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Reports

This section covers the reporting functionality provided on the IDM tab only. Reports for GUEST and CONNECT are covered separately.

Reports in IDM provide data related to all of the Identities in the system.

Select an available report category (e.g. “Identity Import Report”).
The report has filter options which can be configured.
- A Relative or Absolute date range can be selected. Relative dates are useful in that the report can be configured (and saved) to show data for “this week”. The user can re-run the report at any time and it will always show data for “this week”.
- Import Action Status allows the user to filter the report by import status.
- Click the down arrow to enter a name and description if saving the report. Saved reports will be available on the “Saved” sub-tab (see image above for details).
- Click “Execute” to run the report. The report will automatically be exported to an Excel Spreadsheet file (Excel or an appropriate viewer is required to view the report).

Available Reports

The Complete Identity Extract Report provides a complete extract of all Identities in IDM.

This report does not have any filters

Field	Description
Employee Number	The identities employee number
ID Reference No	The identities ID Reference Number
First Name	The first name of the identity
Middle Name	The middle name of the identity
Last Name	The last name of the identity
Title	The title of the identity
Title Prefix	The title prefix of the identity
Title Suffix	The tittle suffix of the identity
Primary Email	The identities primary email address
Primary Phone	The identities primary phone number
Building Name	The home building of the identity
Company Name	The company the identity is associated with
Department	The identities department
Floor	The floor the identity is on
Location	The location of the identity
Employee Category	The identities employment category
Employee Type	The employee type of the identity (Employee or Non-Employee)
Date of Birth	The identities date of birth
Gender	The gender of the identity
Start Date	The date the identity started with the organization
Expiration Date	The date the identity is currently set to expire
Suspended	Yes or No based on if the identity is currently marked as suspended
Terminated	Yes or No based on if the identity is currently marked as terminated
Has Photo	Yes or No based on if the identity is currently has a photo associated with them
Inserted On Date (UTC)	The date and time in UTC that the records was added
Updated on Date (UTC)	The date and time in UTC that the records was last updated
User Defined Fields	All values entered for user defined fields

The Identity Import Report provides details of all Identities added into IDM via the IDM Importer during the selected date period.

Field	Description	Filter Requirements
Date Range	The user is able to select either an implicit or explicit date range	The report will only return values within that range. The default value is Today
Import Action Status	The user is able to select one or more status	If select the report will only show data for the selected status. If left blank, the report will display data for all statuses

Field	Description
Date Inserted (UTC)	The date and time in UTC that the action occurred
Action	The import action that occurred
Errors	A description for any error that occurred
Employee Number	The employee number of the identity
First Name	The first name of the identity
Middle Name	The middle name of the identity
Last Name	The last name of the identity
Employee Type	The type of employee the identity is (Employee, or Non-Employee)
Employee Category	The employee category of the identity
Primary Email	The identities primary email address
Primary Phone	The identities primary phone number
Gender	The gender of the identity
Title	The title of the identity
Title Prefix	The title prefix of the identity
Title Suffix	The tittle suffix of the identity
Building Name	The home building of the identity
Company Name	The company the identity is associated with
Department	The identities department
Floor	The floor the identity is on
Location	The location of the identity
Date of Birth	The identities date of birth
Start Date	The date the identity started with the organization
Expiration Date	The date the identity is currently set to expire

The Roles Report displays information about what roles identities currently hold within IDM application.

Field	Description	Filter Requirements
Roles	The user is able to select one or more roles	If selected the report will only show data for those specific roles. If this field is left blank, the report will show data for all roles
Identities	The user is able to select one or more Identities.	If selected the report will only show data for those specific Identities. If this field is left blank, the report will show data for all Identities

Section	Field	Description
Identity Details	Employee Number	The employee number that is associated with the identity
	ID Reference No	The ID Reference number associated with the identity
	First Name	The first name of the identity
	Last Name	The last name of the identity
	Title	The title of the identity
	Email	The email address of the identity
	Building Name	The home building of the identity
	Company Name	The company that the identity is associated with
Role Details	Role	The Role that has been assigned to the identity
	Allowed Buildings	The buildings that the role applies too
	Date Created/Uploaded	The date and time that the role was assigned in UTC
Role Action Taken By	Employee Number	The employee number of the identity that assigned the role
	First Name	The first name of the identity that assigned the role
	Last Name	The last name of the identity that assigned the role
	Email	The email address of the identity that assigned the role

The report can be saved for future use. Enter a name and description for the report, then click “Execute” to save it.
Saved reports are available to the user on the CONNECT Reports Saved sub-tab.