This article explains steps you can take to investigate issues with tasks that have a method of Automated Report. 

Investigating Automated Report QA Issues

1. How Automated Report Data Is Loaded:
   1. 🚦 Older clients using VinSolutions CRM and VinSolutions Call Tracking automated reports that are received on the 1st of a month are automatically loaded into Dropbox IDD by the following Make scenarios:
      1. Dropbox - VinSolutions CRM (Gmail --> Dropbox)
      2. Dropbox - VinSolutions CT (Gmail --> Dropbox)
         (Newer dealers using VinSolutions are setup on Wall-E using the SCRAPER method.)
   2. All other vendors - Reports are sent to DataTeam email and must be manually loaded to Dropbox IDD, then set the task to Done or DMS Done.
2. Check Datateam Inbox to see if the report was received.
   1. If the report was not received, login to the vendor system and verify if the report still exists and the schedule is set up. Test the schedule to see if the report is delivered.
3. If login issues, address with the client, CCing the CSL, and place the task status in CSL/Dealer Stuck.
4. If VinSolutions CRM and there is a large number of rooftops included, you may need to split into multiple reports (duplicate report; rename to '1 of 2" and "2 of 2". Set subscription for one report to half of the rooftops, set subscription for the other report to the other half of the rooftops). It is best to set these type of dealers up on Wall-E to avoid this issue.
5. Check the appropriate Dropbox Data Archive to see if the file was loaded.
6. If a (multi) file, check claripedia.property_aliases table to verify the aliases are mapped to the correct Property IDs.
7. Check leads_raw or sales_raw, searching by source_document, to see if the data was ingested.
8. Check sales.sales_filtered or sales.leads_filtered to see if data was filtered out.