Automated Reports Overview (version 25)

There are two screens within the AUTOMATED REPORTS menu:

1. Viewer - displays all saved reports that have run
2. Scheduler - allows the user to schedule a report

Viewer Screen

1. Report Retention Options - specifies the amount of reports to be saved. The user can choose from the following:
   • Keep All
   • Keep Last 120
   • Keep Last 60
   • Keep Last 30
2. Refresh - refreshes the screen if any reports have run since the time the VIEWER screen has been opened
3. Download - downloads the selected report as a PDF
4. Open - opens the selected report in a new window

   If selecting multiple reports to open, the user may need to allow pop-ups within their browser.

5. Delete - deletes the selected report
6. Report - displays the applications/charts used in the report and the date/time of when the report was run

Scheduler Screen

1. Add - schedule a new report (See How to Create an Automated Report in Axiom)
2. Opens a time picker menu to run the selected report at a specific time. This can be used in case the service was down during which a report would have been schedule to run.
3. Edit - edits the selected report. Double-clicking the report also allows opens the edit menu.
4. Delete - deletes the selected report

Scheduler Screen (Admin)

If a user is allowed access on the Axiom>Report Admin ACL within the Identity service, an admin icon will appear next to the SCHEDULER tab which will allow them to toggle between their own reports and the reports of everyone else. An additional OWNER column will be displayed on the right.

 Report Admins have the capability of viewing, running, editing, and deleting reports of other users.