Purpose
Once a template is saved, running it takes two clicks. UZIO queries live data, builds the file in the background, and lets you view the result on screen or download it as CSV or Excel. This article covers running, tracking, downloading, retrying and deleting runs.
Who can do this: anyone with the Custom Report Builder switch on their role, for any template whose data they are allowed to see (see Creating a Custom Report Template for the permission model).
Run a report
- Go to Reports > Custom Report Builder > Report Templates.
- Find the template and open its ⋮ menu, then click Run Report.
If the template was built with Ask at Runtime, enter the dates when prompted. You can preview before you run.
UZIO checks your access at the moment you run. If your role has lost a permission the template needs since it was built, the run is refused with a message ending "Contact your Employer Administrator."
What happens after you click Run
The run moves through four statuses.
| Status | Meaning |
|---|---|
| Pending | Queued and about to start |
| Processing | UZIO is assembling the data |
| Completed | Ready to view and download |
| Failed | Something went wrong. See Retrying a failed report |
You do not need to stay on the page. Go anywhere in the portal and come back to Generated Reports. Small reports finish in seconds; very large ones can take a few minutes. UZIO does not email you when a manual run finishes. Emails are sent only for scheduled runs.
View and download results
A completed run opens in a grid in your browser. Scroll, sort by clicking a column header, filter columns and drag headers to rearrange. Use the grid for a quick check before you download.
From the run's Action(s) menu:
- Download CSV gives a plain
.csvfile. - Download Excel gives an
.xlsxfile with dates and numbers formatted, which is the better choice for sharing.
Warning: Download links expire 30 minutes after the run completes. The run stays in your history, but after 30 minutes the download link no longer works. Re-run the template to get a fresh file. Save anything you need to keep as soon as you download it.
Where runs live
- Generated Reports lists every run you started, with the report name, run date, status, and whether it was Manual or Scheduled. Other users' runs are not shown here.
- A template's History tab (click the template name, then History) lists every run of that template by anyone: who ran it, when, and the outcome. Completed runs can be downloaded from here too, within the same 30-minute window.
Retrying a failed report
- Find the failed run in Generated Reports or the template's History tab.
- Click Retry. UZIO queues a fresh run with the same template and criteria.
| What the failure says | Likely cause | What to do |
|---|---|---|
| Data volume too large | The criteria returned more rows than one run may produce | Narrow the date range or add a criterion, then re-save and run |
| Issue with applied filters | A criterion is invalid, or no data exists for that range | Open the template, review the criteria, re-save |
| Something went wrong on our end | A system error while building or storing the file | Retry once or twice. If it keeps failing, contact UZIO Support |
A run can be retried up to 5 times. After that the Retry option is disabled and UZIO shows "Maximum retry attempts reached for this run". Only failed runs can be retried, and only the latest attempt: an older failed attempt that already has a retry shows "This run already has a follow-up attempt; refresh the listing".
Deleting a run
In Generated Reports, click the delete (trash) icon on the run and confirm. This removes the run and its download links from your history. The template is unaffected.
Common problems
The download link says the file is not available
More than 30 minutes have passed since the run completed. Re-run the template.
The report has no rows
The criteria excluded everything. Widen the date range, or open the template and use Preview Report to see what the criteria return.
I can't see a colleague's run
Generated Reports shows only your own runs. Open the template and use its History tab, which lists every run by every user.
A column I expected is missing
The download reflects the template as it was when you clicked Run. If someone edited the template and removed the field, re-open the template, add the field back, save and run again.
Is the data current?
Yes. Every run queries live data at the moment it starts. Employee and time off data reflect the current records. Payroll data appears once the pay run is approved.
Still stuck?
If a run fails on every retry, or a completed run's download never starts, please reach out to us at support@uzio.com or call +1-571-601-1752. Send the template name, the run date and time, the status and the failure text shown, and a screenshot of the run row.
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