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: Cancelled – Generation of the report was manually canceled by a staff member. Completed – The report has been generated and saved and can now be viewed. Error – Generation of the report was canceled due to a system error. Generating – The report is currently being generated. Saving – The report has been generated and is being saved to the generated reports.
Report Name	The name of the report. To change the name of the report, click the Edit button, enter a new name, then click the Accept button.
File Size	The size of the report.
Action	Click the Action button in this column to open the menu. From this menu, you can: Select View to view the report. You can only view reports with a Completed status. Select Export to CSV, Export to Excel, or Export to PDF to export the report. You can only export reports with a Completed status. Select Save to save the report on the Saved Reports page. You can only save reports with a Completed status. Select Remove to delete the report. You can only delete reports with a Completed or Cancelled status. Select Stop Generating to stop loading the report. You can only stop generating reports with a Generating status. Select Regenerate to begin loading the report again. You can only regenerate reports with a Cancelled status.