History List Overview

The results of scheduled reports/documents in the History List appear as archived results of data that reflects the data that was current when the report/document was executed and stored in the History List.

Documents are usually composed of multiple reports, and each report in each document is counted as one entry in the History List. Therefore, a document takes up more available space in the History List than a report does. Report/document results do not remain in the History List indefinitely. The number of reports and documents that each user can have in the History List and the length of time they remain there are defined by the administrator.

If a report/document is scheduled to arrive in the History List frequently, the report's results may appear multiple times in the History List especially if the list is not checked daily.

This overview offers a description of the screen, tools, and functionality available on the History List page.

In any column, click to sort the column in ascending or descending order.

Use the tools in the History List to refresh the list, Show Children, and Close the list.

Click to refresh the list.

Click to view the children reports for documents

Click to close the list

Click any link in the list to view the report or document.

Reports and documents may be in one of several statuses:

Ready (Bold): The execution of the report/document is complete. Click the link to see the results.
Ready (mark as unread): The report has been viewed. Click Mark as unread to change the report status to Ready as though it has not been viewed.
Waiting in Queue: The requested report/document has not yet executed. The report/document is executed when all reports ahead of it in the queue are completed or removed.
Error: The report/document execution process returned an error or was invalid. Click the link to see the error page. If the report/document can still execute successfully, you may be sent to the wait page while the report/document executes. Some reasons for an invalid report/document include a report/document that has been removed or changed in the system, has problems with its definition, or contains errors of another type.

The Message Creation Time displays the view of the data at the time the report was run.

Use the tools in this column to export or edit the report:

Click to export the report.

Click to pdf the report as a pdf.

Click to view report details. Some fields may not be displayed if the information is not available; for example, not all reports have a filter applied to them.

Click to rename the history list message.

Click to select the check box for any report, then click Remove to remove that report from the results. This does not delete the report or the subscription.