The Downloads page serves as a central hub for admins (with permission) to view, manage, track, and download created standard reports. Admins can think of this page as your go-to place for all standard reports created by admin users. Once users have created their standard reports, admins can view, download, or delete them from this page.
Features of this downloads page include the ability to...
- Store all Standard Report downloads in a centralized location
- View pending Standard Report downloads (see our tip on Check for live updates toggle below)
- View completed Standard Report downloads (see our tip on Check for live updates toggle below)
- Download completed Standard Reports
- Delete previously created Standard Reports
- See the Standard Report Download Type of a particular report
- Use the Search Downloads bar to search for the Name, Status, and Download Type of the Standard Report
- Receive mailer notifications when a Standard Report is ready to download
- Quickly access the Downloads page through our Downloads page icon
TIP: The Check for live updates toggle allows admins to set a preferred view to monitor the progress of Standard Report downloads.
Toggling this option OFF will allow admins to see Standard Reports in all Statuses (Pending and Completed)
Toggling this option ON will allow admins to see Standard Reports that are Completed and ready to download.
To download a Standard Report from the Report Downloads page, you must first create your standard report.
To learn more, see our articles on Generating Standard Reports on Application data and Generating Standard Reports on Form data
To Download a Standard Report from the Standard Report Downloads Page...
- Click Reports in the main navigation menu (or the Downloads Page icon on the top right corner of your screen)
- Click Downloads
- Click the name of your Standard Report (or the Actions Download Icon) of your desired report
- Open the downloaded zip file or CSV
Admins will receive a Your download is ready! mailer notification straight to their inbox when a Standard Report is available to download within the Downloads page in Via.
Deleting a Standard Report WILL NOT negatively impact active or historical data in Via. Deleting a Standard Report will only delete the report itself from appearing on the Downloads Page. Once the reports have been deleted, the files are irretrievable. Admins can generate a Standard Report with existing data at any time.
To Delete a Standard Report from the Standard Report Downloads Page...
- Click Reports in the main navigation menu (or the Downloads page icon on the top right corner of your screen
- Find the Standard Report you would like to delete
- Click on the Trash Can icon within the row
- The Standard Report deleted notification will appear
- Your report will be removed from your Downloads Page and is now deleted