To view reports that have been previously generated, including a full contracts CSV download, follow the steps below:
📌Note: If the Download button isn't available, the report is still being generated. When downloading a contracts CSV report for the first time, you may see a message stating: "This will take more than 5 minutes. We will send an email when it is done." Once you receive the confirmation email, the Download option appears in Report History.
📌Note: Generated reports are linked to your individual user account and are not shared or viewable by other team members.
Go to the REPORTS tab.
Select Report History.
To sort the list by date, click on Created Date.
To sort in reverse order, select Created Date a second time.
For a specific report, under the File column click the Download button.