Custom Reports

Creating custom reports

You can create Custom Reports by following the steps below:

1. Select the Reports tab.
2. Select Custom Reports from the left navigation pane.
3. Click the New custom report button to add a new custom report.
4. Specify the Report name and Description details.
5. In the Add report to section, select a category from the drop-down list.

Note: To add a new category, such as member-based reports, enter the category name in the Add a new category field in the Add report to section and click the + icon. You can also delete a category if no reports exist under it.

6. Choose the appropriate domain from the Select domains list. Click the Add OUs link to specify the OUs for which you wish to generate the reports.
7. In the Select Object(s) section, click the + icon to choose the object type for which you want to generate a report from the drop-down list that appears.
8. On the Filters tab, you can customize the report by configuring AD-object-based filters.
• Under LDAP Filter, click Add Condition to specify attributes based on which data must be obtained from AD.
• Under Advanced Filters, use the options below to customize the LDAP query filter:
• Use the Filter from Report option to select predefined reports from which LDAP queries must be fetched.
• In the LDAP Query field, write your own query based on which data must be fetched.

Note: Selecting a report in the Filter from Report field will automatically populate the LDAP Query field with the selected report's predefined queries. You can customize this if required.

• Under Refine Results, further refine your criteria on a database level using the Add Condition option.

Note: Attributes like Password Expiry Date, Password Status, OU Name, and Distinguished Name and the criteria for the Member and MemberOf filters can only be configured in the Refine Results section.

9. On the Columns tab, you can select the attributes that have to appear in the report. By clicking Select custom attributes, you can configure the custom LDAP attributes that are present in AD to be displayed in the report.
10. On the Management Actions tab, you can select the management operations that you wish to perform directly from the generated report.
11. If you wish to view the applied conditions for a custom report, click Preview Query.
12. Click Save.

Note: Click Copy Custom Report to copy the configuration of an existing custom report and create a new report according to your specific requirements.

Modify and delete custom reports

1. Click Reports tab.
2. Select Custom Reports from the left navigation section.
3. Choose from any of the existing custom reports available in the section. (Hover the or move the) mouse over the desired report and select the Edit icon to make the necessary changes.
4. To delete the report,choose from any of the existing custom reports available in the section. (Hover the or move the) mouse over the desired report and select theDelete icon to make the necessary changes.
5. Click Save.

To generate custom report

1. Click Reports tab.
2. Select Custom Reports from the left navigation section.
3. To generate the report, choose any of the existing custom reports available in the section. Based on the filters applied to the custom reports, multi-dc report generation is also supported.
4. Select the domain(s) and OU(s). Click Generate.
5. You can also edit the report by clicking Edit report in the top-right corner of the page.
6. You can add filters to the report by selecting the filter icon on the right side of the generated report.

Note: The custom report generated with the applied filters can only be saved twice from the report creation page. To make additional changes to the Refine Results conditions, simply edit the custom report.

7. You can export the report in any of your preferred formats (XLSX, PDF, HTML, CSV, or CSVDE) by clicking Export as in the top-right corner.
8. To edit the export settings' description, select More in the top-right corner, select Export settings, and enter a suitable Description in the text box provided.

Note: Click the information icon next to the name of the report to view details about the creator, the person who last modified it, the filter conditions for all objects, and the LDAP query of the custom report.