Fischer provides a feature that allows organizations to build customized reports.  This feature is focused on utilizing the out of the box views that Fischer installs with the product.  There are currently 650 views available for organizations to build reports from.  Each view provides distinct information that can aid in creating reports.

You create custom reports by using existing views and specifying filter criteria or sort order grouped by information, for the view. Additionally, you can format how the information in the report displays.

These are the column detail options:

• Column Label
• Width
• Display Option - All, Detail, Hidden, Summary
• Searchable check box
• Filter Type - Date, List Value, List View, None, Text
• Filter Order

These procedures are described:

• Adding a Report
• Viewing Report Details
• Deleting a Report

 Adding a Report

1. From the Admin UI ►Compliance tab ► Function Menu, click Manage Reports:
   
   See Report Listing for description of a similar page
   
   

2. Click the Add button to add a report. The Report Detail (Add) page displays:
   
   
   

   Definition

   Name Enter the report name (e.g., Audit Password Reset - Date).

   Description Enter the report description (e.g., Audit Password Reset Counts by Date).

   Report Category Select the category of report from the drop-down list.

   Report Type Select the type of report from the drop-down list.

   Report Table Width(%) Select the report width percentage: 0 - 100.

   Display Report Check this box to enable the report to display from the View Reports

   Database View Details

   View Name Manually enter or select from a list of views: Enter the View Name - Manually input the view name. Pick the View Name - Select the view name from the drop-down list. The Load Columns button preloads column details with information from the selected view.

   Where Clause (Optional) Enter an optional database where clause to limit the data displayed or used by this report (you do not need to include the word "where").

   Order By Columns Enter the column(s), separated by a comma, to specify the order of returned values (e.g., JOB_ID). Note: At least one column is required.

   Unique Key Enter the column that uniquely identifies each record. This column name is used with its value as the WHERE condition while displaying the details of a record. This configuration is only needed for Detail Report Type.

   Sort Order Select the sort order.

   Column Details

   Order Enter a number that represents the column order that this column is displayed in the report.

   Column/Function Enter or displays the database view column name or database function.

   Column Alias Enter or displays the database view column name alias.

   Column Type Select the type from the drop-down list, or displays the column type.

   Column Label  Enter or displays the column label to be displayed when the report is run (defaults to the same name as the Column Name).

   Width % Enter or displays the column width of the column on the Report Summary page: 0 - 100. Report summaries can only contain up to fifteen columns. The total width of all columns selected for the Report Summary should not exceed 100%.

   Display Option Select or displays the column display option: All - Displays on both the Report Summary and Report Detail pages. Detail - Displays on the Report Detail page only. Summary - Displays on the Report Summary page only. Hidden - Does not display.

   Searchable Check this box to enable/display the field in the drop-down list at the top of the Report Summary page, enabling this field to have additional search capabilities when the report is displayed.

   Filter Type Select or displays the filter type of the column: Date - Filters by start and/or ending date (the date range or a single date). Note: This type can only be selected for the Column Type Date. List-Value - Filters by selecting a value from a drop-down list. List-View - Filters by selecting another view from a drop-down list (only views already created by the Manage Reports function menu item can be selected as a List-View filter). None - There is no filter. Text - Filters by providing an input field to supply a text filter value during the report run. See "Adding a Report Filter" for additional information.

   Filter Order Displays the order that filter options display on the filter page (required if the filter is not set to None).

   Filter Detail Displays the Report Detail - Filter Detail page to add a report filter.

3. Enter the report Name (e.g., IT Organization List). Enter the report Description (e.g., Information Technology Organization List). Select a category from the Report Category drop-down list (e.g., Password Reset). Select Detail or Summary from the Report Type drop-down list.
   
   

4. Select the Pick the View Name option button and select an existing view from the View Name drop-down list, or select the Enter the View Name option button and enter an existing view name in the View Name input field. Select Load Columns to load the column definition from the database, and then set the column attribute values:

   

   See Manage Report Examples for additional details.

   Adding a Report Filter

5. To add a filter to the filter request page for your report, from the Filter Type drop-down list, select from these filter types:
   • Date
   • List-Value
   • List-View
   • Text

   Date

   Either a date range or a single date can be collected as part of the where clause of your report.

1. 1. For a Column Type Date, select the Filter Type Date. The Report Detail - Filter Detail page displays:

This is an example of the updated Report Detail - Filter Detail page for filter type Date:

List-Value

Specific values and their associated display values can be used as part of the where clause of your report.
To add a List-Value filter

b. On the Report Detail page, for a column, select the Filter Type List-Value:

This is an example of the updated Report Detail - Filter Detail page for filter type List-Value:

List View

Specific subviews and their associated display values can be used as part of the where clause of your report to cut down on database execution time. The different database views, depending on the time frame requested (daily, weekly, or monthly), are precompiled and the data summarized for the requested period.

