Generated reports

If a Sales report takes 15 seconds or more to load when you attempt to view it, the report will automatically generate in the system’s background. While the Sales report is generating, you can leave the report page and use other areas of the software. You can check the status of a report while it loads on the Generated page.

When the Sales report is finished loading, the number next to Generated on the Reports menu will increase. You can then view the report from the Generated page or by opening the report normally. The date and time that the report was generated are displayed beside the report name at the top of the page.

Any generated report will be saved on the Generated page for a maximum of 60 days.

In this article:

To view a generated report:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
4. On the Reports menu, click Generated.
5. Set a date range.
6. Find the report you want to view. You may have to browse the list, use the Search option, or filter the list to find the report.
7. Click the Action button , and then select View.

Headings on the Generated 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. For more information, see Reports and report categories.
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, and 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 the menu: 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.