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Identity Manager 8.0 - Report Subscriptions Administration Guide

Report Preview

Use this task to the display subscribable report while you are editing it. Enter any report parameters required in the dialog box.

To display a report preview

  1. Select Report Subscriptions | Subscribable report.
  2. Select the report in the result list.
  3. Select Change master data in the task view.
  4. Select Report preview in the task view.
  5. Enter the report parameter value in the dialog box and confirm with OK.

    NOTE: The dialog window is only shown if required for displaying report parameters for this report.

Assigning Subscribable Reports to Employees

Subscribable reports can be assigned to employees directly, indirectly or through IT Shop requests. In the case of indirect assignment, employees and subscribable reports are arranged in hierarchical roles. The number of subscribable reports assigned to an employee is calculated from the position in the hierarchy and the direction of inheritance.

Add employees to a shop as customers so that subscribable reports can be assigned through IT Shop requests. All subscribable reports assigned to this shop can be requested by the customers. Requested subscribable reports are assigned to the employees after approval is granted.

Prerequisites for indirect assignment to employees
  • Assignment of employees and subscribable reports is permitted for role classes (department, cost center, location or business role).
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Assigning Subscribable Reports to Departments, Cost Centers and Locations

Assign the subscribable report to departments, cost centers and locations for it to be assigned to employees through these organizations.

To assign a subscribable report to departments, cost centers and locations

  1. Select Report Subscriptions | Subscribable report.
  2. Select the report in the result list.
  3. Select Assign organizations.
  4. Assign organizations in Add assignments.

    • Assign departments on the Departments tab.
    • Assign locations on the Locations tab.
    • Assign cost centers on the Cost center tab.

    - OR -

    Remove the organizations from Remove assignments.

  5. Save the changes.
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Assigning Subscribable Reports to Business Roles

Installed Modules: Business Roles Module

Assign the subscribable report to business roles for it to be assigned to employees through these business roles.

To assign a subscribable report to business roles

  1. Select Report Subscriptions | Subscribable report.
  2. Select the report in the result list.
  3. Select Assign business roles in the task view.
  4. Assign business roles in Add assignments.

    - OR -

    Remove business roles from Remove assignments.

  5. Save the changes.
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