Track the report sending history
The History of sendings tab of the Reports screen lists the reports sent, scheduled or manual. There you find the files, the status of each sending and the actions to fix a failure.
View the history
In Company preferences, REPORTS tab, click History of sendings. A badge shows the number of failures this month.
Filter if needed: search (Report, recipient…), Sending month, All statuses, All reports.
Read the Sent (date and time), Report (formats and sales rep, if any), Period, Recipients, Status and Actions columns. A sending made manually has the MANUAL label, a resending RESEND.
Use Previous and Next to change pages.
Sending statuses
| Status | Meaning |
|---|---|
| Generated | Report produced, not yet sent. |
| Pending / In progress | The sending is being prepared or is going out. |
| Sent | Received by all recipients. |
| Partially sent | At least one recipient did not receive the report. |
| Failed | The sending failed; a new attempt is planned. |
| Permanently failed | Three attempts failed; the administrator is alerted by email. |
For a scheduled sending, CAPPS makes a new attempt 15 minutes and then 30 minutes after the failure. The banner at the top of the list shows the last failure, its reason, the time of the Next automatic attempt at and, where applicable, The administrator has been notified.
Download, resend or retry
- Download PDF and Download Excel (icons in the Actions column) get the file as it was sent.
- Retry (or Retry now in the banner) restarts a sending in Partially sent, Failed or Permanently failed status, only to the recipients who did not receive it. The message New attempt done: report sent. confirms success.
- Resend (or Send for a report with the Generated status) sends the same files again, without producing them again.
Click Resend on the row.
In Resend to, enter the addresses, or leave it empty to use the same recipients.
Click Send. The Report resent. message appears.
Retention and refusals
Files are kept for 12 months. After that, the row shows Expired (Files expired (kept for 12 months).): downloading and resending are no longer possible. Generate the report again if needed (see Generate a report on demand).
CAPPS also refuses a resending to more than 10 addresses (Too many recipients: 10 at most for an immediate sending.) and an action on a sending that is already going out (Sending already in progress.). The Resend and Retry buttons require the Create and edit permission.
The history serves as an archive: a month-end report received by email remains downloadable there for one year.