How to Run and Export a Report

Open the Reports module, pick a report, set its filters, and click View Report / View Activity / View Replies / Run (the label varies by report). The data appears in a table. Most reports have Copy / Excel / PDF / Print buttons above the table for export. Reports don't auto-update when filters change — you click the run button to refresh.

Before you start

You need the report_view permission. Master users have it by default; Editors need it granted on their Permissions screen.
Decide what date range you need. Date pickers are two date inputs ("from" date TO "to" date) — there are no preset buttons currently, so type or pick the dates manually.

Steps

Open the Reports module from the sidebar.
Pick the specific report from the card list (Reminders, Document Validity, Activity, Replies, etc.).
Set the date range in the two date inputs.
Apply any other report-specific filters:
- Reminders Report: reminder status (All, Scheduled, Sent, Failed).
- Document Validity Report: validity status (Show All, Expired, Valid).
- Reminder Replies Report: contact.
- Document Types Report: document type.
- Fleet Compliance Report: search, compliance status, vehicle type.
- Activity Report: date range only.
- User Permissions Report: no active filters.
Click View Report / View Activity / View Replies / Run to load results.
Review the table.

The filters you set are preserved in the page URL — useful for sharing a specific filtered view with a teammate.

Export the report

Once results are displayed, look above the table for export buttons. The export options vary by report:

Activity, Reminder Replies, Document Types, Document Validity — Copy, Excel, PDF, Print buttons.
Reminders Report — Print button only.
Fleet Compliance, User Permissions — no export buttons currently.

Click the format you need. The export uses the visible table state — current columns, sort, and any in-table search. If you want everything, clear in-table search first and confirm all relevant columns are visible.

Scheduled reports — what's available and what isn't

The report pages themselves don't have a scheduling feature. There's no "email this Activity Report to me every Monday."

The one scheduled report-like feature in Remindax is the weekly expiry summary under Email Preferences. It's a weekly summary of expiring items — useful for staying ahead of renewals, but not the same as a scheduled Activity / Replies / Compliance report.

If your workflow needs scheduled delivery of one of the seven reports, options are:

Manual cadence — run and export on a recurring schedule yourself.
Bookmark filtered URLs — your filters live in the URL, so saving a bookmark with the right filters means running takes seconds.
Contact support if scheduled delivery is critical to your workflow.

What happens next

The downloaded file is on your computer for use elsewhere.
The report's URL preserves your filters, so a back-button or bookmark returns to the same view.
A fresh visit (new tab, new session) usually resets to defaults — typically the current month.

Edge cases & gotchas

No CSV export. Excel is offered (.xlsx); CSV isn't a separate option in the current product.
Reports are per-company. Switching companies switches the report data shown.
Filtered exports = filtered file. The export reflects the visible table, not the full dataset.
Large date ranges can take longer to run. A 12-month Activity report has more rows than a 1-week one.
Reports aren't real-time dashboards. They load on Run and stay static until you re-run.
Some reports overlap with Explorer Export. For full item data with custom fields, Explorer's Export Data page gives a complete snapshot. Reports are for analytical/time-windowed views.
No preset date range buttons. Type or click the dates you want manually.