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In the Monitor workspace, you can access and run several common Reference Data Center (RDC) reports. These reports can be uniquely configured for each environment via System Management Center (SMC). 

To access and run RDC reports:

  1. In Automation Desk, in the left navigation pane, click Monitor >Jobs/Events.
    You see the Monitor Workspace.
  2. On the ribbon, click Reports, select the appropriate report and click OK.

Run the Data Strategy Report

To run the Data Strategy report:

  1. In Automation Desk, click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the Data Strategy Report and click OK.
  3. In the Data Strategy Report workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.


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Run the Exception Summary Report

To run the Exception Summary report:

  1. In Automation Desk, click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the Exception Summary report and click OK.
  3. In the Exception Summary workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.

Run the New Securities Report

To run the New Securities report:

  1. In Automation Desk, click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the New Securities Report and click OK.
  3. In the New Securities Report workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.

Run the Release Status Detail Report

To run the Release Status Detail report:

  1. In Automation Desk, click click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the Release Status Detail Report and click OK.
  3. In the Release Status Detail Report workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.

Run the Release Status Summary Report

To run the Release Status Summary report:

  1. In Automation Desk, click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the Release Status Summary Report and click OK.
  3. In the Release Status Summary Report workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.

Run the Securities w/o a Data Strategy Report

To run the Securities w/o a Data Strategy report:

  1. In Automation Desk, click  Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the Securities w/o a Data Strategy report and click OK.
  3. In the Securities w/o a Data Strategy workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.

Run the Security Audit Report

To run the Security Audit report:

  1. In Automation Desk, click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the Security Audit Report and click OK.
  3. In the Security Audit Report workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.

Run the Security Management Breakdown Report

To run the Security Management Breakdown report:

  1. In Automation Desk, click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the Security Management Breakdown report and click OK.
  3. In the Security Management Breakdown workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.

Run the User Audit Report

To run the User Audit report:

  1. In Automation Desk, click Monitor >Jobs/Events.
  2. On the ribbon, click Reports, select the User AuditReport and click OK.
  3. In the User Audit Report workspace, select the appropriate search criteria and click the green Search button.
  4. To export the information displayed in the workspace to various file formats, click Export and select the file format. To print, click Print and select the printer name.