Working with Completed Reports in WebReports

The Completed Reports page contains reports that were processed using Queue or Download.

From this page, you can open available result views, download generated files, review execution parameters, rerun reports, and delete completed report records.

The available actions depend on how the report was processed, the report configuration, and your assigned permissions.

Open Completed Reports

1. Sign in to WebReports.
2. Select Reports.
3. Select Completed.

Recently processed reports normally appear near the top of the list.

If a submitted report does not appear immediately, allow additional time for processing and refresh the page.

Processed reports displayed on the Completed Reports page.

Understand completed report records

Each record represents a processed report execution.

The information displayed may include:

• Report name
• Generated file, when applicable
• Creation date and time
• File size
• Processing or expiration information

A report submitted using Download has a generated file in the selected format.

A report submitted using Queue does not generate a downloadable file, so its File field may be blank.

Select a completed report

Select the checkbox beside a report to enable its available actions.

Depending on the selected record, available actions may include:

• Detail Grid
• Summary Grid
• Finished Report
• Visualize
• Download
• Parameters
• ReExecute
• Delete Selected

Actions that do not apply to the selected record remain unavailable.

Open a queued report

A report processed using Queue can provide the following result views:

• Detail Grid — Displays individual report records in a grid.
• Summary Grid — Displays summarized or calculated results.
• Finished Report — Opens the formatted report viewer.
• Visualize — Opens interactive charts and dashboards.

To open a result:

1. Select the checkbox beside the queued report.
2. Select an available result view.

The selected view opens immediately. No additional confirmation dialog appears.

Available result views depend on the report’s configuration and your assigned permissions.

For instructions on using these views, see Viewing Report Results in WebReports.

Download a generated file

Reports processed using Download have a generated file associated with their Completed Reports record.

To download the file:

1. Select the checkbox beside the completed report.
2. Select Download.

The file downloads immediately through your browser. WebReports does not display another prompt.

The browser determines where the file is saved. Depending on its settings, the browser may save the file automatically or ask you to choose a location.

Queued reports do not have generated files, so Download remains unavailable for those records.

For the complete file-generation workflow, see Downloading Reports in WebReports.

Review execution parameters

Select Parameters to view the values used when the report was executed.

The Parameters dialog may display:

• Date ranges
• Selected pools
• Filter values
• Other report-specific parameters

The displayed values are read-only. Select the X to close the dialog.

Parameter values used for a completed report execution.

Reexecute a report

Use ReExecute to rerun a completed report.

1. Select the checkbox beside the report.
2. Select ReExecute.

WebReports reruns the report and refreshes the Completed Reports page. The newly generated results overwrite the selected Completed Reports record.

ReExecute does not create a separate record.

Depending on the report, its existing parameter values may be reused automatically.

Important: Because the existing record is overwritten, download or preserve any results that must be retained before selecting ReExecute.

Delete completed reports

Use Delete Selected to remove completed report records that are no longer needed.

1. Select the checkbox beside each report you want to remove.
2. Select Delete Selected.
3. Review the confirmation dialog.
4. Select YES to delete the selected records or NO to cancel.

No report is deleted until YES is selected.

Confirmation displayed before completed report records are deleted.

Deleting a completed report removes that processed execution from the Completed Reports page. It does not delete the original report definition from Available Reports.

Important: Confirm that the selected reports are no longer needed before deleting them.

Understand report expiration

Completed report records may be removed according to your organization’s configured retention or expiration settings.

Download or preserve any required report files before their completed records expire.

Contact your WebReports administrator if you need information about your organization’s report-retention settings.

Queue or download a report

Use Queue when you want WebReports to process a report in the background and make its configured result views available from Completed Reports.

Use Download when you need a generated file in a specific format.

For complete instructions, see:

• Queuing Reports in WebReports
• Downloading Reports in WebReports
• Viewing Report Results in WebReports

Protect completed report information

Completed reports may contain confidential business, employee, customer, or financial information.

Before viewing, downloading, rerunning, sharing, or deleting a report:

• Verify that you selected the correct report.
• Confirm that recipients are authorized to view its information.
• Review the execution parameters.
• Save downloaded files only in approved locations.
• Obscure sensitive information in screenshots.
• Follow your organization’s security and retention requirements.