Creating custom report templates

Use the IBM Security Identity Manager report designer to create custom report templates.

To create a custom report template, complete these steps:

1. From the left navigation pane, select Reports > Design Report to open the Custom Report Template page.
2. Click Create to open the General page.
3. In the Report name field, type a unique name for the report.
4. Optional: To specify the generation date and time of the report, select the Include generated date and time check box.
5. Optional: To specify the user name who generated the report, select the Include generated by user information check box.
6. Optional: To include page numbers in the report, select the Show paging information (Page n of m) check box.
7. Optional: Select a style sheet from the list. The default style sheet is Standard.
8. Optional: Retain the default value of the report category in the Report Category list. The default value is Custom.
9. Click Contents and then click Add to open the Report Column Details page.
   Important: You must add at least one column to create the report.
10. Complete the following steps on this page:
    1. From the Apply Case list, select an appropriate option.
    2. From the Entity list, select an appropriate option. For example, select Role Assignment Attributes.
    3. From the Attribute list, select one of the options for adding it as a column in the report. For example, select Attribute Name.
       Note: Attribute list options are mapped with the entity that you selected earlier.
    4. In the Column width field, type the size of the column. The default value is 5.
    5. In the Sort section, complete these steps:
       • Select one of these options: None, Ascending, or Descending.
       • From the Sort order list, select an appropriate option. For example, 2.
    6. Click OK to add the column in the report.
11. Click the Filter tab, and then add or remove rows and columns for the report according to your requirements. For example, you can add a row in the report for a list of roles that have assignment attributes. To do so, complete these steps under the Add a New Filter Row area:
    1. From the Entity list, select Organizational Role.
    2. From the Attribute list, select DN.
    3. From the Operator list, select Equals.
    4. From the Entity list, select Role Assignment Attributes.
    5. From the Attribute list, select Role Distinguished Name.
    6. From the Condition list, select one of these options:
       • None: Indicates that no more filter condition can be added to the report.
       • AND: Generates results only if all the specified filter conditions meet.
       • OR: Generates results if either of the specified filter conditions meet.
12. Optional: Click Preview to open a new browser window that contains a preview of the report.
13. Click OK to create the custom report.