Section 7.2 Exported Reports

Section 7.2 Exported Reports

The Exported Reports page lists all report exports generated within the user's Project scope, both one-off exports triggered manually from a report page and recurring exports produced by Export Report Schedules. Exports are generated asynchronously: a request submitted from a report page is queued, processed by the export service, and listed here when complete.

Exports originate from the Export button on any report page (see any Section 7.1 report article).


Accessing Exported Reports

Exported Reports is reached from the Reports landing page at /report, or directly at /report-exports. Access requires the Exported Reports permission in the Workspace's Security Policy, in addition to Project scope. See Section 12.5 Security Policy.

Grid view

The page displays a Kendo grid with four columns:

  • Name — the export filename (without extension). Clicking the Name opens the Exported Report detail page where the file can be downloaded. The Name is always a link regardless of Status.
  • Type — the report type that produced the export (for example, ImageQualityAnalysisReport, DataExtractionReport). One value per row.
  • Status — current state of the export. See Status values below.
  • Date Created — timestamp when the export was queued.

The grid is sorted by Date Created in descending order by default, so the most recent export appears at the top. Clicking any column header sorts the grid by that column; clicking again reverses the sort direction.

Each column has a filter row beneath the header: a text filter for Name, value pickers for Type and Status, and a date picker for Date Created. The filter icons apply the filter; the clear-filter icons remove it.

When no exports exist within the Project scope, the grid displays No Records Available.


Exported Report detail page

Clicking a Name in the grid opens the Exported Report detail page. The page displays the four field values from the grid row (Name, Status, Type, Date Created) and provides a Download button in the top-right.


The Download button is functional only when Status is Completed. If clicked when Status is Queued or Failed, a Failed to download pop-up appears with a close (X) button in the top-right corner; the pop-up dismisses itself automatically after 5 seconds.

The downloaded file format varies by report type. Each Section 7.1 report defines its own export structure — see the Exported Format subsection of the source report's article for the file layout.

Status values

An exported report is in one of three states:

  • Queued — the export request has been accepted but the file has not yet been generated. The row transitions to Completed or Failed when the export service finishes processing.
  • Completed — the export file is ready. The Download button on the detail page produces the file.
  • Failed — the export did not generate successfully. Failed exports cannot be downloaded; re-trigger the export from the source report page.

Retention

Exported reports are retained for 365 days from the Date Created, regardless of Status. After 365 days the row is removed from the list automatically and the underlying file is deleted from storage. The retention policy applies equally to Completed and Failed records. To preserve an export beyond 365 days, download it and store a copy outside the platform.

Permissions

Access to Exported Reports is governed by the Reports permission tree in the Workspace's Security Policy. Two permission checks apply on this page:

  • Exported Reports — top-level permission that grants access to the page itself.
  • Per-report permissions — each report type under Reports → Reports in the Security Policy (Scanner Barcode Duration Report, Export Package History Report, Reconciliation Report, Image Quality Analysis Report, Data Extraction Report) has its own permission. A row in the Exported Reports grid is visible only if the user has the matching per-report permission.

A user with Exported Reports permission but no permission for a specific report type does not see rows of that report type in the grid, even if those rows were created by another user within the same Project scope. Within the report types the user is permitted to see, all exports within the user's Project scope are visible, including those created by other Project members.

Note: Exported Reports (Section 7.2) is distinct from Export History (Section 13.6). Section 7.2 surfaces XLSX exports of the Section 7.1 reports — Image Quality Analysis, Data Extraction, Scanner Barcode Duration, Export Package History, Reconciliation. Section 13.6 surfaces export packages produced by the Export module, which contain processed images, redactions, and structured data extracted from batches. The two surfaces report different artifacts from different pipelines.

See also Section 7.3 Export Report Schedules for recurring exports that land on this page, and Section 13.5 Set Export Destination for configuring Targets that receive exports.

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