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Archiving Reports as an Administrator

As an Administrator, you have the option to archive a report by following these steps:

Archiving a Report

  1. Navigate to Report Overview:

    • Go to the report overview.

    • Select the report you would like to archive.

    • Click on the “Processed” button that appears after you make the selection.

  2. Confirm Archiving:

    • After clicking “OK”, the status of the report will change to “Closed”.

Note: Once reports are closed and archived, they cannot be re-opened or amended.

Viewing Archived Reports

  • All reports, regardless of their status, remain in the general report overview.

  • To specifically search for archived/closed reports, use the filter on the upper right side of the report overview.

When to Manually Archive a Report

  • It is not always necessary to manually archive reports.

  • If you have an automatic export to our sFTP Server, you can configure the system to close/archive the report automatically after the export runs.

  • If you do not have any automated export to our sFTP server, we kindly advise to make use of this functionality.

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