Navigating the Reports UI

Click Intelligence > Reports to open the Reports UI. A set of tabbed pages provides lists of standard and custom / saved reports, details on scheduled reports, and report results.

• My Reports Tab lists any customized reports that you have created and saved based on a report template using the templates, or standard reports, provided on the Reports tab.

• Reports Tab lists all of IdentityIQ's standard report templates, grouped by category.

• Scheduled Reports Tab lists reports that have been scheduled for future or repeated execution.

• Report Results Tab shows a list of reports that have been run. You can click on reports here to see report results. Note that each user is only shown reports to which they have access.

My Reports Tab

The My Reports tab lists all the customized reports that you have created and saved based on a report template provided on the Reports tab. These reports are only available for your use. You can use scoping to make the results visible to other users. You can use scoping to make the results visible to other users.

Reports are listed by category. You can use the Search by Report Name field to find the report you want to run. The Filter searches by setting in the gear menu > Global Settings > IdentityIQ Configuration > Miscellaneous tab, in the Reporting section, determines whether the search will find only reports that start with the string you entered, or reports that contain the string anywhere in the name.

Right-click on any report in this list to run, schedule, export or delete a report. The right-click menu options are:

• Save as New Report – creates a new report instance based on an existing instance. Changes made are saved as a new report instance, leaving the existing one intact. This is helpful when a report offers a large number of configuration parameters and a new instance is being created that changes only a few of the options (filters, sorts, etc.).

• Edit – edits the existing report instance. This is the same as clicking the report instance in the list

• Schedule – schedules the report instance for future (or repeated) execution.

• Execute – runs the report instance immediately.

• Delete – deletes the instance's configuration from IdentityIQ.

Use IdentityIQ reporting to collect the information you need to manage the compliance process. Reporting replaces manual searches for data located in various systems around your enterprise.

SailPoint provides a number of standard reports that can be run without changes. You can also use the standard reports to create custom reports that are specific to your needs. The provided reports are displayed on the Reports tab. The following types of report templates are provided:

• Detailed Reports – include key data about specific areas in IdentityIQ. The information can be presented in table or grid format. The results can be exported to a .csv file and used in spreadsheets

• Archived Reports – include end-of-period and task information that is formatted for easy dissemination of key audit information. Due to the large amount of data that is generated, the best option is to export the report results to a .pdf file

• Summary Report – include end-of-period and task information that is formatted for easy dissemination of key audit information. Due to the large amount of data that is generated, the best option is to export the report results to a .pdf file

Reports Tab

SailPoint provides a number of standard reports that can be run without changes or that can be used as templates for creating custom reports.

Note

You cannot write over the report templates on the Reports tab. If you edit a report template from Reports tab and save the changes, you must assign a name to the new report and it is added to the report list on the My Reports tab.

Reports are grouped by category. The categories for reports are:

• Access Review and Certification Reports

• Account Group Reports

• Activity Reports: User Activity Detailed Report

• Administration Reports

• Application Status Report

• Configured Resource Reports

• Identity and User Reports

• Lifecycle Manager Reports. See Lifecycle Manager Reports.

• Policy Violation Report

• Risk Reports

• Role Management Reports

Use this page to create, edit, run, schedule, export or delete your custom reports. Right-click the report name and select an option from the pop-up menu. When you select an export function, the report is run and the results are displayed in the selected format. For Detailed and Summary type reports the Export to CSV option is not available. For more information, see Working With Reports.

To view a list of all scheduled reports, see Scheduled Reports Tab.

To view reports after they are completed, see Report Results Tab.

To create reports based on searches on identity, activity, and audit information, see Identity Search, Activity Search, and Audit Search.

Searching for Reports

Use the Search by Report Name field to find the report you want to run. The Filter searches by setting in the gear menu > Global Settings > IdentityIQ Configuration > Miscellaneous tab, in the Reporting section, determines whether the search will find only reports that start with the string you entered, or reports that contain the string anywhere in the name.

This tab lists each report name and a brief description of its contents.

Running Reports from the Reports Tab

You can run reports directly from this page or schedule them to run at some point in the future, either once or on a repeating, scheduled basis. Any report initiated (immediately or scheduled) directly from this page is run with no filters applied. In other words, the report runs for all system objects to which that report applies (all roles, all Identities, all policies, all access reviews, etc.).

To run a report with no filters, right-click and choose Execute to run it once immediately or Schedule to set it up to run in the future or on a repeating basis.

To edit the report template to add details and filtering criteria, click the report name, or right-click and choose Edit.

Deleting Reports

To completely remove the report from the system, right-click the report name and select Delete.

Scheduled Reports Tab

When you choose the option to schedule a report template or instance to run later (right-click > Schedule), the New Schedule page is displayed. You must enter a name for the scheduled version of the report, and can optionally add a description. You can choose a date and time to run the report, and can set the report to run at various frequencies (once, hourly, daily, weekly, monthly, quarterly, or annually).

Use the Search by Schedule Name field to find the scheduled report you want to run. The Filter searches by setting in the gear menu > Global Settings > IdentityIQ Configuration > Miscellaneous tab, in the Reporting section, determines whether the search will find only reports that start with the string you entered, or reports that contain the string anywhere in the name.

Reports that have been scheduled for future or repeated execution are listed on the Scheduled Reports tab. Once the scheduled report has run for the last time (for example, it was originally scheduled to run one time, at a specific date and time, and that time arrived, so it ran), it is removed from this list; only future-scheduled report executions are shown on this page.

Report Results Tab

The Report Results page displays a list of reports run in the IdentityIQ application to which you have access. If scoping is active you may only have access to reports in scopes that you control.

Use the Search by Result Name field to find the report results you want to view. There is a Filter searches by setting in the gear menu > Global Settings > IdentityIQ Configuration > Miscellaneous tab, in the Reporting section, which determines whether the search will find only reports that start with the string you entered, or reports that contain the string anywhere in the name. See Miscellaneous for more information.

You can also use filtering options to limit the number of reports displayed in the table based on the date the report was run, and the report results (Success, Warning, Fail, or Cancelled)

The list of reports on this tab includes the following details for each report:

Column	Description
Name	The name of the report.
Date Complete	The date and time stamp of when the report completed running.
Result	The result status, Pending, Successful, or Failed.
Signoff	The status of the sign off request for the report results. None - no sign off required Waiting - sign off request not complete Signed - a sign off decision has been made
Owner	The user that created the report.

You can right-click on any report in this list and choose View to see details about that report, as well as the information collected. From this view, the report can be viewed on screen, downloaded as a PDF, or downloaded as a CSV file. The PDF and CSV forms of the report are created during report execution and saved to the database, making the download of either format fast and efficient.

Note

Export report names are cropped at 31 characters. File names for exported reports are converted to camel case where supported. If not this conversion is not supported, file names will simply have spaces removed and words combined (for example, myPersonalReport.pdf).

If a report was scheduled to run but there were no results, navigate to the Scheduled Reports Tab to check for any errors that might have occurred when the report was run.

To delete report results, right-click the result and select Delete. Reports that require a sign off can only be deleted by a user with the Signoff Administrator capability.