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.