Report Details Panel field reference
When you hover over a row on the Download Reports page, the Report Details Panel opens beside the table. The panel shows metadata about report generation, upload, encryption, and configuration for that report run. You can review this information without leaving the table or opening the report file.
All users with access to Report Center can use this panel. No additional permissions are required.
For instructions on downloading reports, see Download reports.
Download Reports table columns
Each row on the Download Reports page represents one report run. The table columns show summary information; the Report Details Panel shows the full metadata for that run.
| Column | Description |
|---|---|
| Options | Download, re-run, or delete the report. |
| Status | Report generation status: Successful, In Progress, or Failed. You can download reports only when the status is Successful. |
| Creation Date | Date the report run was created. |
| Created By | User who created or triggered this report run. |
| Report Name | Name given to the report when it was created. |
| Template | Internal system name of the report type. See Report descriptions for user-friendly report type names. |
| Start Date | First date of the data included in the report. |
| End Date | Last date of the data included in the report. |
| File name | System-generated name of the report output file. |
Status badges in the panel
The panel header shows up to three status badges that track different stages of the report lifecycle.
Generation status
| Badge | Meaning |
|---|---|
| Generated | Report generation completed successfully. |
| Generating… | Report generation is in progress or scheduled. |
| Generation Failed | Report generation did not complete successfully. |
Upload status
The upload badge appears only when an upload to a configured report destination applies to this run. If no upload applies, the badge is not shown.
| Badge | Meaning |
|---|---|
| Uploaded | The report file was successfully uploaded to the configured destination (SFTP or S3). |
| Uploading… | Upload to the destination is in progress. |
| Upload Failed | Upload to the destination failed. The report file may still be available for direct download from Report Center. |
| (not shown) | No upload was configured for this report run, or no upload record exists. This is expected when a report is downloaded manually and not sent to a destination. |
Upload status is separate from generation status. A report can show Generated and Upload Failed, or Generated with no upload badge when no destination upload applies.
Encryption status
The encryption badge appears only when an encryption configuration applies to this run. If no encryption applies, the badge is not shown.
| Badge | Meaning |
|---|---|
| Encrypted | The uploaded file was encrypted with a PGP key before delivery to the destination. |
| Encrypting… | Encryption is in progress. |
| Encryption Failed | Encryption failed before or during upload. |
| (not shown) | No encryption configuration applies to this report run. |
For more information, see Encrypt reports using PGP keys and Manage report destinations.
Main panel fields
These fields appear in the main body of the panel for every report run.
| Field | Description |
|---|---|
| Created Date | Date and time this report run was created. |
| Created By | User who triggered this run, whether manually or through a schedule. |
| Report Type | User-friendly, localized name of the report (for example, Companies Report). |
| Template | Internal system name of the report definition (for example, channel-companies). This is not the name you entered when creating the report. |
Report Type and Template refer to different values. Report Type is the display name shown when you create a report. Template is the internal identifier the system uses for the report definition. The Template column on the Download Reports table shows this same internal name.
Report Details accordion fields
Expand Report Details in the panel to see additional metadata about the report run and its configuration. Some fields appear only when a value is available.
