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Report History
Rishabh Singh Jasrotia avatar
Written by Rishabh Singh Jasrotia
Updated over a year ago

The Report History page contains all the information for previously executed report automation across your accounts. You can quickly check whether your report was delivered successfully or not, as well as preview the sent report.


The page displays the account(s) the report was generated for, along with the report template's name, the date and time it was sent, and by whom, which would be the team member that created the schedule. You'll also find the option to download the PDF report that was sent or access the report via link under the 'Preview' column, these options vary based on the format that has been selected in the schedule.

The search bar allows you to find a specific template.


Filters

You can filter out by Account(s) for which the report was scheduled, and the date on which the report was sent.


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