The Generated Reports page in the Reports section of the Staff Back Office keeps a record of your generated reports allowing you to view, save or export these reports for 90 days . While large reports are being generated, you can leave the page and use other areas of the software. When the report is finished loading, the number next to Generated on the Reports menu will increase.
You can then view the report from the Generated Reports page or by opening the report normally. The date and time that the report was generated is displayed beside the report name at the top of the page.
View a generated report
To view a generated report, follow these steps:
Click the App Drawer button
then click View All > Reports > Generated.Select a date range.
Find the report you want to view. Use the Search option or filter the list to easily find it.
Click the Action button
then select View.Use the Refresh button at the top of the page to re-generate a report without refreshing the page.
Under the Report Settings click Action ⋮ to choose whether to generate a new report every time you open the report page, or display the last generated report for faster access.
Headings on the Generated Reports page
Heading | Description |
|---|---|
Date | The date on which the report was generated. |
Time | The time of day the report began generating. |
Category | The category to which the generated report belongs. |
Generated By | The staff member who generated the report. |
Status | The status of the report. Possible statuses include:
|
Report Name | The name of the report. To change the name of the report, click the Edit |
File Size | The size of the report. |
Action | Click the Action button From this menu, you can:
|
button, enter a new name, then click the Accept 
button.