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Identity Manager 8.0 - Web Portal User Guide

Getting Started Request Attestations Compliance Ownerships
My Responsibilities Delegation Ownerships Auditing Governance Administration
Related Applications Calls Settings... Discovering your Statistics on the Start Page

Master Data

Use View report definition to open the master data to add missing properties or to edit properties such as the risk index.

To edit the master data

  1. Open the menu Settings and click Reports.
  2. Select a report and click View report definition in the detailed content view.
  3. Select the Master data tab and edit the following settings.

    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 83: Report Master Data

    Setting

    Description

    Name*

    Text box for the report name.

    Enter the report's name.

    Report definition

    Base table selection.

    Use Change to select the base table you want from a list.

    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 ownner.

    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.

  4. Click Save.

Usage

Through View report definition, you can view employee assignments to a role class on the Usage tab.

To view which roles are contained in a predefined report

  1. Mark a report in the Report view and click View report definition.

  2. Select the Usage tab.
  3. Select a role class in the Role class menu to see the roles contained in the report.
  4. Select More information to view employees assigned to the role memberships.

Displaying Reports

You can display a report completely in the Reports view. For example, all departments with managers and calculated risk index, are displayed for the report "Departments with increased violations".

To view the base table configured for the report

  • Mark a report in the Reports view and click View report in the detailed content view.

    The base tables for this report are shown in the report view.

Exporting Reports

Reports can help you to make necessary decisions. For example, when you are viewing your file system or SharePoint resources, you can view reports to help determine ownership. Or when you are performing attestations, you can view current information on the item to which you are attesting.

  1. Select Export this view in the view settings.

    This opens the dialog box Export this view. You have several options available.

  2. Enable the following options if required.

    All pages

    All pages of the view were exported. If this setting is not enabled, only the current page is exported.

    Remove header

    This setting is only available for CSV format.

  1. Perform one of the following tasks.
    1. Select either Export as PDF.
    2. Select the option Export as CSV.
    3. Select the option Show as web page.

    The report is exported in the respective format.

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