Monitor statement runs and retry failures

Watch each batch of statements being generated or sent, see how far it got and what failed, and queue a retry for the failed ones.

In the sidebar, open Sales & Billing, then Statements, then Statement Runs. The page address is /statements/jobs.

Before you start

• A run is created every time statements are generated or sent in a batch, whether you started it from the Statements page or a schedule did. Nothing on this page starts a run.
• Your role needs permission to read statements to see the page. Retrying a generate run needs permission to create statements; retrying a send run needs permission to send them.

Steps

1. Read the cards at the top: Loaded runs, Active ones that are queued or running, Retryable ones that failed or partly failed, and the total of Failed items across them.
2. Find the run. Use Filters to narrow by Status (Queued, Running, Completed, Partial, Failed or Canceled) and Operation (Generate or Send), or search by schedule, statement, worker or error text.
3. Click the row, or choose Open job from its actions menu. The Job detail panel opens beside the list.
4. Read the cards: Progress with how many of the targets were processed, Succeeded, Failed, and Retries.
5. Read Failure summary if it shows. It gives the reason the run stopped or the errors it hit.
6. Scroll to Job items for the per-customer list. Each item shows its status, and a finished item links with Open statement to the statement it produced.
7. If the status is Failed or Partial, press Retry failed items. Nova confirms the retry was queued and creates a new run that only redoes the failed items. The new run notes which run it is a retry of.

What you see

• The list shows each run's Job reference, Status, Period, Progress as a bar with the count processed, Failures, and when it was Requested and last Updated.
• Execution in the detail panel shows when the run was created, started, last made progress and completed.
• Scope shows whether Lock automatically and auto send were on, the Schedule it came from or Ad hoc for a manual batch, and how many accounts and statements it covered.
• Stage history lists each stage the run went through with its attempt count.
• The list refreshes on its own while a run is active.

If something looks different

• The page is missing from the sidebar: the statement pages other than Statements only show there when your company's menu size is Everything (see Choose your menu size). Type the page address instead, or search for its name at the top of Nova.
• Retry failed items is missing or greyed out: the run is not failed or partial, it has no failed items, your role lacks the permission for that operation, or the organization's currency settings are incomplete.
• The list is empty and says no runs match this scope yet: nothing has been generated or sent in a batch. Start one from the Statements page (see Generate a statement) or a schedule (see Create a statement schedule).
• A send run completed but a customer says nothing arrived: the send may have failed at the email or text provider. See Review statement delivery issues.
• Job items reads that no item-level progress is available: the run has not started processing yet.

Open Statement Runs