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Using Report Templates

Report templates are available to provide built-in reports tailored to the type of user accessing them. For example:

  • Administrators and users with the Report Templates Administrator permission can see all report templates.
  • Data owners can only see templates that are shared with them.
  • Non-administrators or non-data owners do not see any report templates.

To use File Access Manager’s built-in report templates for standard and customized reports, navigate to Reports > Report Templates screen on the File Access Manager website.

Manage Report Tags

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

Managing Tags

Note

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

Note

System tags cannot be deleted. The Delete option (a trash can icon) is disabled for system tags.

To manage report tags:

  1. Select Manage Tags to change or delete report tags.
  2. The Tag Management screen displays.

Available options:

  • Hide system-defined tags (by checking the checkbox)
  • Search for tags
  • Edit tags
  • Add customized tags

To edit a non-system tag:

  1. Click the Edit option (a pencil icon) next to the tag.
  2. It is not possible to use a name that already exists or have a blank tag.
  3. Click Save next to the edited tag to save it.

To save all changes, click Save at the bottom of the Manage Tags screen.

Filter Reports by Tags

The Filter by Tags panel on the left can be used to filter relevant report templates.

Available options:

  • Search field
    Type in the report tag. Available tags will be filtered as you type.
    Select one of the available tags to filter the report templates displayed.

  • Created by me
    Select this checkbox to filter out your own report templates.

Run a Report or Create a Scheduled Report

To run the report with settings other than the default parameters, select Duplicate from the template menu.

Set the desired report parameters, scheduling times, and other setup fields.

Note

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

  1. Click Run Now to run the report immediately.

  2. Click Save to save the template for future use.