Managing reports
Reports contain information about objects and their relations to other database objects. Identification, analysis, and summaries of relevant data are supported with the help of these reports.
You can display, create, and edit reports. You and other Web Portal users can subscribe to these reports.
For more information about reports, see the One Identity Manager Report Subscriptions Administration Guide.
Related topics
Detailed information about this topic
Generating reports
In the default installation there are predefined reports available that you can subscribe to in the Web Portal. You can also create your own reports.
To generate a report
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In the menu bar, click Settings.
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On the My Settings page, click the Reports tab.
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On the Reports tab, click New report
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On the Create a new report page, enter the new report's main data.
Table 16: Report main data
Name |
Enter the report's name. |
Description |
Enter a description for the report. |
Risk index |
Use the slider to define the report's risk index. |
Disabled |
Select the check box if you want to the report to be disabled (see Disabling/Enabling reports). Only subscribable reports that are enabled can be assigned within One Identity Manager. If a report is disabled, you are prevented from assigning the subscribable report. Existing assignments remain intact.
IMPORTANT: If you disable a subscribable report, existing Web Portal user report subscriptions are canceled. |
Owners |
Click Change and select the identity responsible for this report. This identity can view and edit the report. |
Report definition |
Click Assign and select the base table whose content you want to include in the report.
Use Columns and Edit filters to specify which data should be included in the report. |
Service item |
Select a service item.
To create a new service item, click Create a new service item and then create a new service item.
The report can be requested through the service item. |
Assign to identities |
Click Assign/Change and select the identities that will receive the report. |
Assign to departments |
Click Assign/Change and select the departments that will receive the report. |
Assign to Locations |
Click Assign/Change and select the location that will receive the report. |
Assign to cost centers |
Click Assign/Change and select the cost centers that will receive the report. |
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Click Save.
Editing reports
You can edit your own reports.
To edit a report
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In the menu bar, click Settings.
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On the My Settings page, click the Reports tab.
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On the Reports tab, click the report you want to edit.
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In the details pane, click Show report definition.
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On the new page, click the Main data tab.
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On the Main data tab, edit the report's main data.
Table 17: Report main data
Name |
Enter the report's name. |
Description |
Enter a description for the report. |
Risk index |
Use the slider to define the report's risk index. |
Disabled |
Select the check box if you want to the report to be disabled (see Disabling/Enabling reports). Only subscribable reports that are enabled can be assigned within One Identity Manager. If a report is disabled, you are prevented from assigning the subscribable report. Existing assignments remain intact.
IMPORTANT: If you disable a subscribable report, existing Web Portal user report subscriptions are canceled. |
Owners |
Click Change and select the identity responsible for this report. This identity can view and edit the report. |
Report definition |
Click Assign and select the base table whose content you want to include in the report.
Use Columns and Edit filters to specify which data should be included in the report. |
Service item |
Select a service item.
To create a new service item, click Create a new service item and then create a new service item.
The report can be requested through the service item. |
Assign to identities |
Click Assign/Change and select the identities that will receive the report. |
Assign to departments |
Click Assign/Change and select the departments that will receive the report. |
Assign to Locations |
Click Assign/Change and select the location that will receive the report. |
Assign to cost centers |
Click Assign/Change and select the cost centers that will receive the report. |
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Click Save.
Disabling/Enabling reports
You can disabled reports. Only subscribable reports that are enabled can be assigned within One Identity Manager. If a report is disabled, you are prevented from assigning the subscribable report. Existing assignments remain intact. To enable disabled reports again.
IMPORTANT: If you disable a subscribable report, existing Web Portal user report subscriptions are canceled.
To disable an enabled report
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In the menu bar, click Settings.
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On the My Settings page, click the Reports tab.
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On the Reports tab, click the report you want to disable.
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In the details pane, click Show report definition.
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On the new page, click the Main data tab.
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On the Main Data tab, select the Disabled control box.
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Click Save.
To enable a disabled report
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In the menu bar, click Settings.
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On the My Settings page, click the Reports tab.
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On the Reports tab, click the report you want to enable.
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In the details pane, click Show report definition.
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On the new page, click the Main data tab.
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On the Main Data tab, clear the Disabled control box.
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Click Save.