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My Reports

My Reports

Owned by Romina Chu (Unlicensed)
Last updated: Jan 12, 2023 by Rebecca Kornblum
4 min read

My Reports is a permission-based page used to run reports based on the entire organization’s data. It is usually used by the organization’s administrators. See the Permissions Master Document for details.

Retrieve a Report Based on Selected Filters

  • All Application Roles

    • All applications assigned to an agent

    • Multiple agents can be assigned to the same application

  • 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

Columns

Column Name

Column Filter Type

Description

Column Name

Column Filter Type

Description

Report Type

Multi+search

Type of report being run

Report Name

 

Name of report being run

Requested

Date+time

Time and date on which the report was requested to be run

Status

Multi+search

Status of the report as it is being run:

  • Queued - status displayed immediately after the user selects a report and clicks Run Report

  • Running - status is displayed after Queued when the report is being generated

  • Success - status displayed after the report has been successfully run and is available for downloading

  • Error - status displayed where there has been a system failure while processing the report

Completed

Date+time

Time and date when the report finished running

Functions of the Buttons on My Report

Run Report

The Run Report button is disabled by default and is only enabled after you have selected a report to run from the Report Name dropdown.

  1. Select the type of report to run.

  2. Click the Run Report button.

  3. A green popup notification is displayed to notify you that an email will be sent when the report is ready.

  4. Refresh the page to see the query status of the selected report.

     



Download a Report

The Download button is displayed only after the report has been run successfully and is ready to download. Once the button is displayed, it is always enabled. You can download the report any number of times.

 

Delete a Report

You can delete any report that is available for download and the row will be permanently removed from the grid. A green popup notification is displayed to notify you that the selected report has been deleted.

Cancel a Report

The Cancel button is displayed only when the report is still queued. A green popup notification is displayed to notify you that the selected report has been 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.

Export Grid Results

  • The Export Excel button is used to export data from the My Report grid into an Excel file and download it to your system.

    • The Excel Export button is displayed only if the organization and user have Excel Export permission turned On for the organization and role.

    • The downloaded result will be in an Excel file.

  • There are two versions of the grid results that can be downloaded depending on the following:

    • With Kendo + ExportAllPages permission turned On for the organization, the Export Excel button will export all pages of the grid results.

    • With Kendo + ExportAllPages permission turned Off for the organization, the Export Excel button will only export the first page of the grid results (first 100 results).

 

Save/Load/Clear Grid Settings

See the Saved Report Views article for details.

 

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