Help centre / Desk / Day to day
Run a report
Reports shows what came in over a period, what the checks found and how much each reviewer has decided. Admins can also download the underlying records.
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Open Reports
Choose Reports along the top.
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Choose the period
Pick from Last 7 days, Last 30 days, Last 6 weeks or Last quarter, or choose Between two dates and set the from and to dates. The page updates as soon as you choose.
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Narrow it by how documents came in
Use the second list to show Uploads and email, just Uploads or just Email.
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Read the numbers
Across the top you’ll see Documents checked, Sent to a person, Decided and Typical time to decide. Below them, What the checks found each week charts the results and Reviewers shows what each person has open and has decided.
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Download what you need
Under Downloads, press Export for a spreadsheet of every document or everyone in Desk, or Build for an audit pack of closed items. We’ll email you when it’s ready, and a Download link appears beside it for a limited time.
If something goes wrong
Downloads isn’t on the page. Only admins in Desk can download records. Ask your Desk super admin to make you an admin, or to run the download for you.
A download says it failed or expired. Press Export or Build again to make a fresh one. If it fails again, write to us at [email protected].
Still stuck? Write to [email protected] and we'll get back to you.