Find report records

1. Open AI Reports and switch to Report Records.
2. Enter a keyword to match the report name, template name, or Documents (Excel) resource name in the currently loaded results.
3. Optionally select a status: Queued, Generating, Completed, Failed, or Canceled.
4. Clear filters to return to the unfiltered view.

You can also open the records view from a template detail page to see records queried for that template.

Important limitations

• Status is sent to the records service as a query filter.
• Keyword matching on the main page is applied in the browser to the records already returned to that page; it is not documented as a complete server-side search across every historical record.
• The current main query requests up to 100 records per response. Absence from the loaded view does not prove that a record never existed.

Errors and recovery

If no record matches, clear the keyword and status filter separately. If the records request fails, retry after checking the connection; do not interpret an error state as an empty history.

Related guides

• Track report status
• Download a completed report