A Quick Guide to the Download Results Screen in Applied Epic

October 27, 2025

The Download Results screen is an interactive Communication Log within Applied Epic. From this screen, you can load multiple sessions of data, filter to identify patterns, address download errors, and even have items resent from IVANS.

In this blog, you will learn how to easily navigate, filter, and review your Download Results. You’ll also gain tips and tricks for spotting errors, checking out details, tweaking display settings, and using the resend feature. By the end, you will have the insights needed to ensure your Applied Epic data stays current and your downloads run smoothly.

Setting Days to Retain Download Data

The amount of data retained in Download Results is the same as the data available to you in Reports/Marketing > Interface reports. You can set Days to Retain Download Data in Configure > Interface > System Settings.

How to Access Download Results

Access Download Results by navigating to Procedures > Interface Management > Download Results. A new browser tab will open.

Searching the Download Results Screen

The screen remains blank when first loaded and displays content after a search is performed.

Under the Locate section, choose the download Session time frame. A download Session refers to any time items that are processed from Suspense or downloaded, including morning and instant downloads. Each Session generates its own Communication Log, and data from all sessions are available here.

All – All data retained by IVANS.
Custom – A custom range that is entered after the Locate button is clicked.
Last 12 hours – All data from Sessions ran in the last 12 hours.
Last 24 hours – All data from Sessions ran in the last 24 hours.
Last 36 hours – All data from Sessions ran in the last 36 hours.
Last Session Run – The last Session that was run.
Today – All data from the current date.

The Section dropdown allows you to search by the type of download. Where the Communication Log has everything on one report, the Section dropdown allows you to choose to view, for example, only eDocs or Policies download. You may also choose to display only Errors, which is a particularly useful feature of this screen. Selecting Errors in the Section field will show errors for all areas of download.

Include or exclude errors from the results by checking or unchecking the Include errors box. Click the Locate button to display the results.

If Custom was chosen for Session, a Custom Search box will appear. Enter the date range and click Locate here. Select either Select All or check the boxes next to the Sessions that you’d like to see. Click Finish.

Viewing Your Results

To review the results, look for the Download Results section. Search for specific results using the familiar Search where field found throughout Applied Epic. Searches can be compounded if needed.

Some of our favorite Search where options include:

NAIC – Filters the results by Issuing Company so errors can be addressed together.
NPN – Filters the results by Broker so errors can be addressed together.
Policy Type – Filters the results by policy type sent from the carrier.
Trans Type – Filters the results by the transaction sent from the carrier.

The bottom of this section displays the number of items found. Adjust how many items you view per page by using the Show dropdown. You can view up to 100 items per page and further navigate by using the arrow buttons on the right.

How to Easily View Details

The Details section displays all the details of the selected download without having to scroll through the columns in the Download Results section.

Resending Items from IVANS

Items labeled as Errors do not download into Epic. They must be researched, corrected, and resent from IVANS, if necessary.

Once corrections have been made to Epic, have items resent from IVANS by clicking the Recall hyperlink in the top right corner of the Locate section.

Say Goodbye to Paper Communication Logs with the Download Results Screen

By using the Download Results screen, your team can eliminate the need for those static reports and paper communication logs. You’ll also be able to quickly research download issues, resend downloads without logging into IVANS Exchange, and get visibility into your downloads. Streamline your workflow and save time by making the switch today!

Looking for more ways to make your agency work more efficiently? Talk with the Agency Consultants here at Kite Technology Group! From Applied Epic assessments and optimizations, to workflow development and more, KiteTech has a variety of services designed to help you get the most out of your Applied Epic investment. Schedule your complimentary consultation with our team today!