The Issue
Users may find that a requested CSV Export—including the Accrual Report—is not generating a download link or arriving in their email inbox. This typically occurs due to high data volume or a processing timeout.
Potential Causes
Data Volume: Large datasets (e.g., thousands of Purchase Order line items) take longer to compile and may time out during the email trigger.
Processing Stalls: An export may become stuck in a "Processing" state due to temporary system congestion.
Email Filters: Automated reports may occasionally be flagged by internal corporate spam filters.
Resolution Steps
1. Direct Download via Previous Exports
Before re-running a report, check if the system has already completed the processing in the background.
Navigate to Settings > Export Data.
Click View Previous Exports next to the applicable category (e.g., Bills or Purchase Orders).
Review the Status column:
Completed: Click the Download button to save the file directly to your computer.
Processing: The file is still being generated. Check back in 10–15 minutes.
No Download Button: If the status is stuck without a button, proceed to Step 2.
2. Re-run the Export Request
If the previous export is unresponsive, you must initiate a new request. To ensure you have configured your filters correctly to prepare a valid CSV file, see Export Data: Custom CSV Exporter.
Return to the Export Data page.
Re-configure your filters (Date Range, Location, etc.).
Click Export to CSV.
Note: This may result in duplicate emails once the system catches up. You can safely delete any redundant files.
Escalation Path
If the file fails to generate after a second attempt, or if you consistently experience delays with Accrual Reporting, contact Procurify Support for assistance.