Reports

File Access Manager provides advanced report generation capabilities. Reports can be generated using report templates in the File Access Manager website, or initiating reports from tables in the File Access Manager Administrative Client.

Regardless of where reports are generated, all reports can be retrieved in the File Access Manager website.

Reports make processed data available to the appropriate data owners.

Sharing Reports

File Access Manager sends reports to the recipients defined in the Viewable by section of the report.

The system sends an email with a link to the report only to recipients with permission to download the report. If a recipient forwards that link to a user without permission to download a report, the recipient will not be able to download the report.

Deleting Reports

To open the report management screen, navigate to Reports.

1. Double-click on a report to display the report details. The Report Details window appears under the Reports window.
2. Select Refresh to refresh the Reports list.
3. Select Delete to delete a selected report.

Note

This option is available only to users with the System > Reports > Delete permission.

Editing Reports

The following fields are available when editing a customized report:

• Custom fields to display (where supported)
• Recipients list
• Name
• Description
• Scheduling

Note

It is not possible to change the query filter of a saved customized report.

To edit the parameters for a customized report:

1. Navigate to Reports.
2. Select a scheduled report from the list that you want to edit.
3. Select Edit. The Welcome to the Schedule Report Wizard screen will display.

4. Select Next on the Schedule Report Wizard welcome page.

   The Report Configuration screen will show the name in the Name field.

5. Type a description in the Description field.

6. Double-click in the Viewable By field to view a list of users who can access the report.
7. Select a user’s name and click the + sign. The user’s name will appear in the box under the Viewable By field.
8. Check the Send to Data Owners checkbox to send the report to data owners.
9. Relevant queries will appear in the Query section of the Report Configuration screen.

10. To send the configuration to the system without configuring a report schedule, select Finish.

    Note

    If you select Finish, a confirmation pop-up will appear:
    “You are creating a report without a scheduler. Do you wish to continue?”
    - Select Yes to save the report without configuring a schedule.
    - Select No to return to the Report Configuration screen.

11. If you select Yes, a warning pop-up will display:

    This indicates that you logged into the client with a local File Access Manager user, rather than an Active Directory user. Only Active Directory users can create reports because File Access Manager requires the user’s email and identity to generate the report.

To schedule the configured report:

1. Select Next to go to the Report Configuration screen.

2. Check the Create a Schedule checkbox to set a schedule, or select Finish to send the report configuration to the system without a schedule.

   If you select Finish, a confirmation pop-up will appear.

   • Select Yes to send the configuration without a schedule.
   • Select No to return to the Report Configuration screen.

   If you select Yes, a warning pop-up will display.

Editing Scheduled Reports in the Administrative Client

Scheduled reports created in the Administrative Client can be edited in the Reports table.

The following fields can be modified:

• Name - The name of the report.

• Description - Information about the report.

• Viewable by - The audience with which the report is shared. This includes the users (or groups of users) who can view the report.

• Scheduling - Available to users with the Report Templates Administrator permission.

• Sharing - Available to users with the Report Templates Administrator permission.

• Displayed column - Available on certain types of reports.