Reports

Owned by Gilles Taillon
Last updated: Nov 24, 2023 by Melanie Bujold
3 min read

Here is the list of all the reports available in Spordle ID. Click on one of the reports to get the full description.

 

Report List

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Dashboard

In the Dashboard menu for reports, you will have a list of all reports available. At the top of the page, icons are displayed, containing categories that reports are filtered by.

Clicking each icon, the associated reports will be displayed below.

  • The systems beside the report name in the list of reports will show you that the report is either a custom report, as seen beside the $$ report, or that the report is available in both a summary or a detailed version, as seen beside the branch report.

  • You can click on the report name to go directly to the report.

  • Clicking on the 3 blue dots is another way to open the report. The delete option is only available if it is a custom report created by you.

  • From the reports dashboard, you can search for a report by starting to type the report name in the search box.

 

Custom Reports

The option to create a custom report is available for each report. You can select columns for your report from the list of default options.

Saved custom reports will be added to the custom icon, so that you can run the report over again.

To remove a custom report, click on the 3 blue dots on the report list and click delete.

 

Exports

You can run all reports in CSV or Excel, report processing may take a few minutes. You can go to other screens during this time and find your report in the export tab of the Report menu. Your report will remain in the export tab for a few days. In order to export the file, you just have to click on Action and on Export Excel.

  • The yellow clock indicates that the report is being generated. You can continue your work, and once it is complete, it will be available to download from the Exports menu.

  • You will receive a notification received when the export of a report is completed.

  • Once a report is run, it will be available to download for a few days. Each report is shows the date that it was generated, and shows the date it will expire.

Note: All times are displayed in the local time zone in reports as well as in downloaded files.

Note: If you have a delay when exporting a report or if the report fails, go to the Exports menu. Click on the Refresh symbol

Note: During high volume times, a delay may occur in receiving the notification that your report is ready. We suggest that you go to the Exports page to see if your report is ready and instead of waiting for the notification.

There will be times that your report is too large to display on the screen. A message will appear - Your report is too heavy, click here to download the complete report. Click on it, and you can view the full report from the export.

 

 

 

 

 

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