Introduction

The purpose of the "Roles" report template is to allow the administrator to create reports showing the roles assigned to the users.

The report can be found by navigating to "Administration | Reports", then scrolling down to the report "Roles";

Creating a report using the "Roles" template

To create a report that list all user roles assignments you will need to use the context menu option "Create" for the report template "Roles" (highlighted template above).

Using the "Condition Builder" tool to filter reported records

If no conditions are specified, then the report will list user assignments for all roles, but additional conditions can be added that filter which records are included in the report.

Condition filters are added using the "Condition Builder" tool that is used to construct the Query Statement and is employed using the icon.

Filters may be applied based on any of the following fields;

Report Scheduling

Whilst the report can be run manually from the management console, it is possible you might want to schedule the report to run a specific times automatically.

This can be achieved by use the report scheduling option;

Configuring Report Output 

The default layout and contents of the report can be customised using the button.

The purpose of the configuration feature is to specify which of the available field are to be listed in the report columns.

In the following table the items listed as included are listed in the report columns, whilst the optional items are not included in the report;

IncludedOptional
DomainUnit
Login NameEmail
First NameMobile
Last NameTelephone
RoleTwitter
Role DescriptionStatus

Tokens

Description

Fail Count

Last change Password

Last Login

Running and Exporting the Report

The newly created report will now be listed in the "Reports" tab (listed under the name that you gave your report, and should be at the end of the list).

Example Report

In the following example report we will create a report that will list all users that have been assigned the role "Token Helpdesk".




We start by naming our report and providing a suitable description, then we click on the icon in order to build our query statement;.

A new window now opens titled "Condition Builder";

For this report we want to search for role details for the role "Token Helpdesk" so we add the following filter;

We don't need any additional conditions so we click to build the condition, and the Query Statement parameter is updated;










After the report has been saved and run, we will find all users that have been assigned the "Helpdesk" role.