How to Edit a Report

Use the Edit Report page to make changes to an existing report.

  1. Access the Reports page from the navigation menu bar. Go to Intelligence > Reports.

  2. Navigate to the My Reports tab to view a list of your saved reports.

  3. Click a report, or right-click a report and select Edit from the dropdown list to open the Edit Report page.

  4. Edit the Name and Description section as needed.

  5. 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 if a report result with the same name exists.

  6. Optional: Allow concurrency. Activate 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.

  7. 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.

  8. Optional: Require sign off.

    1. Activate Required sign off to expand the Signoff Properties section.

    2. Specify 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.

    3. Click Add to List to add the identity to the signers list.
      You can add as many signers as are required.

    4. 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.

    5. Specify the escalation criteria for the sign off request.
      None – no reminder emails are sent and no escalation is performed for this work item.
      Send Reminders – email reminders are sent at the configured interval.
      Reminders then Escalation – the configured number of reminders are sent and then the work item is escalated to the signers manager.
      Escalation only – this work item is escalated after the configured interval with no reminders being sent.
      Escalation intervals are set when the application is configured.

  9. Optional: Enter the maximum number of results to display in the report results. This option is available on a limited number of reports.

  10. 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. See IdentityIQ Standard Reports for details on each report type.

  11. Choose an option to save and / or run the report:

    • Click Save to save the new report to the My Reports table.

    • Click 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.

    • Click Save and Preview to preview the report results.

    • ClickExecute to run without saving.

  12. Click Save to save the new report to the My Reports table.

    • Click 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.

    • Click Save and Preview to preview the report results.

    • Click Execute to run without saving.

See also: