Creating and Scheduling Generic Reports

2. Fill out all relevant fields in the Information Section.

   1. Name the report.

   2. Select a Report Type Category.

   3. Select a Report Type.

Preview

When a Report Type is selected, the description of the report will show below. Additionally, if the report type has a CSV option you will see a preview of the CSV headers.

On Report Types looking at large data sets, you may be given the option, or in some cases required, to filter the data down by Bookmark, Time Period, or Date Range.

3. Fill out the relevant provided filters.

Optional: Schedule Report

4. Click Enabled in the Schedule Section

Now, you should continue to fill out the required schedule details.

a) Time and Frequency - to choose when you will receive your report.

b) Delivery Type - select either an attachment or a download link.

Attachments may fail for large reports (over approximately 35MB).
For large or detailed reports, we recommend selecting Download Link instead of Attachment.

c) Report Content

This option determines what data each person will see.

If you select a single shared version, all recipients receive the same report based on your access and assets.
If you select individual user-specific reports, each recipient receives a version filtered to their own permissions and assets.

Recipients (external users) will receive the same report as the report owner.

d) Users - Axscend Users who will also receive this report.
Start typing a user’s name and select one of the suggestions.

e) Recipients - External Users will be CC-ed on the owner's copy of the report.
Start typing the user's email address and click Enter to add.
You may see suggestions of previous recipients; click a suggestion to add as a recipient.

If you remove yourself as a User of your own report, any added recipients will also stop receiving the report.