Found under Reports > Agents Downloads. This report identifies agents who have bills waiting to be downloaded — useful for following up before a document goes stale, or before a customer chases a bill their agent hasn't actioned yet.
An "agent" here is a third party managing documents or Subscriptions on behalf of the actual customer — for example, a property manager receiving bills for properties they manage. See Group (agent) Subscriptions and Agent Authorisations for how agent access is set up.
Run the report
- Open Reports > Agents Downloads.
- Review From bill due date and To bill due date, and adjust the period if needed.
- Select Generate Report.
Report columns
One row per agent:
| Column | What it shows |
|---|---|
| Agent Name | The agent's organisation or account name |
| Agent Code (Auth) | The agent's authorisation code |
| Number of Bills Awaiting Download | How many bills are currently sitting undownloaded for that agent |
| Due Date | The due date associated with the bills awaiting download |
| Uses Daily Downloads | Whether the agent has daily downloads enabled (True/False) |
| Authorised Status | The agent's authorisation state, as a numeric code in the CSV export (the console itself shows the written status instead — see below) |
Authorised Status codes:
| Code | Status |
|---|---|
| 1 | Authorised |
| 2 | Cancelled |
| 3 | Pending |
The CSV export shows these as numbers; the report as displayed in the console shows the plain-English status instead.
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