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.
|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.|
For information on how to customise grids, click here.
|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.|