How to create a Scheduled Report in Axessor Apexx Software?

Question

How to create a Scheduled Report in Axessor Apexx Software?

Answer

To create a Scheduled Report, do the following:

1. Click the add button at the bottom of the Scheduled Report screen.
2. Select one of the following report types:
   • Software Users Report
   • Critical Security Event Report
   • Lock Open Report
   • Safe Users Report
3. Use the following tools to customize your report schedule:
   • Recipients: click the text-box and enter a valid email address (this is where the scheduled reports will be sent).
   • "Send the Report Every": use this field to set a number for the frequency of the report. This number works in conjunction with the frequency period to create the report schedule.
   • Frequency Period: click the drop-down menu and select one of the available frequency periods (Days, Weeks, Months)
   • Starting On: click the calendar icon , then use the interactive calendar to select the start date when you want the report schedule to take effect.
   • Report Format: Select either pdf (portable document format) or csv (comma-separated values)
4. Activate or Deactivate your report schedule by clicking the Active/Inactive button at the top of the screen. Clicking the button will toggle the state from Active to Inactive (or Inactive to Active). When the button is green , the automated reports will be sent to the chosen recipients as scheduled. When the button is red , the automated reports will not be sent to the recipients.
5. (Optional) If you want to view a sample report, click the "Run Report" button. This will generate a report in the Apexx Report Viewer. See Reports for details on how to use the Apexx Report Viewer.
6. Click the "Save" button to create the new report schedule.