Report navigation tools

Note: The Axeda Report application requires a separate license. In addition, the features available to you for Axeda® Report depend on your license. For example, unless you have the appropriate license, the Query Studio and Report Studio features and tools are not available. Contact Axeda Technical Support for more information. In addition to the license, you must have the appropriate privileges to use the different features. Check with your Platform administrator if you cannot access a feature to which you should have privileges.

The navigation tools on the home page of Axeda® Report consist of the menu bar, the Report Name link, and the Actions available to you in the table of existing reports. Depending on your license, your privileges, and your role (that is, whether you are a Platform administrator), the menu bar can include the following menus:

o New menu - from this menu, you can select to create an Ad Hoc query, a new Report, or a new Job (for running multiple reports on the same schedule). For assistance with creating new reports or jobs, click the Help link that appears in the gray bar along the top of the page, below the tabs for the Axeda® Connected Product Management Applications.

o Schedule Management link - when you click this link, the schedule management page of the application is displayed. For an overview of Schedule Management, refer to Overview of Scheduling. The schedule management page contains two tabs where you can create, edit, and otherwise manage schedules. For assistance with these pages, click the Help link in the bar that contains the Activity and Schedule tabs.

o Report Manager menu - for Platform administrators, this menu provides access to the Drill Through Definition pages and to the Report Preferences pages. For assistance with these pages, click the Help link in the gray bar containing the name of the page (the bar containing "Set preferences," for example).

The table of reports shows all the reports in the Public folder and any reports that you have created (stored in the Private folder). The available Actions depend on your privileges. In this table, the name of each report is a link that you can follow to generate the report. Depending on how the report is configured, you may be prompted to specify a range of values to collect for the report. For example, if you select to generate an Asset Registration Report, you may be prompted to specify the asset group and a range of dates for the report. After specifying the values, you can run the report.

The Actions column in the table of existing reports displays the operations that you have privileges to perform on a report. Each Action is a link to another area of the Report application:

o Run - This action allows you to set values for the report run options and, if appropriate for the report, values for the report parameters for this run of the report. You can then run the report. The run options you can set include the format, language, and delivery method. The values you can set depend on the report. For example, you might select the Model or a range of dates. For assistance with the Run with options page, click the Help link in the bar that contains the page title. When the report is run and shown online, you can navigate back to the Report Home page though the navigation path.

Warning! After setting up a report and running it, use the Run button in the generated report page ( $image\icon_report_run_run_report_again.gif$ ) if you want to change the settings and run the report again. Do NOT use your browser's Back button to return to the setup page. The setup pages will not operate correctly if you use the browser's Back button.

o Saved Report - This action appears only if users have saved versions of the report when generating it. You do not need any additional privilege to use this action. Clicking this action link displays the View report output version page for the report. You can select an output version of the report to view by selecting the Version and then a format. You can also follow the Manage versions link to display a list of the versions of the report being maintained on the Platform; from the Manage report output versions page, you can select versions and delete them. For assistance with these pages, click the Help link in the gray bar containing the name of the page

o Create View - This action is available only if the report is in the Public folder; this action is similar to - but not the same as - copying the report. When you click this link, the Enter the Report Name page is displayed, where you can accept the suggested name for the report view or type a different name for the report view. The report view is available in your Private folder. The Report home page displays this new report view once it is created.

o Schedule - To schedule reports in the Public folder, you must have the privilege to do so in the Public Folder. To schedule reports in your Private folder, you must have the Schedule in Private Folder privilege. When you click this action, the Schedule page is displayed. From this page, you can enable or disable the schedule and also set the Frequency, Start and End dates and times, Run Options, and Prompt Values for the report. For assistance with the scheduling options, click the Help link in the bar that contains the page title.

o Prompts - To set the default values for the report prompt pages, select this action. When you set default values for a report, the Prompts column shows the icon and the prompts page does not appear each time you run the report.

o Edit - Click this action to edit a report or Ad-Hoc query. Only administrators can edit reports in the Public folder. Non-administrator users can edit reports in the Private folder.

o Delete - Use this action to delete the existing report. Only administrator users can delete reports from the Public folder. Non-administrator users can delete reports in the Private folder only.

o Publish - This action is available only if the report is in the Private folder. When you click this link, the report becomes available to all users in the Public folder.