My Reports page is a permission-based and is page used to run reports based on the entire org’s organization’s data and . It is usually used by Org admins (see Permission for more details)
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1. Retrieve report based on selected filters
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the organization’s administrators. See the /wiki/spaces/INSPT/pages/981434369 for details.
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Retrieve a Report Based on Selected Filters
All Application Roles
All applications assigned to an agent
Multiple agents can be assigned to the same Appapplication
All Follow-Ups
All leads with a follow-up action tied to them
All Leads
All applications within the organization
All Prospects
All leads within the organization
2. Columns
Report type
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Columns
Column Name | Column Filter Type | Description |
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Report Type | Multi+search | Type of report being run |
Report Name | Name of report being run | |
Requested |
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Date+time | Time and date on which the report was requested to be run |
Status |
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Multi+search | Status of the report as it is being run |
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Completed |
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Date+time | Time and date when the report finished running |
2.1 Filter type of each column
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Column Name
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Column Filter Type
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Report Type
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Multi+search
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Requested
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Date+time
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Status
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Multi+search
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Completed
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Date+time
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Functions of the
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Buttons on My Report
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Run Report
The Run
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Report button is disabled by default and is only enabled after
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you have selected a report to run from the Report
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Name dropdown.
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Select the type of report to run
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Click theRun Report button.
A green popup notification is displayed to notify you that an email will be sent when the report is ready.
Refresh the page to see the query status of the selected report.
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Download a
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Report
The
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Download button is displayed only after the report has been run successfully and is ready to download
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. Once the button is displayed, it is always enabled
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. You can download the report any number of times.
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Delete a
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Report
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You can delete any report that is available for download and the row will be permanently removed from the grid
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. A green
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popup notification is displayed to notify
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you that the selected report has been deleted.
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Cancel a
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Report
The Cancel button is displayed only when the report is still queued
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. A green
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popup notification is displayed to notify
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you that the selected report has been
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canceled. This button is available only for the duration of the report being processed and is replaced by the Delete button once the report is completed.
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Export
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Grid Results
The
export excelExport Excel button is used to export data from the My Report grid into an
excelExcel file and download it to
the user’syour system.
The excel export Excel Export button is displayed only if the org organization and user has have Excel export Export permission ON in turned On for the org organization and role.
The downloaded result will be in excel an Excel file.
There are two versions of the grid results that can be downloaded depending on the following:
With Kendo + ExportAllPages permission ON turned On for the orgorganization, the Export excel Excel button will export all pages of the grid results.
With Kendo + ExportAllPages permission OFF turned Off for the orgorganization, the Export excel Excel button will only export the first page of the grid results (first 100 results).
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Save/Load/Clear
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Grid Settings
See the Saved Report
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Views article for
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details.