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Identity Manager 8.0 - Web Portal User Guide

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Reports

You will find report in the Web Portal under the Settings.

You can view and edit reports in the Reports view. You can also create your own reports and organizations or assign employee.

Detailed information about this topic

New Report

You can add new reports in the Report view. To do this, you enter the master data.

NOTE: This function is not available on mobile devices.

To create a report

  1. Click New report in the Reports view.
  2. Configure the following in the Create a new report view.

    NOTE: You must fill in the required fields (marked with an asterisk *). Optional fields can be filled in when you create the role, or later by changing the master data for the role.

    Table 82: Report Master Data

    Setting

    Description

    Name*

    Text box for the report name.

    Enter the report's name.

    Report definition

    Select the base table with Assign.

    You can edit the selected base table using Result columns and Edit Filter.

    Once a base table has been assigned, you can change the assignment with Change.

    Risk index

    Display a scale of 0 to 1 for the risk index and two slide rulers.

    Specify a beginning and an end value within the scale.

    Owner

    Name of the report owner.

    Use Change to select from a list of owners.

    Service item

    Creating a new service item.

    Use Create a new service item to create a new product.

    You can disable this report definition using the Disable option.

    Assign to employees

    Selecting other employees as report recipients.

    Use Change to select an employee to receive the report.

    Assign to departments

    Selection of departments to receive the report.

    Use Assign to select a department to receive the report.

    Assign to Locations

    Selection of locations to receive the report.

    Use Assign to select a location to receive the report.

    Assign to cost centers

    Selection of cost centers to receive the report.

    Use Assign to select a cost center to receive the report.

  3. Click Save.

Viewing Report Definitions

Use View report definition to view more information about an existing report and make changes if required.

  • Overview

    View assigned properties of the selected report in a Hyper View.

  • Master Data

    Edit and modify report properties.

  • Usage

    View employee assignments to a role class.

Detailed information about this topic

Overview

With the action View report definition, you open, amongst other things, an overview of the selected report. All relevant information about the report is provided in abbreviated form in the overview, such as, assigned employees or application roles. They are displayed in shape elements.

To view an report's overview

  1. Open Reports and select the report you want to view.
  2. Click View report definition.
  3. Select Overview to view all the information about an employee at a glance.
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