Skip to main content

How do I access my completed reports?

Where to find and search through completed reports

Written by Lily Share
Updated over a month ago

All reports you have generated can be found in the Reports tab in the sidebar, located on the left-hand side of the portal.

Viewing Reports in the Reports Tab

Within the Reports tab, reports are listed by date of generation.

Selecting the My Reports button filters the list to show only the reports you have generated.

From the Reports tab, you can see:

  • Whether a report is still generating (a spinning circle and the status “Generating” will appear to the right of the report)

  • The date and time the report was created

  • Who ran the report

  • Whether risk has been identified in the main report sections

  • The report template used

  • Risk score (shown only for report templates that include risk scoring)

To view a full report, click on the report title. The report viewer will open, with navigation on the left-hand side and actions such as Share, Export (PDF), and Ask Xapien at the top of the page.

Please note that reports visible are those generated by all users across all teamspaces you are a part of.

Did this answer your question?