# Run carrier reports

> Import carrier reports, test access, and track each run.

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

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Transaction Queue](https://app.agencymesh.app/transactions/icrQueue). Accounting or Administrator access is required.

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## Start a run

1. Choose **Office**, **Carrier**, **Start Date**, and **End Date**. A blank end uses the start date. **All Offices** and **All Carriers** use every listed choice.
2. Set **Run Type** to **Daily Sales Report** to import records or **Credential Check** to test access. Click **Run**.
3. Keep the **Batch ID**. Under **Report Progress**, expand a carrier’s **Show progress** arrow for its **Run ID** and **Progress Timeline**.

**Queued** or **Running** means work remains. **Complete** means that run finished. **Transactions** separates records **added** from records **found**.

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## Find or fix a run

1. Open [Transaction Queue Report](https://app.agencymesh.app/transactions/icrQueueReport). Choose **Scope**: **All Runs**, **Queue Batches**, or **Individual Runs**.
2. Enter **Batch ID** or **Run ID**, or filter by office, carrier, status, and activity dates. Click **Search**, then **Show progress**.
3. For **Needs attention**, have Operations or Administrator fix [carrier credentials](/help/credential-manager/), then run **Credential Check**. For **Error**, give support the run reference and failure from **Activity** or **Progress Timeline**.

**Activity Start/End** filter when a run worked; **Report Dates** is the requested transaction period. **No recent progress update** does not mean it stopped. Before another run, find the original status and any records already added.

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## Open the completion notice

1. In [Notifications](https://app.agencymesh.app/notifications/), set **Notification source** to **Transactions**.
2. Find **Transaction Run Complete**. Read **Complete**, **Failed**, and **Transactions added**, then **Open** the batch. Only permitted offices appear.

Active Accounting users receive company-wide notices for manual batches, including another user’s runs. Administrator alone gets no notice; scheduled runs send none.

A notice means all queued runs finished or failed. Unqueued items are excluded. **At least** means some addition counts are missing; **Unavailable** does not mean zero. Credential checks show **Not applicable (credential checks)**. Without a notice, use the queue report before running again.

## Related guides

- [Transactions](https://agencymesh.com/help/transactions.md)
- [Find and match payments](https://agencymesh.com/help/transaction-search-and-matching.md)
- [Transaction reports and files](https://agencymesh.com/help/transaction-reporting-files.md)
- [Read updates and send announcements](https://agencymesh.com/help/notifications.md)