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8.1. Viewing Report Output
Last Updated 01/09/2025
How to View Report Output
Once a report definition has been saved, the output is stored in the specified Output folder and will remain there until manually deleted. If the report was set for a future date or as a recurring report, the report instance will show under Pending Items. Once the report has finish, it will show under Completed Items.
Note: While waiting for a report to run, you can click the Refresh Grids button to see if a pending report has completed.
To view report output in the staff client:
- Open the reports interface and click on Output to expand the folder. Select the folder where you saved the report output.
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Depending on the type of output you selected, you may have an option to view the HTML, CSV, or both.
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To view the output in your browser, click HTML. To download a spreadsheet, click CSV.
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If you want to manipulate, filter or graph this data, Excel output is very useful and will generate a ".xlsx" file.
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If an email address was entered during the report definition stage, an email will be sent when the report completes that includes a link to the output file. Staff must be logged into an Evergreen account with access to the designated Output folder in order to view the report output.