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Version: Cloud

Report Generator

Overview​

The Report Generator makes it possible to generate reports with the data of your choice.

It is divided into three parts: Data fields, Metrics, and My report. The two first tables let you choose the items that you want to see in the third table.

Data fields and Metrics​

The Data fields widget lets you choose the items that you want to be listed in your report. The list of items includes a lot of valuable parameters related to identities, resources, contexts, systems, and more.

The Metrics widget lets you choose the counts, percentages, and other measures that you want to be listed in your report. This way, you can enhance the meaningfulness of the table by enabling statistical analysis.

These two tables work in the same way:

  • You can select as many items as you need by ticking the box next to the items.

  • The items are added to My report in the same order that you selected them in the Data fields and Metrics widgets.

  • You can search for items in the table by entering a word and clicking Refine table rows:

  • Once you selected all the items of interest, click Apply in both tables. Columns with those items will appear in My report.

  • To reset the items in a given table, select Reset Table Rows.

My report​

Once the data of your choice is applied, it appears in My report.

Generating a report​

To download the data from the table, that is, generate a report, click the three dots in the top right corner. Then, hover over Download and choose the format you need: CSV, PDF, or Excel.

Filtering​

My report widget also lets you filter by any item of your choice. There is more than one option to do that:

  • You can right-click on an item in the table, and click Select. The table immediately gets rearranged according to your filtering: for example, it is now filtered by a particular decision date.

  • You can also use the filters that appear in the right pane whenever you tick items on the Data fields and Metrics widgets. The filters stay there even when you apply different ones.

    If you click on the items you're filtering by (for example, on this screenshot: Approve, ExtendAccess, or Employees App Time Management), you can choose from a wider list of items to filter by. You can also select from a variety of options such as "Is not", "Contains", or "Is not empty":

    You can filter by a number of items at once: for instance, if you want to view who approved the access to one particular resource in one particular department.

info

Both filtering options complement each other: if you select an item with the right-pane filters, they are applied in the tables, and if you select an item in the table, it appears on the right pane.

note

After using either of these filtering options, you can reset the filtering:

  • by clicking on Reset filters under the Data fields widget.

  • by disabling the toggle next to a particular filter.