1.12 Using the Completed and Running Reports Page

1.12.1 Viewing the List of Completed and Running Reports

To view a list of completed and running reports, click Reports in the left navigation menu.

The Completed And Running Reports page shows all reports that have completed processing, as well as reports that are still in progress or have failed during execution. The list of reports includes reports that were scheduled, as well as reports that were initiated with the Run Now button. For each report listed, the page shows the report name, data source on which you ran the report, description, run date, and status icon.

If a report is run multiple times very quickly (each run is within a fraction of a second of the other runs), the time format shows one or more periods after AM or PM. For example, you might see PM. or PM.. after the time the report was run.

1.12.2 Viewing a Completed Report

To view a completed report, click the View link below the report you want to display.

When you view a report, the generated report appears in a new window. The report is shown in PDF or CSV format, depending on how the report was defined.

IMPORTANT:You must not try to copy and send links to files within Identity Reporting, because this action might potentially expose your login information.

The View link is not available for reports that are still in progress or have failed.

1.12.3 Viewing the Details for a Report

  1. Click the Details link below the report for which you want to see the details.

    The details are displayed in a pop-up window.

    If the report definition includes one or more parameters, a Criteria section is added to the page that shows the parameters.

    The fields shown in the pop-up window are not editable, because the report has already been submitted to be run.

    The Run By user is the logged-in user who creates a schedule or clicks Run Now. If the user cblack creates a schedule, and then mmackenzie logs in and modifies the schedule, the Run By user is still the original creator, cblack. If mmackenzie moves the item by clicking Move This, thereby creating a new schedule, mmackenzie is the creator for the report generated by that one-off schedule.

  2. If the report has completed processing, you can display the generated report from this window by clicking the View link next to the status icon at the top of the window.

    This link is not available if the report is still in progress or has failed.

  3. To return to the report list, click Close.

    This window is non-modal, so you can continue to work outside the window while it is still open.

1.12.4 Deleting a Report

To delete several reports at once:

  1. Select the check box to the left of each report definition you want to run or delete.

  2. Select the operation (Delete) in the Bulk Actions drop-down list.

  3. Click Apply.

Bulk actions apply to the current page only. If you select several items on one page, then navigate to the next page to select some additional items, a subsequent attempt to perform a bulk delete only applies to the second set of items you selected. The previous selections are retained and still appear checked if you navigate back to the first page. However, the bulk action is not performed on these items.

1.12.5 Searching for a Report

To search for a report definition:

  1. Type a search string in the Search text field.

    The search facility allows you to pass in search strings for any of the following items:

    Filter Value

    Description

    Name

    Performs a contains search. The search is case insensitive, and it uses the locale of the user.

    Description

    Performs a contains search. The search is case insensitive, and it uses the locale of the user.

    Tags

    Performs an exact string search. The search is case insensitive. You need to pass in a single tag only.

    Run By

    Performs a search on the first name and last name of the creator of the schedule. The creator is the logged-in user who creates a schedule or clicks Run Now. If the user cblack creates a schedule, and then mmackenzie logs in and modifies the schedule, the Run By user is still the original creator, cblack. If mmackenzie moves the item by clicking Move This, thereby creating a new schedule, mmackenzie is the creator for the report generated by that one-off schedule.

    You can enter one or more words in the Search field, with or without quotes:

    • If you enter multiple words without quotes, the search results include reports that contain all of the words anywhere in the Name or Description, or that have all of the words as tags (that match exactly).

      For example, suppose you enter the following:

      chris black

      In this case, the following report definitions are in the results:

      • Reports with a Name containing the words chris and black anywhere in the string

      • Reports with a Description containing the words chris and black anywhere in the string

      • Reports with Tags having chris and black as exact tags

      • Reports with Run By having a first name or last name of chris and last name or first name of black.

    • If you enter multiple words surrounded by double quotes, the search results include reports that include the entire phrase anywhere in the Name or Description, or that have a tag that matches the entire phrase.

      For example, suppose you enter the following:

      "margo mackenzie"

      In this case, the following report definitions are in the results:

      • Reports with Name containing the phrase margo mackenzie.

      • Reports with Description containing the phrase margo mackenzie.

      • Reports with a Tag that exactly matches margo mackenzie.

      • Reports with Run By having margo mackenzie as the first name and last name or last name and first name.

  2. Click Search.

You can clear the current search criteria and refresh the display by clicking Reports on the left navigation menu, or by emptying the Search field and clicking the Search button again.

1.12.6 Sorting the List of Reports

To sort the list of reports on the Completed and Running Reports page, click the header for the column you want to sort on.

The pyramid-shaped sort indicator shows you which column is the new primary sort column. When the sort is ascending, the sort indicator is shown in its normal, upright position. When the sort is descending, the sort indicator is upside down.