What this article covers
This article explains what the Pending Exports by Issue Date report shows, how it's structured, and which documents are included in the count.
What does the Pending Exports by Issue Date report do?
The Pending Exports by Issue Date report gives you a folder-by-folder view of how many documents are still waiting to be exported, broken down by the month they were issued. This makes it easy to spot backlogs and identify which folders have older documents that haven't been processed yet.
How do I access the Pending Exports by Issue Date report?
To access the Pending Exports by Issue Date report, click on the Reports button on the top of the screen and locate the report. You can choose to download the report in XLS or View the report as an interactive dashboard that supports filtering.
Who can access the Pending Exports by Issue Date report?
The Pending Exports by Issue Date report is available to anyone, but they will see just the folders they have access to.
Can I receive the Pending Exports by Issue Date report on a regular basis to my email?
No, it is not possible to receive the Pending Exports by Issue Date report to your email. It is not possible to set it up as a scheduled report.
How is the Pending Exports by Issue Date report structured?
The report is organised by folder, with each row representing one folder. The columns break down pending document counts by issue date:
Folder name — the name of the folder
URL — a direct link to the folder
Client ID — the client ID associated with the folder
Current month — documents issued this month that haven't been exported yet
Previous month — documents issued last month that haven't been exported yet
Month before previous — documents issued two months ago that haven't been exported yet
Older — documents issued more than three months ago that haven't been exported yet
Screenshot of the Pending Exports by Issue Date report in XLS format:
Screenshot of the Pending Exports by Issue Date report when viewed as a dashboard in Datamolino:
Which documents are included in the count of the Pending Exports by Issue Date report?
Only documents with an active or pending status are counted. The report includes documents in the following statuses: Ready, Export error, Approval: Awaiting Approval, Approved, and Rejected.
Documents are excluded if they have already been processed or removed from the workflow. The following statuses are not counted: Not Ready, Data Duplicate, Archived, Deleted, Exported, Xero, QuickBooks, and FreeAgent.