Excel Request Tracking Report

Written By Devin O'Neill ()

Updated at April 4th, 2025

Summary

  • An administrator may make multiple requests for the same file if the email delivery is delayed. To prevent this, a "Check your Export status here" link has been added to the "Make An Excel Request" pop-up window.
  • Administrators can check the status of all their Excel file requests.

Configuration

  • Click Export and select the Make An Excel Request option.


  • The request is raised to export the Excel file to the provided Email ID.
  • To check the status of the Excel file request, click the Check your Export status here link.


  • An Annotated screenshot of the Excel Request Tracking Report is below:


  • Select the start and end dates to fetch the Excel Request Tracking Report.
  • Users who request Excel files can fetch the status of all their requests by searching through the User email address.
    1. Date: Displays the Excel file requested date.
    2. Requested User: Displays which user has requested the Excel file.
    3. Report: Displays in which report the Excel file is requested.
    4. Status: Displays the status of the Excel file request. 
      1. Process Not Started
      2. In Process
      3. Processed
    5. Email Status: Displays the status of the Email.
      1. Not Sent
      2. Sent
    6. Email Send To: Displays to which user the Excel file is sent.