Viewing Reports

The Compliance _ View Reports function menu item can be used to list all available reports and execute them immediately. Depending on the report, you may be prompted to provide filter criteria when executing the report. See the section Out-of-the-box Audit Reports for a list of prepackaged reports and descriptions of what information they are designed to display.

Report Listing

1. From the Admin UI _ Compliance tab _ Function Menu, click View Reports. The Report Listing page displays all system and custom reports:
   
   
   

   Definition

   Report Name Name of reports created from the Manage Reports function menu item and system audit reports. See the section  Out-of-the-box Audit Reports for a list of prepackaged reports and descriptions of what information they are designed to display.

   Description Displays the report description.

   View Name Displays the database view name used to generate the report.

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

   Report Category Displays the category or feature that is represented by the report.

   Report Type Displays the report type indicating summary or detail information is being provided by the report.

   Type Displays the type of report: System or Custom. System reports are prepackaged with the IdM Suite and cannot be deleted. All newly added reports are considered custom.

   Display Displays True or False to indicate if the report can be displayed from the View Reports function menu item. Those that are set to False are generally used as a sub process for another report that is configured as True.

   Modified User Displays the name of the user that modified the report.

2. To execute a report, select a report (e.g., Password Reset Frequency). The Filter Criteria page displays based on the report selected to refine the report:
   
   Note: If filter criteria are not required, your report will display. Report filter criteria may prompt for one of these filter types:

   • Date - Select the Date Picker icon and enter (in the form of mm/dd/yyyy) a date to filter.
   • Text - Enter text or a number as prompted to filter (e.g., User Name, User Count).
   • Combo box - A drop-down list displays to select one item to filter.

   For the example screen displayed above:

   Start Date	Enter (in the form of mm/dd/yyyy) or select the beginning date to filter.
   End Date	Enter (in the form of mm/dd/yyyy) or select the ending date to filter.
   User Name	Enter the user name to filter.
   User Count	Enter the user count to filter.
   Submit	Executes the report and displays the Report Summary page.

3. Enter the desired information, and click the Submit button. The selected report displays on the Report Summary page, for example:
   
   
   

   Definition

   Display Detail Displays the Report Detail page for viewing your selected report. This button is available only if the selected report is configured to display Detail information.

   Create Export File Exports the CSV file for the selected report.

   Notes:

   • The columns that display depend on the report type.
   • If the total number of pages is more than 50, the first/last arrows are not displayed and this note is added to the right hand side of the right arrow:
     
     First and Last Page options are not available for optimal performance because the search returned more than 50 pages of data. Refine your search by entering search criteria, and click Search to list refined result set.
     
     

4. The Display Detail button is available only if the selected report was configured to display Detail information rather than Summary information. Click the Display Detail button. The Report Detail page displays:

   

   Definition

   Show only attributes that have values Displays only detail values where data exists in the record on the database.

   Column Name Displays the user defined column name.

   Column Value Displays the value returned from the database.

5. For exporting the report just generated, from the Report Summary page, click the Create Export File button. The Select Columns page displays:

   

   Definition

   Available Columns Lists the columns that the user defined as available to view in this report.

   Add Adds the selected column to the Selected Columns list..

   Remove Removes the selected column from the Selected Columns list and returns it to the Available Columns list.

   Add All Adds all available columns to the Selected Columns list.

   Remove All Removes all attributes from the Selected Columns list and returns them to the Available Columns list.

   Move Up Moves up the selected item in the Selected Columns List by a single row.

   Move Down Moves down the selected item in the Selected Columns List by a single row.

   Selected Columns Lists the selected columns.

   Reset Clears the selections.

   Include Header Check this box to include header information within the exported CSV file.

   Delimiter Specify the delimiter: comma, tab, or pipe from the drop-down list to use when exporting information to the CSV file.

   Export Executes the selections and displays the File Download page.

6. Add or remove columns to be presented in your export file, and then click the Export button to create the export file. The File Download displays.
   
   

7. Click Save to save the report in CSV file format.