My Reports Tab

The My Reports tab lists any customized reports that you have created and saved based on a report template. When customized report instances are saved, they appear in the list for the user. The first time a user access the Reports page, the My Reports will be empty; once you have created and saved customized reports they will be listed here.

You can use the Search by Report Name field to find the report you want to run. The Filter searches by setting in the gear menu > Global Settings > IdentityIQ Configuration > Miscellaneous tab, in the Reporting section, determines whether the search will find only reports that start with the string you entered, or reports that contain the string anywhere in the name.

From this page, any report instance can be opened, edited to change details and filtering criteria, and saved with updates (with or without running the report). Instances can also be used to create new report instances and can be run, scheduled, or deleted through their right-click menu options. The right-click menu options are:

• Save as New Report — Creates a new report instance based on an existing instance. Changes made are saved as a new report instance, leaving the existing one intact. This is helpful when a report offers a large number of configuration parameters and a new instance is being created that changes only a few of the options (filters, sorts, etc.).
• Edit — Edits the existing report instance. This is the same as clicking the report instance in the list
• Schedule — Schedules the report instance for future (or repeated) execution.
• Execute — Runs the report instance immediately.
• Delete — Deletes the instance’s configuration from IdentityIQ.