Archiving Reports as an Administrator
As an Administrator, you have the option to archive a report by following these steps:
Archiving a Report
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.
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.