Reports
Read report settings, understand run results, and find delivered or retained files.
Open a report
The app names this panel Report. Reports make PDF or Word documents from your data.
Open a workspace that you can access.
Select Report in the sidebar.
In Reports, select Open in the necessary row.
| Control or information | Purpose |
|---|---|
| Name / Template | Identify the report and its template or Custom script type. |
| Last Run At | The time of the most recent run. |
| Errors | Error counts for one day, one week, and one month. |
| Status | Shows whether the report is enabled. |
| Open / Run | Open shows report details. Run starts the report on demand. |
New report is the creation control. Select ← Reports to go back to the list.
User flow
Report user flow
Scheduled runs can email documents to recipients. Select Run to start the report on demand.
Feature pages
Structure