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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Editing reports

You can edit your own reports.

To edit a report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, click the report you want to edit.

  3. In the Edit Report side panel, edit the report's main data.

    ClosedYou can edit the following main data.

  4. In the Include data from the table drop-down, select the base table whose content you want to include in the report.

  5. Specify which information to include in the report. Then enter which columns of the base table to add to the report:

    1. Under Columns to be included, click Add column.

    2. In the drop-down, select the relevant column.

    3. (Optional) To add another column to the report, repeat this step.

    TIP: To remove a column, click (Delete).

    TIP: Drag and drop the columns to change their order.

  6. Limit this data further by defining conditions. Perform the following actions as well:

    1. In the Property drop-down, select the relevant property.

    2. In the Operator drop-down, select a logical operator.

    3. In the Value field, set the comparison value.

    4. (Optional) To add another condition, click Add another condition and repeat the steps.

    5. (Optional) To change the way the conditions are linked, next to Logical operator, click And or Or.

    TIP: To remove a condition, click (delete) next to the condition.

    For more information about customizing filter conditions, see Custom filter conditions.

  7. Click Save.

Disabling/Enabling reports

You can disable 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. You can enable disabled reports again.

IMPORTANT: If you disable a subscribable report, existing Web Portal user report subscriptions are canceled.

To disable an enabled report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, click the report you want to disable.

  3. In the Edit Report side panel, select the Disabled control box.

  4. Click Save.

To enable a disabled report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, click the report you want to enable.

  3. In the Edit Report side panel, clear the Disabled control box.

  4. Click Save.

Deleting reports

You can delete reports.

IMPORTANT: If you delete a subscribable report, existing Web Portal user report subscriptions are canceled.

To delete a report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, select the check box next to the report you want to delete.

  3. Click Delete.

  4. In the Delete Reports dialog, confirm the prompt with Yes.

Generating reports

You can generate reports and display the collected data.

To generate a report

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

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

  3. On the Report Subscriptions tab, click View a report.

  4. On the View a Report side panel, click the report you want to generate.

  5. In the Format drop-down, select the format to use to generate the report.

  6. Click Show report.

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