Download Generated Executive Summary Reports

Reports that have been generated, whether manually or automatically using a schedule, must then be downloaded manually.

Executive Summary Reports can be downloaded by:

  • Administrator level users
  • SuperUser level users

Reports are not automatically downloaded

  1. Log in to the Management Console under a SuperUser or Administrator account
  2. Navigate to Reporting > Executive reports (Preview) in the vertical menu
  3. Use the filter, search or scroll to find the report to download
  4. Click the report name in the Report file column to begin the download

    5. The generated report name will be in following format:

    CustomerName_CustomerId_MonthName-Year_ESR.pdf