Troubleshooting Reports: Common Issues & Solutions

Initial Setup Issues

Missing Template Selection

• Symptom: Report fails to run or "Create Report" button is disabled
• Cause: No template selected or questions not configured
• Solution:
  • Select a template or create one from scratch
  • Configure questions and ensure all required fields are filled

Template Switching Errors

• Warning: Changing templates will overwrite existing topics
• Solution:
  • Save any custom topics before switching templates
  • If creating from scratch, switching to a template removes custom questions
  • Use Answer Preview to test template questions before finalising

Document Processing Failures

File Size and Format Issues

• Supported File Types: Word documents and machine-readable PDFs
• Solution:
  • Split large documents into smaller files
  • Convert scanned PDFs to machine-readable formats

Content Recognition Problems

• Issues:
  • Complex tables may not process correctly
  • Handwritten notes and non-Latin scripts have limited support
• Solution: Use clean, digital, well-formatted documents

Report Running Problems

Document Quality

• Use properly scanned and fully readable documents
• Avoid documents with:
  • Handwritten notes
  • Complex or irregular formatting
  • Non-Latin characters (convert to editable format first)

Common Processing Issues

Processing Timeouts

• Symptoms: Report fails midway or gets stuck in "Processing" state
• Causes:
  • Too many documents or complex formatting
  • Extensive contract complexity
• Solutions:
  • Run reports in smaller batches
  • Wait up to 30 minutes for processing
  • If processing exceeds 30 minutes, cancel and rerun the report
  • Verify all contracts are fully uploaded

Permission and Access Problems

• Check for proper document access
• Ensure documents are not encrypted and properly shared

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Error Handling

• "ERROR" in report output indicates processing failure for a question
• Troubleshooting steps:
  1. Reformulate the question for clarity
  2. Verify the question matches the expected answer type
  3. Simplify overly intricate questions
  4. Ensure the question is within system processing capabilities

Answer Quality Issues

• Always use Answer Preview before running full reports
• Ensure all documents are fully processed before starting
• If answer quality is poor:
  • Check that questions match expected answer types
  • Break down complex queries into simpler questions
  • Use more focused templates

Step-by-Step Recovery Process

1. Check the error message
2. Verify document processing status
3. Review template configuration and question format
4. Test problematic questions using Answer Preview
5. Adjust questions or template as needed
6. Re-run report with corrections

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