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Viewing generated reports

Access previously run reports​

When you run a report, a report item is created containing the documents generated by that report.

To access these documents, view the report item and download the document files to your device. You can also see when the report was run and any linked items that the report pertains to.

See all report items​

To list all the generated report items within your Alloy customer project:

  1. Open the Reports dashboard card and select Reports to display a list in the right panel.

  2. Scroll through the list or use the top box to search for keywords.

  3. Select a report item to view its details.

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See reports for a particular item​

Some reports are designed to operate on a single item. If an item-level standard report was run from an item, the generated report item will be listed in that item's Reports tab.

Similarly, when running a custom report, if an item is chosen to populate an Item or Alloy ID data source, the generated report item will be listed in that item's Parents tab.

To see if a particular item has any linked report items:

  1. Select the item to view its details in the right panel.

  2. Use the tab bar to view both the Reports and Parents tabs.

  3. Select a report item to view its details.

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Viewing a report item​

When viewing a report item's details, the General tab is shown by default, which displays the following:

  • how the data sources were populated

  • the Status of the report generation process:

    • Running - documents are being generated.

    • Completed - documents have been generated and are available to download.

    • Failed - documents couldn't be generated. Check the Error field for more details.

  • the number of documents generated

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See when the report was run​

Use the tab bar to switch to the Audit tab and then select the Created entry.

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See linked items​

Depending on how the report was configured, the report item may be linked to items that were used as data sources.

For item-level standard reports (), use the tab bar to switch to the Parents tab.

For custom reports (), select the Items Reported On icon on the General tab (if present).

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Download a report item's documents​

To download all of the documents held by the report item, select More in the action bar on the General tab and choose Download. To learn more, see Downloading report documents.