Report Center

Report Center is a central location for PAM reports, both built-in and user saved. The built-in reports generally help to locate objects, find user activity, understand permissions and view audit events throughout the system. The user saved reports are versions of the built-in reports that have been customized through the use of unique filters and columns to better locate specific information in PAM.

 

Conveniently located in the Records section of the application menu for global reports and on the Container level for Owners, the Report Center houses available reports grouped by their base type. When a user creates a Saved Report, it will be accessible from their Report Center in a private view, meaning only visible and managed by the user who created the report. To share their private report, the report owner may choose to Publish the report which will make it visible to others in their Report Center.

 

Please note that System Administrators have a unique role in the Report Center to oversee and manage all published saved reports. System Administrator users will have the options to view, rename, unpublish and delete any saved and published reports in the Report Center. Unpublished saved reports are only available to the report Owner.

 

Reports is the first default tab, displays the current saved reports visible in the Report Center.

Custom Queries the second tab, when selected, displays the contents and controls available from the existing Reports > Custom Queries page.

 

Options

The following options are available in the Report Center:

  • Filter is available to quickly search for a report(s) using specific terms.

  • Bulk Actions is available to perform an action on multiple, selected saved reports.

  • Select/Unselect All is available to select all or unselect all saved reports. This option does not select built-in reports.

  • Delete is available to delete, single or bulk, saved reports that are selected. Use with caution as deleted reports cannot be restored. This option is not available for built-in reports.

Provided Information

The following information is provided as columns in the Report Center:

Only saved reports have Actions. Built-in reports may only be Viewed.

  • Report Type: Represents the first column header label where all reports, built-in and saved, are grouped by the type of base report from which the report was saved.

  • Name/Description: Displays the Name and (optional) Description of the report. A saved report’s selection box is located to the left of this column.

  • Owner: Displays the name of the user who created the saved and published report. Built-in and unpublished reports will not display an Owner value.

  • Is Public: Displays a checkmark for saved reports that have been published or made visible to other permissioned users in their Report Center. Non-public or unpublished saved reports are only visible to the report’s Owner.

  • Actions Menu: Provides the following options to the saved report’s Owner or System Administrators (for published reports):

    • View: Opens the selected report.

    • Update Name/Description: Provides a prompt to modify the saved report’s Name and Description.

    • Publish and Unpublish: Publish makes a private report available for others to view. Unpublish makes a public report private so that only the report Owner may access.

    • Delete: Deletes the selected saved report (single and bulk delete options are available). Use with caution as a deleted report cannot be restored.