |
| Needs attention | A credential problem needs correction through Credential Manager. |
| Error | Read Activity and Progress Timeline for the failure. |

> **Stale progress:** No recent progress update does not confirm the run stopped. Check the original run before submitting another.

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## Read the batch completion notification

Active **Accounting** accounts in the same company receive one notice after all actually queued runs in a manual batch have completed or failed. This includes requests submitted by another user. Administrator access alone permits the queue but does not subscribe you to completion notices. Scheduled runs do not send these notices.

| Item | Guidance |
| --- | --- |
| Complete / Failed | Finished means the batch has stopped processing; some runs may have failed. Missing-credential combinations that were not queued are excluded from these counts. |
| Transactions added | Totals the recorded additions across reports. **At least** means some counts are unavailable; **Unavailable** does not mean zero. |
| Credential checks | Show additions as **Not applicable (credential checks)** because they test access rather than import transactions. |

1. Open [Notifications](https://app.agencymesh.app/notifications/) and choose **Transactions** in **Notification source**.
2. Find **Transaction Run Complete**. Its full summary shows office, carrier, date range, **Transactions added**, **Complete**, and **Failed**.
3. Select **Open** to load that batch in [Transaction Queue](https://app.agencymesh.app/transactions/icrQueue). Expand **Show progress** for a failed run. The page displays only offices you can access.

> **No completion alert yet?:** Use Transaction Queue or Transaction Queue Report to find the original batch. A missing alert does not establish that the batch is still running; wait for its status before submitting another.

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## Find an earlier batch or run

Open [Transaction Queue Report](https://app.agencymesh.app/transactions/icrQueueReport) for earlier batches and runs.

**Activity Start** / **Activity End** filter when the run worked. **Report Dates** shows the transaction period it requested.

1. Choose **Scope**: **All Runs**, **Queue Batches**, or **Individual Runs**. Enter **Batch ID** / **Run ID**, or narrow office, carrier, status, and activity dates.
2. Click **Search**, then **Show progress** for details.

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## Recover from a failed or unclear run

Before another **Run**, confirm the first has stopped and check whether it already added records.

| Item | Guidance |
| --- | --- |
| Needs attention | Ask Operations or an Administrator to fix Credential Manager, then run Credential Check. |
| Error / unclear progress | Find the original run in Transaction Queue Report. Give support its carrier, office, Report Dates, Run Type, and run reference. |

## Related guides

- [Find and reconcile transaction records](https://agencymesh.app/help/transactions.md)
- [Find, compare, and correct transactions](https://agencymesh.app/help/transaction-search-and-matching.md)
- [Review transaction totals and supporting files](https://agencymesh.app/help/transaction-reporting-files.md)
- [Read notifications and send announcements](https://agencymesh.app/help/notifications.md)