To add a List-View filter

c. On the Report Detail (Add) page, for a column, select the Filter Type List-View:

This is an example of the updated Report Detail - Filter Detail page for filter type List-View:

Text

A text value can used as part of the where clause of your report.
To add a Text filter

d. On the Report Detail page, for a column, select the Filter Type Text:

This is an example of the updated Report Detail - Filter Detail page for filter type Text:

6. Click Update:

6. Click the Add button to add the report:

See Manage Report Examples for examples of adding Report Detail and Report Summary types.

Viewing Report Details

1. On the Manage Reports ► Report Listing page, click a report. For Custom level reports, this page displays:
   
   
   
   For System level reports, this page displays:
   

Deleting a Report

1. On the Manage Reports _ Report Listing page, select a report, and then click the Delete button.
   Note: System reports (those prepackaged with the IdM Suite) cannot be deleted.

Manage Report Examples

These examples are described:

• • Report Detail Example
  • Report Summary Example

Report Detail Example

Objective: Create a new database detail view named FISC_USER_PROFILE_ORG_IT_V that reads from an existing view FISC_USER_PROFILE_V and lists specific user details (e.g., System ID, System Name, Source Profile ID, Employee ID, etc.) for the Information Technology organization only.

FISC_USER_PROFILE_ORG_IT_V

+------------------------------------------------------------------------------------+
CREATE OR REPLACE VIEW FISCIDM.FISC_USER_PROFILE_ORG_IT_V

AS SELECT RECORD_ID,

SYSTEM_ID,
SYSTEM_NAME,
SOURCE_PROFILE_ID,
EMPLOYEE_ID,
EMPLOYEE_EMAIL1,
EMPLOYEE_STARTDATE,
EMPLOYEE_ENDDATE,
EMPLOYEE_PHONE,
EMPLOYEE_MOBILE,
EMPLOYEE_STATUS,
PBWUSERID,
JOB_DEPARTMENT,
JOB_ORGANIZATION,
JOB_TITLE,
PERSON_NAME,
ORG_ID

FROM FISCIDM.FISC_USER_PROFILE_V a

WHERE JOB_ORGANIZATION = 'Information Technology'

/

 GRANT SELECT ON FISCIDM. FISC_USER_PROFILE_ORG_IT_V TO FISCADMIN

/

+------------------------------------------------------------------------------------+

1.  Run the FISC_USER_PROFILE_ORG_IT_V view on the database using TOAD, Oracle SQL Developer, SQL Plus, etc. This creates the view and also grants the SELECT privilege to the FISCADMIN user. Note: The SELECT grant must be specified for the view to display to the FISCADMIN database user.
   
   
2. Add the newly created view to the View Reports Function Menu item of the Compliance tab by clicking the Manage Reports Function Menu item:
   
   
   
3. Click the Add button:
   
   
   
4. Enter the Name (e.g., IT Organization List). Enter the Description (e.g., Information Technology Organization List). Select User from the Report Category drop-down list. Select Detail from the Report Type drop-down list.
   
   
5. Select the Pick the View Name option button, and select FISC_USER_PROFILE_ORG_IT_V from the View Name drop-down list. Select Load Columns to load the column definition from the database. This displays columns from FISC_USER_PROFILE_ORG_IT_V:
   
   
   

6. Set the column attributes to these values:
   
   

   Order	Column Label	Width	Display Option	Searchable	Filter Type	Filter Order
   1	Record ID	10	All	<TRUE>
   2	System ID	0	Detail
   3	System Name	0	Detail
   4	Profile ID	10	All	<TRUE>
   5	Employee ID	10	All	<TRUE>
   6	Email Address	10	All	<TRUE>
   7	Start Date	10	All	<TRUE>
   8	End Date	0	Detail
   9	Phone	10	All	<TRUE>
   10	Mobile	0	Detail
   11	Status	10	All	<TRUE>
   12	Internal ID	0	Detail
   13	Department	10	All	<TRUE>	Text	1
   14	Organization	0	Detail
   15	Title	10	All	<TRUE>	Text	2
   16	Name	10	All	<TRUE>	Text	3
   17	17	Organization ID	0	Detail
   The RECORD_ID column must be displayed as the first column for all Detail type reports and have its Display Option set to Summary or All to be displayed on the Report Summary page. Setting the Display Option to Detail removes the column from the Report Summary page (set the corresponding width to 0). The Width column must add up to 100 (100%). The report filters display in this order: Department, Title, and Name.

