Reports

Use the feature to create dashboards and add and / or view reports.

The chapter consists of the following topics:

• Work with Dashboards
• Understand AE Out-of-the-box (OOTB) reports
• Add reports to dashboard
• Creat Custom Reports
  • Create new datasource
  • Create custom reports using templates
• Work with Email Report

Feature/Role	Admin	Workflow Administrator	User Administrator	Agent Administrator	Tenant User	Activity Monitor
New Report	✔	✔	-	-	✔	✔
New Dashboard	✔	✔	-	-	✔	✔
Dashboard Selection	✔	✔	-	-	✔	✔
Reports Datasources and Template	✔	-	-	-	-	-
New Report (using Custom Report Template)	✔	✔	-	-	✔	✔
Email Report	-	✔	-	-	-	-

*Tenant users can use the AutomationEdge features depending on Read, Write, or Execute permissions granted to them on workflows.