From the Download Reports screen, view all reports that have been generated on an ad hoc request or from a report schedule.
When a report is in a Ready for download status, you can download the report using one of the following methods:
- Method 1: Right-click on the report(s) and click Download on the Context Menu
- Method 2: Select the report(s) and click Actions > Download on the Control Bar
If you have requested a report that contains a large amount of data, it may not be available straight away. Simply click the Refresh button to update the downloads that are available.
Control Bar
| NAME | DESCRIPTION |
|---|---|
| View | Change the View to display information for a different date range. You can only select a date to view that is less than 45 days as reports are held in the system for this length of time. |
| Download | Click Download to download a selected report that is in a Ready for Download status. |
| Delete | Click Delete to delete one or more selected reports. |
| Group | Group data on the screen by predefined criteria. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Export | Export the records on screen into a CSV file. |
| Refresh | Refresh the records on screen. |
| Settings | Use Settings to save the View and Group selected. |
Columns
For information on how to customise grids, click here.
| COLUMN | DESCRIPTION |
|---|---|
| Report Date and Time | Date and time when the report was created. |
| Report Type | Type of report, e.g. Account Statement, Balance Summary. |
| Report Name | Name of the report. |
| Report Format | Format of the report, e.g. CSV, XLSX etc. |
| Report Status | The download status of the report, i.e. Ready for download, Download pending or Not available for download. |
| File Size | File size of the report. |
| Run Type | Type of download: User Requested or Scheduled. |
| Report Description | Description of the report. |