About Saved and Scheduled Reports

Use the Saved and Scheduled Reports page to work with files that have been saved to the destination "To Saved and Scheduled Reports" or "To Saved and Scheduled Reports and Emailed To Me." File formats include HTML, XLS, CSV, and PDF.

Searching for report files

Near the top of the page, the Status drop-down list contains search filters. Simply select a status and then click Search to launch the search. The following statuses are available: 

  • All. See all reports in any status.

  • Pending. The report has been scheduled to run but hasn't been picked up by the report creation job yet.

  • Queued. The report has been picked up by the report creation job.

  • Generating. The report is now being run by the report creation job.

  • Complete. The report has been successfully generated.

  • Error. The system encountered an error upon generating the report.

  • Invalid. When an ad hoc report structure is changed, all of the associated report schedule instances are marked invalid. You must create a new report schedule.

To restore the Status filter to its default state, click Clear. To update the table Status column, click Refresh near the bottom of the page.

Sorting table columns

You can quickly sort most table columns by clicking on the column header. For details, refer to the bullets listed below.

  • To identify whether a column can be sorted, hover the cursor over the column header. If an underline appears under the header text, it indicates that the column is sortable.

  • Next, to sort the column, click the column header. A triangle arrow displays to the left of the header and the column information is sorted. Values are listed in ascending order (indicated by the up-pointing triangle) or descending order (indicated by the down-pointing triangle.)

  • To reverse the sort order, click the column header.

  • If a table has multiple columns, the column with the triangle arrow identifies the column that is currently sorted.

Working with report files

The Saved and Scheduled Reports table includes details about the report such as the date it was submitted, the type of output format, the status, number of pages, and size. The report columns are described below:

  • Name. If the name is in static text, this is the name of the report. If the name is a hyperlink, this is the name of the report schedule created with the Reports module.

  • Report Name. The name of the report.

  • Submitted. The date and time that the report was submitted for execution.

  • Completed. The date and time that the report finished.

  • Next Scheduled Date. The date and time the report is next scheduled to run.  This column only displays if the Reports Module is available.

  • Format. The type of report output file. Options include: PDF, Microsoft Excel (XLS), CSV or HTML.

  • Status. The current status of the report. Click Refresh near the bottom of the page to refresh the Status.

  • Pages. The number of pages of report file output.

  • Size (Bytes). The size of the output file.

  • Message. System messages produced when the report was generated.

  • Download. Download the report file to a local computer.

  • Rerun. Run the report now.

  • Delete. Delete the entire row, including the file and the Reports module schedule.

Related Topics

Deleting reports

Downloading reports

E-mailing reports

Rerunning reports

These topics explain how to use the Reports module schedule tool: 

Adding and saving report schedules

Deleting report schedules

E-mailing saved and scheduled reports to yourself

Modifying report schedules

Viewing report schedules