6.1 Using the Import Page to Import Report Definitions

The Import page lets you import report definitions into the Identity Reporting Module. After the reports have been imported, these definitions are available for use throughout the Reporting Module. You can add scheduled runs for the imported definitions and make changes to the settings associated with the report definitions, such as the criteria, default notifications, and configuration. You can also add scheduled runs for the imported report definitions, or use the imported report to create a new report definition.

If you make changes to the Template report, you need to restart the server after importing the new definition. If you don’t restart the server, your changes are not visible in the Reporting Module.

The Import Report Definitions page allows you to import a single report definition (in an RPZ file) or an archive that contains multiple report definitions (in an SPZ file). You can include multiple RPZ and SPZ files in a single import procedure.

To import a report definition:

  1. Click Import in the left navigation menu.

  2. Select the files you want to include in the import procedure:

    1. For each file you want to include, click Browse to the right of Add.

    2. Navigate to the file and select it.

    3. Click Open.

      The page shows the file you added in the Report Definitions To Import section of the page.

    4. Repeat Step 2.a through Step 2.c to include additional files.

  3. When you have finished adding the files, review the list of files shown in the Report Definitions To Import section of the page.

    To remove a file from the import procedure, click the delete icon to the left of the filename.

  4. Specify whether you want to overwrite the contents of any existing report definitions with the same names as those being imported by selecting or clearing the Overwrite existing reports.

    When you select this option, the import operation overwrites the contents of existing report definitions that have the same names as those imported. However, some of the fields associated with an existing report definition are retained:

    • The e-mail addresses to send the report to

    • Comments added to the report definition

    • Default report format (CSV or PDF)

    • Categories defined for the report definition

    The imported values overwrite all other settings associated with the report definition.

  5. Click Import to begin the import procedure.

  6. If you want to cancel the import procedure, click the Cancel the import icon to the right of the progress bar.

    If you cancel the import procedure, none of the report definitions you selected are imported.

After importing one or more report definitions, you can see the reports and make changes to them on the Repository page.