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This page explains how users can create a report, understand the status outcomes, and download the final document once it's ready. It also covers how notifications are sent to keep users informed of progress.
Step 1: Submit a Report
Step 1: Submit a Report
Users initiate report creation by:
Navigating to the Reports page.
Click the blue-colored Add (+) button.
Fill out the required fields (e.g. date range, report type)
Click Submit Report.
Once submitted, the request is logged with a Pending status in the Reports Table, and background processing begins.
Step 2: Track Report Status
Step 2: Track Report Status
Each report entry updates with one of the following outcomes:
Pending: Report generation is underway.
Success: Report is complete and ready for download.
Failed: There was an error during processing (e.g. invalid filters, data unavailability).
Step 3: Stay Informed via Notifications
Step 3: Stay Informed via Notifications
Users are notified after submission once the report reaches a final state (Success or Failed). These alerts help users stay updated without needing to manually check report status.
An email is sent to the user who generated the reports when the report has reached its final state.
Step 4: Download the Report
Step 4: Download the Report
When a report is marked Success, users can:
Return to the Reports Summary Table.
Locate their completed report.
Click the Download icon to download the report.
📌 Note:
Reports can only be downloaded if their status is marked as Successful.
Notifications are triggered automatically once report generation completes—no manual refresh needed.
Users should monitor the Reports Summary Table for status changes (Pending, Success, or Failed).
Failed reports can't be downloaded—users may need to revise inputs and resubmit.
Users can only generate reports for a maximum span of 180 days per submission.
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