V3 Extracted Reports

What’s about?

In the Extracted Reports section, you will find all reports you have exported from the Reports section.

Open

You can see the following information:

• Name of the report

• Type of the report (Manual or Scheduled)

• The report range of dates

• When the report was extracted

• Status of the extraction (Completed, Empty, Error)

• Format of the report (CSV, PDF, XLS)

You can perform the following actions:

Open

Download Extracted Reports

The Download Extracted Reports command will be shown only if the Report is not empty.

The default maximum length of the Reports is:

• 5000 records for CSV/XLS files

• 1000 records for PDF files
  
  

Any report exceeding this limit will be split into more files and compressed in a zip file.

This option can be disabled or the report files sizes can be modified in the Settings V3 General section (split report). 

Extracted Reports on New Client Experience

AVAILABLE FROM VERSION 3.41.0

If you enable New Client Experience, you can view this visualisation, with the list of extracted reports:

you can:

• search for a specific report

• clear all filters

• manage columns, by selecting or not them

• activate the advanced search for each field

• from the 3 dots menu, you can edit, download or delete the report

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