Running and Downloading a Report

You can run any report that is available to you in the Report List. Once the report has completed successfully, you can download the output or delete report output you no longer need.

To run a report:

  1. Select Reports > Report List and find the report you want to run, using the filters and keyword search to narrow down the list.

  2. Click the plus sign to view a description of the report, which may help you decide which report to run.

  3. Example of expanded report information for the 30 and 60 Day report

  4. Click the Quick Run button to run the report using its current settings (if Quick Run is enabled for the report).

    Otherwise, click the report name and click the Run button on the Report Detail screen.

To download report output:

  1. Select Reports > Downloads to see a list of all your available downloads. To filter the list so that it shows only report output, select Report from the Type filter.  

    Available Downloads screen listing output files from successful report runs

  2. Click Refresh List to update the report status. When the Status column changes to Successful, your report has finished running. If the report did not run successfully, the failure reason is shown and the output file name is shown as static text in the Output column.

  3. Click the link in the Output column to download the output. When prompted, click Open to open the output file or Save to save the file to your local machine. You can only download output files that are up to 100 MB in size; if the file is over 100 MB, a link to the output is not provided.

To delete report output:

  1. Select Reports > Downloads.

    Available Downloads screen showing output selected for deletion

  2. Select one or more report outputs and click Delete Selected. Or, if you want to review the report information before deleting the report, click the plus sign and then click Delete. Deleting report output does not affect the report itself; you can still use the report to generate new report output.

Tips