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.
Navigate to the REPORTS tab.
Select Report History.
Here you find a list of reports that have previously been generated.
To sort the list by date, click on Created Date. To sort in reverse order click Created Date a second time.
To download a specific report, under the File column click the Download button against that report.