The Downloads Center provides easy management of new and existing Client exports and generated reports by bringing them together.
View the Downloads Center
In the upper right hand of the platform look for the Downloads icon. This looks like a file folder with a downward arrow. When a new download is available a red dot will appear on this icon.
Click the download icon to open the downloads dropdown where all of the most recent generated downloads are available.
At the bottom of the dropdown click See All Downloads to open the Download Center.
Here, you will see a table displaying any generated report downloads and Client exports for any Clients you have permission to view.
Understanding the downloads table
Each column of the downloads table provides important information at a glance.
File Name
The file name is automatically generated using the Client ID, and either the Client name or the name of the report or dashboard that was downloaded. Clicking the file name will download a copy of the file to your computer.
Category
Category notes whether the download is a Report, Client Export, or Dashboard.
File Type
This specifies the file format that the download was generated in.
Completion Date
The date the download or export was completed on.
Status
Notes whether the download completed, or if an error occurred.
Delete a download
To delete a download, click the ellipsis in the far right column of the downloads table next to the report or export you wish to remove.
This will open a small dropdown, click Remove from List to open the deletion confirmation window. Downloads are system wide, if you delete a file from the Downloads section this will delete it for other users as well.
Lastly, click Delete to confirm the deletion of this download.
