If you’re running big reports on large amounts of customer, ticket, or sales data, you may have encountered the following prompt during the report setup process:
- If you see this prompt, we will pause the submission and ask you to complete your configuration first.
- Before you submit the report, you can add and edit columns, manage filters and groupings, and title your report.
- Then, you can choose to enter your email address so that you will receive an email notification when the report has completed.
- Click Finish and Submit Report and we’ll let you know when your report is done!
These reports will also appear in the Reports Queue section of the Reports Overview page, where you can check their status.
A little note about the queueing process for our partners:
To maintain our reporting platform’s efficiency, we may send some huge reports through a process of backgrounding. This allows us to generate your report without forcing you to wait through an excruciating load time on the report page.
In other words, you can set up your report and send it off to the queue. Go about your day and continue your business, and when your report is ready in a few minutes, we’ll notify you via email to review it.