How to Create a New Report

Use the New Report page to create reports for your organization based on the reports provided. Reports can be as general (all users in your organization) or specific (one user) as required.

See Standard Report Properties for the complete list of reports provided with IdentityIQ.

Searches defined on the search pages can also be saved as reports. Reports created on the search pages are saved in the Search category on the My Reports tab.

Procedure

Select Intelligence > Reports from the navigation menu bar to access the Reports page.
Right-click a report on the My Reports or Reports tab and select Save As New Report.
Enter a name and brief description of the new report. This information is displayed on the My Reports table when the new report is saved.
Optional: You can require sign off on the report; the report results can not be viewed or downloaded until the signoff process is complete.
1. Check Require Signoff. This opens a Signoff Properties section.
2. Choose the required signers. Enter the first letter, or letters, of an identity to display a selection list of valid identities containing that letter string and select a signer. Then select Add to List to add the identity to the signers list. You can add as many signers as you need. Each signer will receive a work item for signing off on the report.
3. Select an email notification template from the Initial Notification Email dropdown list. For example, the Report Result Signoff template. Templates are created and defined when the application is configured.
4. Specify the escalation criteria for the signoff request.
Select a Previous Result Action from the dropdown list. Rename Old is select by default. Previous result actions determine how subsequent runs of this report react to existing report results.

Delete – overwrite the previous report results with the new information.
Rename Old – append a numeral to the name of the old report result and preserve both.
Rename New – append a numeral to the name of the new report result and preserve both.
Cancel – cancel the new run of the report.

Optional: Select the Allow Concurrency checkbox to enable two identical reports to run at the same time.

If enabled, allow concurrency appends a numeric value to the name of the report that started second.
If disabled, the second report is canceled and an exception sent to the requestor.

Optional: Assign an email recipient to receive notification of report completion. Enter the first letter, or letters, of an identity to display a selection list of valid identities containing that letter string, or click the arrow to the right of the field to display a list of all users. To prevent an email being sent if the report is empty, select Don't email empty reports.
Optional: Enter the maximum number of results to display in the report results.
Optional: Enter a scope for the report results. Enter the first few letters of a scope name to display the select box, or click the arrow to the right of the field to display all of the scope you control. Only identities that control the assigned scope can view the results of a scoped report.
If scope is active and you do not explicitly assign a scope, the results are given your assigned scope.
Specify the report options required for the report you are creating.
Each report type displays unique report options. See IdentityIQ Standard Reports for details on each report type.
Specify how the information will display in the report results.
Choose an option to save and / or run the report:

Select Save to save the report without running it.
Select Save and Execute to save the report to the My Reports table and run it immediately. The Report Results page displays when the report completes.
Select Save and Preview to preview the report results.
Select Execute to run the report without saving it.

For more information on report results, see Report Results Tab.


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