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How to download or delete a report

Get the file from a finished report, or clear the row out once you are done with it.

Get the file from a finished report, or clear the row out once you are done with it.

Before you start: the report has to say Completed. While it is In Progress the menu shows "Report is not ready yet" instead of Download.

1. Open Reports from the side menu and press the three-dot button on your report row.

step 1

2. Press Download and the file lands on your computer.

step 2

3. To delete it instead, press Remove and confirm in the dialog.

step 3

Good to know

  • Deleting is permanent: the row and the file both go, with no undo.

  • Stuck on "Report is not ready yet"? Refresh the page, because the status never updates on its own. If it still does not change, generate the report again.

  • Employees can only delete reports they generated. On a colleague's report you get "Please fix the errors before submitting". That is a permissions error, not a form problem.

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