Reports

The Reports menu provides insight into application access and usage. If you log in as a Super Admin, you can also view the actions performed by other users with Admin or Super Admin privilege.

The reports can be exported to various file formats, namely CSV, PDF, HTML, and XLS. You can also customize the reports by adding or removing fields in the reports to view only the data that is relevant to you.

Reports are grouped into two different categories based on the directories, which can be chosen using a drop-down in the top-left corner of the Reports page. The categories are:

• Universal Directory
• Azure Active Directory
• Salesforce Directory

Steps to generate a report

• Navigate to the Reports tab.
• Select the directory for which you want to generate reports by using the drop-down in the top-left corner of the Reports page.
• Select the report that you wish to view from the side-bar.
• Some reports require you to enter a period for which the report will be generated. In such cases, select the period of your choice and click Apply.

Note: To generate reports in Other Directories, select the Directory/Tenant for which you wish to generate the report from the drop-down list.

• The report will be generated and displayed.

Exporting the reports

1. Select the desired report, and in the top-right corner, click the Export As menu.
2. Select the file format. Supported formats: CSV, PDF, HTML, and XLS.
3. The report will be queued for export.
4. To view the history of all export actions carried out, click the present next to the Export As menu.
5. Hover over the report that you exported. You'll get three options.
• Click the Download icon to download and save the report.
• Click the Mail icon to send the report via email.
• Click the Delete icon to remove the report form the Report Export History list.
6. Click More to view the Export Settings. Here, you can modify the description of the report and also choose to include the product logo in the report header.

Customizing the reports

1. Select the desired report and click the button.
2. To add a field, select the field from the Available Columns list and click the >> arrow to move it to the Selected Columns.
3. To remove a field, select the field from the Selected Columns list and click the << arrow to move it to the Available Columns.
4. You can also select the order in which the fields appear by selecting a field and clicking the Up or Down buttons.

Note: Fields marked as mandatory cannot be removed.

Sorting the reports

These two techniques can be used to sort the order of the entries in a report to fit your requirements:

1. Click the column name of your choice to sort the entries within that particular column in either ascending or descending order.
2. Select the desired report and click the button. You can sort the entries of any field from the Selected Columns list by clicking either the ascending or descending options next to the field names.

Filtering the reports

1. Select the desired report and click the icon found in the top-right corner of the report.
2. In the first drop-down box, select the parameter based on which you want to filter the data.
3. In the second drop-down box, select the matching condition for the parameter.
4. In the text box, type the value for the parameter.
5. Click to add more conditions.
6. In successive conditions, use the drop-down list to the left of the first drop-down list mentioned to decide the logical operator to be used.
7. The Criteria Pattern displays the order in which the rules created will be applied for this report.
8. Click Apply to retrieve only the required data from the report.