You can customize reports using the following procedure:
On the home page of the console, click Reports > Create Report.
Select either Sessions, Administrator Activities, Credential Checkout, or Shared Key Checkouts.
Click Next. The Name and Description page is displayed.
Report Name: Specify a name for the report.
Description: (Optional) Describe the purpose of the report.
Click Next. The Permissions page is displayed. You can add Read or Update permission.
Read: To enable read access, specify a unique name for the read role for this report.
Update: To enable update rights, specify a unique name for the update role for this report.
If you use the same name for a role on multiple reports, the role grants rights to multiple reports. If you use the same name for both the read role and the update role, the role grants both read and update rights.
NOTE:To add these permissions, you should:
Define them using Users > Auditors > Custom Permissions pane with Module and Role information.
Add the user to whom these permissions apply, using the following procedure:
On the home page of the console, click Users > Users & Groups. Select the group from the left pane, click the edit icon. The Edit Group page is displayed.
In the General pane, select the details you want to modify. You cannot modify the Group Name field.
In the Members section, select to add or remove the users you want to be members of this group.
You can also create a separate user group with the above permissions.
To assign these roles to a group, see Audit Reports Permissions.
Click Next. The Filters page is displayed.
Select the Duration. The default duration that is displayed is Last 3 Months. When you click on Last 3 Months, a calendar is displayed for you to select the exact duration.
Click Apply.
Select the Criteria from the drop down list. You can also Add Criteria or Add Group, if necessary. For more information, see Filtering the Viewable Records.
Click Preview to confirm if the information is correct. Preview takes you to the Sessions, Administrator Activities, Credential Checkout, or Shared Key Checkouts respective details page.
Click Save. You can export the details using Export to CSV.
Preview the report data. You can view the Details page. You can perform the following actions:
Time Filter This is the time filter selected by default.
Save: Click this to save the changes you made to the report. A Edit View Info dialog box is displayed for you to end Name, Description, Read, and Update fields. Specifying Name is mandatory. Click Save.
Cancel: Click this to cancel changes you made to the report.
Show Filter: A fly-out is displayed when you click this displaying the filter criteria you have configured. You can add additional criteria or group if you require. The fly-out also provides a Databases tab, which displays the databases you have selected. You can modify the databases using select or deselect the check-box as necessary.
If you want to refine the data, modify the filters as required. Once you are review the displayed data, click Save
Click Apply
Click Reset to restore the previous filter setting.
Click Cancel to discard the changes.
NOTE:To view this saved report under My Reports. Click Reports from the home page of the Privileged Account Manager console. If you click on the saved report you have the Details which have options for you to save the report with additional changes. You can click + to save the report as with a different name with additional changes.
NOTE:You can create custom report using the Built-in Reports.