Run a Data Report
Overview
The following should act as an overview of how to run a Data Report on Mantle.
Users must have the appropriate permissions to be able to create templates. However all users can run reports once the template has been enabled.
How to Access a Data Report
Access the reports through Bulk Download under the Administration drop-down menu on the left-hand side and scroll down to Data Reports.
If you have access to more than one scheme select the scheme from the drop down on the right hand side to see reports that have previously been run. You can see the name of the report, when it was run and by who. Where the status shows as Complete (as in the above screenshot) you can download the report again by clicking on ‘Complete’, this will download a CSV file which you can then save elsewhere if needed.
How to Run a Data Report
Access as above and click on “Add New Report”, you do not need to filter to the necessary scheme first off.
On the pop up select the scheme and data report template you want to run. Adjust the effective date and/or timestamp and historic data settings if required. If you want to run based on data as at the point of running the report you do not need to edit these settings.
Click Add and the report will start to run.
Once the status changes to Completed you can download the CSV file.