Explore past insights with a walkthrough of the Report History feature
Review and redownload recently executed or scheduled reports, including ability to view configurations and recipients.
Note: Reports are stored and can be redownloaded for 7 days before requiring a new run.
- Global Controls
- Search - globally search any text in the History Grid
- Export to CSV - export the Report History grid to CSV
- Refresh - update the History grid to review available, processing and error reports
- History Grid
- Report Type - the Library template used for report
- Report Name - the customized name of the report for email / title page
- Customer - Customer the report is for
- Date/Time - the date/time the report was sent
- Status
- Download Available - report is available for download / was emailed to the recipient list
- Processing - report is in process of generating
- Error - the report was unsuccessful in processing and needs to be rerun
- Grid Actions
- Download - re-download the report
- View Configuration - view the settings that the report was configured for at time of execution