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Real Gym Scenarios

Investigate a report export that is not ready

Manager clicked Export but the CSV/XLSX is still preparing or failed.

Question

Manager clicked Export but the CSV/XLSX is still preparing or failed.

Steps

  • Open Reports > Export Runs and find the run by report key and requested time.
  • If the run says Preparing, wait briefly and Refresh because exports are written asynchronously by the report export worker.
  • If the run is Failed, read the error text and re-run the report without export to confirm filters still return valid rows.
  • Confirm the report supports the requested CSV or XLSX format; use the available format shown on the report card/template quickbar.
  • Open Audit Trail > Outbox and Dead Letters with the same request/correlation time window if export worker or storage delivery failed.
  • For scheduled reports, verify Schedule Name, Cron Text, Recipient Email, Export Format, saved filter, and whether Run Due produces a new run.

Correct outcome

The manager knows whether the report is still processing, failed because of data/filters, failed in worker/storage, or needs schedule correction.

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