Reports Workflow
The Reports Workflow feature in NinjaCat provides a detailed view of all recent report generation activities. This tool is especially useful for monitoring, rerunning, and troubleshooting individual report executions within a 30-day rolling window.
Overview
Each row in the Reports Workflow view represents a single instance of a report run, which is a combination of:
- A report profile which consists of:
- A report template
- A linked account
- This view is focused on the process of report generation and delivery. This added focus on the process is the benefit of this view. The details of the profile are still the focus of the Reports page.
If a report is scheduled to run frequently (e.g., daily), you will see multiple entries for that report over time.
Key Concepts
1 - Rolling 30-Day Activity Window
- The workflow view displays report activity from the past 30 days.
- For reports that run frequently, you will see a higher number of entries (e.g., 30 entries for a daily report).
2 - Static Snapshot (Manual Refresh)
- The page does not auto-refresh. You must click the Refresh button to update statuses.
- This design prevents instability during peak activity times (e.g., the first of the month).
3 - Statuses and Their Meanings
Reports move through several statuses:
| Status | Description |
|---|---|
| Queued | Waiting for resources; seen mostly during high-volume times. |
| Running | Report is gathering data and generating the output. All stages of Report Generation will be viewed here. |
| Error | A critical or data error occurred during report generation. |
| Ready | The report has successfully generated and is available to download or send. |
| Delivered | The report has been sent via automated or manual delivery. |
Note: A report instance only exists in one status at a time. It transitions from Running → Ready → Delivered (or Error if failed).
4 - “Started At” Timestamp
- Displays the timestamp of the initial run or re-run request.
Actions & Interactivity
5 - Manual Rerun
- You can manually rerun any report instance using the Rerun button.
6 - Bulk Actions
- Select multiple report entries to perform actions in bulk.
- Rerun works if all selected reports support it.
- Send is currently limited: if any selected reports are missing an email configuration, the option disappears.
- A planned enhancement will allow sending all eligible reports while skipping others.
Additional Features
- Improved Error Page: Offers more detailed diagnostics for failed reports compared to the legacy Reports page.
- Dropdown Options: Each report row includes dropdowns for individual actions like rerun, view errors, or download.
Troubleshooting Tips
| Issue | Possible Cause | Suggested Action |
|---|---|---|
| Send button missing in bulk action | At least one selected report lacks email setup | Deselect the report or wait for future enhancement |
| No entries shown in Queued | Normal unless it’s a high-volume day | Check on the 1st of the month for queue activity |
| Statuses not updating | Static snapshot by design | Use the Refresh button to updat |
Key Takeaways
- Reports Workflow shows individual report runs from the past 30 days.
- Manual refresh is required to see status updates.
- Reports move through defined statuses and never exist in more than one at a time.
- Bulk actions are available, with some current limitations under review.
- Known bugs are being addressed to improve rerun behavior and bulk send options.
Updated 8 days ago