| Field | Description |
|---|---|
| Run UUID | Unique identifier for this single execution of the report. Each time a report runs—including re-runs—it receives a new Run UUID. Provide this value when contacting support about a specific report output. |
| Job UUID | Identifier for the report job or schedule that produced this run. All runs from the same scheduled report share the same Job UUID. Provide this value when troubleshooting a recurring report schedule. |
| Period | Date range of the data included in this run, shown as start date – end date. This is the actual data window for the run, not the scheduling label you selected when creating the report (such as Previous day). Shown only when a date range exists. |
| Filename | System-generated file name for this run. You can copy this value. Shown only when a file was generated. |
| Created By Company | Company of the user who created this report run. |
| Report Parameters | Filter values and settings used for this specific run, shown as key-value pairs (for example, developerStatus: NULL). Reflects the parameters in effect when the run executed. Shows N/A when no parameters apply. |
| Encrypted | Whether a PGP encryption configuration is associated with this report job. Yes means the report is configured to be encrypted before upload to a destination. No means no encryption configuration is set. |
| Encryption configuration name | UUID of the PGP encryption configuration applied to this job. Shown only when Encrypted is Yes. Cross-reference this value with your encryption configurations on the Report Destinations page. |
| Upload Configuration Used | Report destination used for this run. Shows a destination UUID for Report Center destinations, or Legacy Upload (SU Settings) for older SFTP configurations. Hidden when no upload is configured. |
| Report Run Duration | How long report generation took, displayed as HH:MM:SS. |
| Is Legacy Report (RC1) | Yes if this is a legacy external report (Report Center 1). No for standard SQL or custom reports. Legacy reports use older upload mechanisms. When Yes, a link to the destinations help topic is available for guidance on switching to Report Center 2. |
| Format | Output file format (for example, CSV, EXCEL, JSON_PREVIEW). |
| Separator | Column delimiter in the output file (for example, comma, semicolon, pipe, or tab). Shown when a separator is configured. |
| Header Format | How column headers are formatted in the output file. Shown when a header format is configured. |
| Footer Format | Footer content appended to the output file, if any. Shown when a footer format is configured. |
| Filename Template | Pattern used to generate the file name. Placeholders can include {JOB_NAME}, {JOB_UUID}, {RUN_DATETIME}, {FROM_DATE}, {TO_DATE}, {REPORT_NAME}, and {PARTNER}. |
| Send Email on Report Completion? | Whether an email notification is sent when the report finishes (Yes or No). |
| Date Format | How dates appear inside the generated file (for example, YYYY-MM-DD or DD/MM/YYYY). Shown when a date format is configured. |
| Decimal Separator Format | Decimal character used for numeric values in the file: period (.) or comma (,). Shown when a decimal separator is configured. |
| Line Feed | End-of-line style in the generated file: CRLF, LF, or CR. Shown when a line feed setting is configured. |
| Character Encoding (Charset) | Character encoding of the output file (for example, UTF-8 or ISO-8859-15). |
Run UUID and Job UUID
Think of the Job UUID as the report schedule or job definition, and the Run UUID as one time that job was executed. A daily scheduled report has one Job UUID but a new Run UUID each day.
Created By Company
When a company is recorded for the user who created the run, this field shows the company name (for example, AppDirect or AppDirect [MAIN]).
If you see undefined in the Created By Company field, no company was recorded when the report job was created. This is a stored system value, not a display error. It commonly appears for scheduled or system-generated report jobs where no specific company context was provided.
Report Parameters
Report parameters show the filter values that were in effect for this run. Keys correspond to the filters available for the report type. A value of NULL means that filter was not set or was left at its default.
Encrypted
Encrypted: No means this report job was not configured for PGP encryption. It does not mean that encryption failed. Reports downloaded directly from Report Center are always unencrypted. Encryption applies only when a report is uploaded to an external destination with an encryption configuration. See Encrypt reports using PGP keys.
Panel actions
| Action | When available | Description |
|---|---|---|
| Download | Generation status is Generated | Downloads the report file for this run. |
| Re-run | My Reports tab only | Re-runs the report with the same parameters. May overwrite an existing file if the filename template does not include the run date. See Re-run a report. |
Troubleshooting
| Symptom | What to check |
|---|---|
| Upload badge is not shown | No destination is configured, or the report is download-only. This is expected behavior. |
Created By Company shows undefined | No company context was recorded at job creation. This is not an error. |
| Encrypted: No but encryption was expected | Encryption must be configured on the report job and linked to a destination upload. Direct downloads are never encrypted. |
| Upload Failed but generation is Generated | The file was created but not delivered to the destination. Check your destination configuration and the Upload Configuration Used value. |
| Contacting support | Provide the Run UUID for a specific report output, or the Job UUID for a recurring schedule. |
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