Canopy's Reporting Suite allows you to extract any custom-built report at any previous date, allowing you to gain insight into how data has changed over time.
Please note, at this time, only Admin users have permission to create new reports.
Existing reports may be viewed by those user roles who have been granted permission by the Admin user.
How to download a Historical Report
To download a Historical Report, please follow these steps:
- Select Reports from the top menu bar
- Select Reporting Suite from the dropdown menu
- Click the Download menu button:
- Select the 'Download Historical Report' button:
- Select the date you would like to view the report from:
- Click the 'Download Report' button.
Please note historical reports cannot be run for any report containing:
- Filters related to risk or calculated fields such as 'Number of days in status'.
- The following Supplier Data Points:
- Admin account emails
- Approver groups
- Business Owner emails
- Whether a related supplier account has logged in
- Latest revision date/who did it
- Internal note date/who made it
- Requestor email
- Supplier rating