RapidIdentity Product Guides - 2019 Rolling Release

My Reports

My Reports displays reports that the authenticated user owns.

Users can choose to either of two display options to view reports: List or Grid.

The list view displays a table to allow users to run the report and view its details.

Details opens an interface to view the specific query. The report can be run from either the list view or from the Details interface.

Users can choose to export or print the results.

Selecting a report in List view enables additional actions in the bottom navigation of the page.

The bottom navigation allows users to Import, Export, Clone, or Delete a selected report, and displays the number of selected reports. Users can open the listbox and choose to Select All or Select None of the available reports.

The grid view displays a report icon for each report, and each report contains its name with a description of the report if the report was configured with a description.

Selecting a report displays the Run and Details action buttons.

Report Accessibility

The Run and Details buttons can be viewed by placing the cursor over the desired report or navigating throughout the page using the Shift or Shift-Tab keys to move the focus to the desired report.

Pressing the space bar selects a report to display the Run and Details action buttons.

Create a Report

Follow these nine steps to create and run a new report.

  1. Click the Create New + button or the Create New Report box.

  2. Enter a Name and a Description, and then complete the Report Criteria. The Report Criteria is dynamic, similar to the dynamic search functionality, and predictive to ensure logical operators follow criteria. As text is entered or the focus is brought to the text box, users can scroll through the pop-up window to locate the desired values. Users can paste saved queries also.

  3. Click the pencil icon to modify the report columns. The Available and Selected Columns can be switched by clicking the arrows or using drag and drop.

  4. Once the desired Available Columns are moved to the Selected Columns, click Set Columns.

  5. Determine whether the report should be private or shared. The left position indicates private.

  6. Click Save and then click Run Report.  Initially, the Save button is disabled, however, once all required fields have appropriate values – Name, Description, Report Criteria, and Set Columns – the Save button then enables.  Similarly, the report cannot be run until all required values are defined.

  7. Since this example includes a prompt value, it is necessary to enter text and select a value. After selecting a value, the Run button becomes enabled.

  8. Click Run to view the report results.

  9. If desired, click Export to download a CSV file of the report result or Print to obtain a hard copy.

Import a Report

An exported report can be imported into RapidIdentity by clicking the Import button and then selecting the desired report file.

It is important that the saved report file be structured in JSON format.