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FAQs - Reports

Frequently asked questions about reports

Written by Uliana Tokerava

How do I change the attachment name or title when dispatching a report?

The attachment name of a dispatched report PDF is set when the report is generated, not on the dispatch screen.

To change the report title, do the following:

1. Open the report from the Process section of the task.

2. Click the three horizontal lines to view details, then click Edit.

3. Update the Title field, then click Save Report.

4. Click Sync to regenerate the PDF. A published report must be unpublished before you click Sync.

How to download multiple reports at once?

  1. Go to Customer Data > Reports.

  2. Add filters to narrow the list, for example a Property filter to get every report for one property.

  3. Click Download, then Download Report PDFs.

The PDFs of the reports that match your filters download as one zip file.

If you see "Failed to prepare download … has failed to generate, try again with a smaller selection", too many reports match your filters. Narrow the filters, for example to one property or a shorter date range, and download again.

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