How to Download a Report from the Report Collection?
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How to Download a Report from the Report Collection?

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Article Summary

To download a report from the report collection, you can do the following:

  1. From the Reports home page, search the desired report collection from File Cabinet and open the collection.
  2. Click Run from the top menu.
    Note:
    To change the report's output format, go to the Settings tab and select your preferred format. The default format is Excel.
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  3. If your report contains substitution variables, a Substitution Variables pop-up will appear. Review and modify the variables, then click Run within the pop-up.
    RC12A notification will appear indicating that the report generation process has been initiated. You will receive another notification once the report is ready for download.
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    Note:
    Once the request to generate the report has been submitted, you cannot run it again. For status updates, you can also access the Maintenance menu and select Cloud Scheduler > Job Manager.
  4. After the report has been generated, a notification will inform you that it's ready for download. Click the Click here link within the notification to initiate the download.
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