Manage Partner Report History

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The Report History page displays all reports that you generated as a quick report, a scheduled report, or a financial report. These reports are available for you to view and manage until they expire, after which they will no longer be available on this page.

Note

Reporting functionality is limited in the sandbox environment because it is not a production environment with validated data and connectivity.

Report History Details

The Report History page lists your previously generated reports with the following details:

  • Report Name: The name of the generated report

  • Created: The date and time that the report was generated

  • Type: The type of standard report or financial report

  • Status: The status of the report: Generating or Finished

  • Expiration: The date that the report expires. Reports expire 30 days after generation.

Download a Previously Generated Report

To download a previously generated report:

  1. Under Admin in the left navigation panel, select Reports then Report History.

  2. Click the More Options icon and select Download.

A copy of the report is saved to your default download location as a CSV file.