Working With Reports

New Reports

To create a new report, on the Reports tab, click an existing report or right-click and select Save As New Report display the New Report page. See How to Create a New Report.

Existing Reports

To edit an existing report on the My Reports tab, click a report name or right-click and select Edit to display the Edit Report page. See How to Edit a Report.

To edit reports based on searches on identity, activity, and audit information, see Search Results.

Running Reports

Once the report has been defined, you can run the report by right-clicking the report name and selecting Execute, or Execute in background. Execute displays a pop-up progress window and opens the Report Results page when it is complete. Execute in background launches the report in the background. To track progress or to view the finished report, navigate to the Report Results tab. See How to Run a Report.

Scheduled Reports

To schedule a report to run at a later time or on a recurring basis, right-click a report name and select Schedule from the dropdown list to display the New Schedule dialog. You can schedule reports to run once, hourly, daily, weekly, monthly, quarterly or annually to meet the requirements of your enterprise and auditors. See How to Schedule a Report.

Deleting Reports

To delete a report, right-click the report name and select Delete from the drop-down menu. Click Yes on the confirmation pop-up to delete the report. When you delete a report from the Reports table, all associated report results are deleted as well.

Exporting Reports

To export report results, select one of the export features to launch a report and export the results directly to an external file. Exported reports are not included in the list on the View Report Results page.

Report Work Items

Reports that require sign off generate work items and email notifications that are assigned to the designated signers. Sign off decisions are retained with the report results for tracking purposes. See How to Complete Report Work Items.