Custom Reports

The product enables administrators to create and manage customized Active Directory and Microsoft 365 reports tailored to the organization's requirements. Using the custom report builder, administrators can:

• Create custom reports
• Modify and delete custom reports
• Generate custom reports
• Delegate custom reports to help desk technicians
• Share custom reports

How it works

The custom report builder allows administrators to define report criteria by selecting the required objects, attributes, and conditions. Based on these inputs, dynamic queries are constructed to retrieve relevant data from the selected domain(s).

Create custom reports

You can create a custom report by following the steps below:

1. Navigate to Reports > Custom Reports.
2. Click + New Custom Report to add a new custom report.
3. Click Copy Custom Report to copy the configuration of an existing custom report and create a new report according to your specific requirements. Otherwise, enter a report name and description for the report.
4. In the Add Report To field, 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 field Add a new category within the drop-down under the Add Report To section, then click the plus + icon to save. A category can be deleted if no reports exist under it.

5. Choose the appropriate directory from the Select Directories list. The product supports generating custom reports from Active Directory and Microsoft 365.
   • If Active Directory is selected, choose the appropriate domain from the Select domains list. Click Add OUs to specify the OUs for which you wish to generate the reports.
   • If Microsoft 365 is selected, choose the appropriate tenant from the Select Tenant drop-down.
   Note

   • Both Active Directory and Microsoft 365 can be selected. Selecting at least one directory is mandatory to generate the report.
   • If Microsoft 365 is not configured, the option to select Microsoft 365 directories will not be displayed.
6. In the Conditions section, click the plus + icon from the drop-down list that appears to choose the object type for which you wish to generate a report. The product supports configuring conditions for users, groups, computers, and contacts.

   Note Custom reports for Microsoft 365 tenants can only be generated for users.

   • In the Filters tab, you can customize the report by configuring object-based filters.
     • Under LDAP Filter, click Add Condition to specify attributes based on which data must be obtained from Active Directory.
       • Click Advanced Filter to 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. The listed reports are specific to the selected object.
         • 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.
       • LDAP filters cannot be configured for Microsoft 365 objects.
     • Under Refine Results, further refine your criteria on a database level using Add Condition.

       Note Attributes like the Password Expiry Date, Password Status, OU Name, Distinguished Name, Bad Password Count, Days Since Password Last Set, User Logon Count, and Canonical Name can be configured in the Refine Results section.

   • In the Columns tab, you can select the attributes that have to appear in the generated report. Clicking Custom Attributes allows the configuration of custom LDAP attributes present in Active Directory to display in the report.

     Note The product does not support custom attributes for Microsoft 365 objects.

   • In the Management Actions tab, you can select the management operations that you wish to perform directly from the generated report.

     Note Management actions cannot be performed for Microsoft 365 objects.

7. If you wish to view the applied conditions for a custom report, click Preview Query.
8. Click Save.

Modify and delete custom reports

1. Navigate to Reports > Custom Reports.
2. On the list of available custom reports, hover the mouse over the report you wish to modify or delete.
   • To modify a report:
     • Click the edit icon.
     • Make the necessary changes and click Save.
   • To delete a report:
     • Click the delete icon.

Generate custom reports

1. Navigate to Reports > Custom Reports.
2. To generate a report, click any of the available custom reports. Based on the filters applied to the custom reports, multi-domain-controller report generation may also be supported.
3. Select the required domains and OUs from the Select Domain drop-down and the tenants from the Select Tenant drop-down.
4. You can also edit the report by clicking Edit report in the top-right corner of the page.
5. 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.
6. To edit the export settings' description, click More in the top-right corner, select Export settings, and enter a suitable description in the text box provided.
7. Click Generate.
8. You can add filters to the report by selecting the Filters icon on the right side of the generated report.

Delegate custom reports to help desk technicians

1. You can select Custom Report Management under AD Reports > Custom Reports in a Help Desk Role.
2. Once delegated, technicians can generate custom reports—both shared and self-created—for their delegated domains and OUs.
3. The designated technician can create new custom reports. However, the reports can be edited by the default administrator, the technician who created them, or technicians with edit access.

Note Custom reports can only be shared to Microsoft 365 users, not delegated.

Share custom reports

Technicians with the custom report role delegated to them can share custom reports with select technicians or all technicians by specifying varying levels of access permissions. To do this:

1. Navigate to Reports > Custom Reports.
2. Hover over the custom report that you want to share and click the share icon.
3. In the pop-up that opens, search for and add the technicians with whom you want to share the custom report.
4. To share the custom report with all the technicians, check the Share With All Technicians box.
5. Now, click the Access level drop-down box and select the level of access from the three options given in the list.
   • View: This level of access allows a technician to generate and copy the custom reports.
   • Edit: This level of access allows a technician to generate, edit, and copy the custom reports.
   • Full Access: This level of access allows a technician to generate, edit, copy, share, and delete the custom report.
6. Upon completing the above steps, click Share.
7. A separate section within the pop-up box displays the details of the shared custom report.