Managing
All your reports live in Global → Reports, in three tabs:
- Repository: every report generated, scheduled or uploaded for your organisation.
- Scheduled: your report schedules, with their frequency and next run. From here you can edit a schedule's frequency or delete it.
- Archived: reports that Hunto staff have archived. Only Hunto staff see this tab.
A report's status
Each report in the Repository shows its status:
| Status | Meaning |
|---|---|
| Generating | The PDF is being produced. It usually takes under a minute. |
| Ready | The PDF is ready to preview, download and send. |
| Failed | The PDF could not be produced. Generate the report again. |
| Uploaded | A file added with Upload Report. |
What you can do with a report
| Action | What it does |
|---|---|
| Preview | Opens the report in a side pane: the PDF itself, with the report's details beside it. |
| Details | The same side pane: title, ID, description, status, when it was created and updated, who created it, and its tags. |
| Download PDF | Downloads the PDF. It appears once the report is Ready. Clicking the report's title does the same. |
| Send | Emails the report to people in your organisation. It appears once the report is Ready. |
| Regenerate | Makes the PDF again with the same template, period and details (on a failed report: Generate again). It is not emailed again. |
The side pane also has Download, Send, Regenerate, and Open live report, which opens the report as a web page with today's data.
Sending a report
- Click Send on the report, or in its side pane.
- In Send To, pick users, groups or teams from your organisation. You need at least one.
- Optionally add a Message.
- Click Send.
Each recipient gets an email with the PDF attached and a link to the report in Hunto. Recipients need a Hunto account in your organisation to open the link. Reports cannot be shared with people outside your organisation from Hunto: download the PDF and send it yourself instead.
Good to know
- Reports are produced as PDF only.
- A report shows your organisation's data as it was when the report was generated. To get newer data, generate a new report.
- You only ever see your own organisation's reports.
- A report marked Failed has no Download PDF or Send. Click Generate again on it.
- A password-protected report asks for its password when opened. Its side pane says so, and the email explains how the password is made. See New Report.