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.
Generated reports for faster, smoother reports
Our new Generated Reports feature is an upgrade to our previous reporting experience adding the flexibility to generate and regenerate the reports you choose. With the old reports, opening a report page automatically started the process of generating the report. So if the report took a long time to load, the whole page took long to load.
Now, when you open a report with the Generated Reports feature, the page loads right away, with your pre-generated report or while the report is being generated. The data generation happens separately in the background and so it doesn’t impact using the report page itself.
New features:
Use the Refresh button at the top of the page to re-generate a report without refreshing the page.
Under the Report Settings in the 3 dot action menu ⋮ , choose whether to generate a new report every time you open the report page, or display the last generated report for faster access.
This new approach offers greater flexibility, convenience, and efficiency in handling reports.
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.
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:
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