7. Click the Add button to add the report: 
   
   
   

8. On the Function Menu, click View Reports, select the IT Organization List report. The Filter Criteria page displays:

   
   

   
   

9.   Enter a Department (if this value is left blank, all departments display). Enter a Title (if this value is left blank, all titles display). Enter a Name (if this value is left blank, all names display).
   
   
10. Click the Submit button to execute the report. The Report Summary page displays:
    
    
    
11. To display the detail page of your report, select a record, and then click the Display Detail button:
    
    
    
12. To export your file, from the Report Summary page, select a record, and then click Create Export File. The Select Columns page displays:
    
    
    
13. Add or remove columns to be presented in your export file, and then click the Export button to create the export file. Based on the browser setting, the exported file can be stored in the default location or prompt for a filename and location, or opened by the default application.

Report Summary Example

Objective: Create a new Audit database summary view named AUDIT_PW_RESET_YR_DT_V that reads from an existing audit view AUDIT_PW_RESET_DATE_V and summarizes password reset counts for users, help desk, admin, and totals for a selected year.

AUDIT_PW_RESET_YR_DT_V

+------------------------------------------------------------------------------------+

CREATE OR REPLACE VIEW FISCIDM.AUDIT_PW_RESET_YR_DT_V

AS SELECT TO_DATE(PASSWORD_RESET_YYYY||'/01/01', 'YYYY/MM/DD') as PASSWORD_RESET_DATE,

PASSWORD_RESET_YYYY as PASSWORD_RESET_YEAR,

SUM (USER_COUNT) as USER_COUNT,

SUM (HELPDESK_COUNT) as HELPDESK_COUNT,

SUM (ADMIN_COUNT) as ADMIN_COUNT,

SUM (TOTAL_COUNT) as TOTAL_COUNT

FROM FISCIDM.AUDIT_PW_RESET_DATE_V

GROUP BY TO_DATE(PASSWORD_RESET_YYYY||'/01/01', 'YYYY/MM/DD'), PASSWORD_RESET_YYYY

/

GRANT SELECT ON FISCIDM. AUDIT_PW_RESET_YR_DT_V TO FISCADMIN

/

+------------------------------------------------------------------------------------+

1.  Run the AUDIT_PW_RESET_YR_DT_V view on the database using TOAD, Oracle SQL Developer, or SQL Plus, etc. This creates the view and also grants the SELECT privilege to the FISCADMIN user. Note: The SELECT grant must be specified for the view to display to the FISCADMIN database user.
   
   
2. Add the newly created view to the View Reports Function Menu item of the Compliance tab by clicking the Manage Reports Function Menu item:
   
   
   
3. Click the Add button:
   
   
   
4. Enter the Name (e.g., Audit Password Resets - Yearly). Enter the Description (e.g., Audit Password Reset Counts by Year). Enter the Table Width (default: 100). Select Password Reset as the Report Category. Select Summary as the Report Type.
   
   
5. Select the Pick the View Name option button, and select AUDIT_PW_RESET_YR_DT_V from the View Name drop-down list. Select Load Columns to load the column definition from the database. This displays columns from AUDIT_PW_RESET_YR_DT_V:
   
   
   

6. Set the column attributes to these values:
   
   

   Order	Column Label	Width	Display Option	Searchable	Filter Type	Filter Order
   1	Password Reset Date	0	Hidden
   2	Password Reset Year	20	All	<True>	Date	1
   3	User Count	20	All
   4	Helpdesk Count	20	All
   5	Administrator Count	20	All
   6	Total Count	20	All
   Setting the Display Option to Hidden removes the column from the Report Summary page and Report Detail page (set the corresponding width to 0). The Width column must add up to 100 (100%). The report filters display in this order: Password Reset Year.

7. Click the Add button to add the report: 
   
   
   
8. On the Function Menu, click View Reports, select the Audit Password Resets - Yearly report. The Filter Criteria page displays:
   
   
   
9. Select a Start Date (e.g., 01/01/2009) and an End Date (e.g., 12/31/2009), and click the Submit button to execute the report. The Report Summary page displays:
   
   
   
10. To export your file, click Create Export File. The Select Columns page displays:
    
    
    
11. Add or remove columns to be presented in your export file, and then click the Export button to create the export file. Based on the browser setting, the exported file can be stored in the default location or prompt for filename and location, or opened by the default application.