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Report Output Tray

Reports that you process go to your Report Output tray.

To open your Report Output tray, go to the Reporting menu, and click on the Report Output option.

Locate the report by name. Your most recently processed report displays at the top.

A report status of Success is the common status that displays in the "Info" column for a report. You can view or download a successfully processed report.

• Open.  To view a report, click on its link for Download, and click Open.
• Save.  To save a report, click on its link for Download, and click Save. The format that you selected when processing the report determines the file type.

If a report's status is Pending, then it hasn't completed processing. A Failed report may indicate a problem with the source report file for a custom report.

After a pre-defined number of days, typically 30 days, old reports are deleted by an automatic clean-up process. You can also delete reports from the tray.

• Delete one report.  Delete one report by clicking on its Delete link.
• Delete all reports.  To remove all reports from your output tray, scroll-down and click on the Delete All Reports button.

Report Output Tray

• PDF or Screen Format report:  Click on Download. This opens the PDF file in a secondary view. Print or Save.
• ASCII report:  Click on Download. This opens the ASCII file in secondary view. Select the text using your cursor. Copy the text (press Ctrl/Command + C). Open a document or file with Microsoft® Notepad®, Microsoft® Word®, or Microsoft® Excel®, or other office productivity software, and then paste the data (press Ctrl/Command + V on your keyboard) into the document or file.
• Excel report:  Click on Download. A dialog prompts you to open, save, or cancel. To save, click on Save. Alternatively, to open the file in secondary view, click open. To save a copy, click Save. The Save As window opens. Select the directory where you want to save the file, and modify the File name as needed without changing the file extension (.xls). Click on Save.
• HTML report:  Click on Download. This opens the HTML file in a secondary view. Optionally, select and copy (press Ctrl/Command + C) all or part of the file and paste it (press Ctrl/Command + V on your keyboard) into your preferred office productivity software.