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Identity Manager 9.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Editing report subscriptions

You can edit your existing report subscriptions.

To edit a report subscription

  1. In the header, click (Profile) > My profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity menu.

  4. On the Report Subscriptions page, click Edit next to the report subscription that you want to edit.

  5. In the details pane, under Subscription Details, edit the following report subscription settings:

    • Subscription: Enter the report subscription's name.

    • Report: Select the report that you want to subscribe to.

    • Schedule: Select how often you want to receive the report (once a week, for example).

    • Format (email attachment): Select which format you want to receive the report in. The report is sent in this format as a file attachment in an email.

    • Additional subscribers: Click Assign/Change, select the check box next to the identity who will also receive this report and click Apply.

      TIP: To remove a subscription, deselect the box next to the corresponding identity. To remove all subscriptions, click Clear selection. Click Apply.

  6. (Optional) In the details pane under Parameter, specify any other report specific settings. These settings might vary depending on what report you use.

  7. Click Save.

Sending reports from report subscriptions

Depending on how the schedule is configured, you can send reports to yourself and to others.

To send a report

  1. In the header, click (Profile) > My profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity menu.

  4. On the Report Subscriptions tab, perform the following:

    On the Report Subscriptions page, perform the following:

    • To send the report, click (Actions) > Send report to me next to the subscription of the report that you want to send.

    • To send the report to all subscribers, click (Actions) > Send report to all subscribers next to the subscription of the report you want to send.

Unsubscribing reports

You can unsubscribe reports.

To unsubscribe a report

  1. In the header, click (Profile) > My profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity menu.

  4. On the Report Subscriptions tab, click (Actions) > Unsubscribe next to the report subscription that you want to end.

  5. In the Unsubscribe Report dialog, confirm the prompt with OK.

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.

Detailed information about this topic
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