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Using Report Templates

Users who have a Data Access Security role (Administrator, Compliance Manager, Data Owner, Auditor) are able to access the Report Template screen and will see all System Report Templates. You will also have the ability to create your own report.

Navigate to Reports > Report Templates to use Data Access Security's built-in report templates for standard and customized reports.

Report Actions

Navigate to Report Templates to view already existing report templates. Each report has a set of possible actions.

Important

The available actions are dependent on the user type.

Run Now

Run the report and send it to all recipients. The report template generates a report with the default parameters.

Scheduling Reports

Schedule an ad-hoc execution or set the report to run on a regular cadence.

  1. Toggle Enable Schedule to schedule a report.
  2. Select the day(s) and time the report should run.
  3. Select the start date.
  4. If you want the schedule to end on a certain date, toggle the Ends option and select the future end date.
  5. From the Recipient(s) dropdown, search and select who should receive this report.
  6. Select Save.

Editing Reports

Customize the report template and refine its criteria to fit specific business needs. Editable fields will vary depending on the report type.

Important

System report templates cannot be edited. You can create editable copies by duplicating the system report templates and adjusting them for your needs. Duplicated templates can be edited, shared, scheduled, deleted, or duplicated in themselves.

To edit a report template, navigate to Reports > Report Templates and perform the following:

  1. Select Edit on the report template that needs to be edited.
  2. Under the General tab of the edit window, the only options that can be edited is the Template Name and the Description.
  3. Under the Tagging tab, add or remove tags on the report.
  4. Under the Sharing tab, select who the report should be shared with.
  5. Select either Save to save the changes or select Run Now to save the changes and run the report.

Duplicating Reports

Create a replica copy of an existing template. Duplicating system report templates allows you to edit them.

Note

Any report template can be duplicated, including system and custom user-created templates. Templates can be duplicated multiple times.

Deleting Reports

To remove a template, select Delete.

Sharing Reports

Depending on your role, a user can have various sharing rights. Data Access Security can send reports to:

  • All Administrators
  • All Authorized Users
  • Do not share with anyone

Favorite Reports

Mark reports templates as Favorites to save it to your favorite report template list. This is for those reports you use frequently.

Working with Tags

You can assign one or more tags per report to help find them later.

Attribute Tags

Attributes Tags are built-in pre-defined tags that are used to catalog report templates and simplify template management. Attributes tags can be used to easily filter report templates and help locate popular templates quicker.

  • My Favorites - Select this to view all templates that have been favorited by you.
  • Scheduled - Select this to view all templates that are currently on an active schedule.
  • Created by me - Select this to filter between templates you have created.

Custom Tags

Tags can be assigned to report templates in order to categorize them, assist in organizing and managing templates at scale, as well as used in filters to expedite search and help locate specific templates quickly.

In addition to Attribute Tags, Administrators can create additional custom tags to address their specific cataloging and search requirements.

Note

This option is available by default to the Administrator capability only.

Note

System tags cannot be deleted. The Delete option is disabled for system tags.

  1. Select Manage Tags to change or delete report tags.

    The available options are:

    • Hide system-defined tags - Check this filter out all system made tags.
    • Search for tags - Use the search bar to locate an exact tag
    • Edit tags - Use the edit icon to edit the name of the tag. Tag names must be unique. Select the green checkmark to save the edit.
    • Delete tags - Use this icon to delete the tag.
    • Add a custom tag

Run or Create a Scheduled Report

The following are two possibilities for running or creating a scheduled report:

  • Report templates that are system reports or reports that are created and shared by a user.
  • Report templates that are created by the currently logged in user.

To run or create a scheduled report, complete the following:

  1. To adjust or customize the template's default settings and parameters prior to creating a report, select Duplicate from the template menu.

  2. Set the desired report parameters, scheduling times, and other settings.

    Note

    When scheduling a report, be aware that time is only reflected in UTC, not local time.

  3. Select Run Now to run the report.

  4. Select Save to save the template for future use of this template.

  5. If running a report with no customized settings, select Run Now on the desired report within the Report Templates screen.

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