How to access
You can access My reports window from anywhere in the Isabel application by clicking on in the top right corner.
How to
Download one or multiple reports
- To download a single report:
- Click on the status, in the Status column (The report must be complete. Status is not: "In progress".)
- Download the PDF, TXT or XLS. Depending on your setup the option Open might be available.
- To download multiple reports:
- Select the reports you want to download (all the selected reports must be complete. Status is not: "In progress".)
- Click on download.
- Download the ZIP archive. This ZIP contains all your requested reports.
Scheduling daily account information reports
When scheduling a report, the report will automatically become available for you at 8 a.m. on every workday. A scheduled report is only possible when you are using relative dates (e.g. yesterday, this week ...) while creating a report in Account information. You are able to find an overview of your scheduled reports by clicking on the tab My reports > 'My scheduled reports'.
There are 2 manners to schedule a report:
- Via the report window :
- Go to the tab Account Info.
- Select the accounts that you want to be included in the report and choose Create report.
- In the Create report window, set the option to Statement and select the End of day statements from option and the desired relative date. Choose your desired view options.
- Select the option "Schedule this report".
- Choose PDF format, TXT format or XLSX format to create the report.
- Open the report once it's finished and verify if this is the report you want to schedule.
- Via the overview
- In the My reports window, select the report you want to schedule.
- Click Schedule.
Note: If the column Scheduled does not contain "No", your report is not possible to schedule (= not based on a relative date).
Troubleshooting
The printing report stays in status "In progress"
When a report is created, it will be added to a queue and its status will be "in progress". The queue has a high priority for small reports (like the details of a transaction or the exchange rates). Larger reports can take up to a few minutes to be created.
Once a report is finished, you will be notified by a popup that will appear in the right bottom corner (similar to the popup when you request the report).
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In case your report stays in the status "In progress", even after about 15 minutes there might be a delay in the printing service. In case of general issues you will be notified through the different ways of communication within the Isabel 6 application.
How to view the document ID (for troubleshooting purposes)