Administration Guide › Reporting › Running a Report › How to Request and View a Snapshot Report › Request and View a Report

Request and View a Report

To view a report, select one of the assigned default reports. Your request for report is sent to the hosting administrator for approval or the report is generated immediately. If your report request requires an approval, the system sends you an email alert. Upon approval, the system generates the latest snapshot to view the report.

Note: Although an Identity Policy appears in the snapshot definition screens, this policy is not used when the reports are generated. Identity Policies are not a feature of CA CloudMinder.

Follow these steps:

1. Log in to the User Console with reporting privileges.
2. Select Reports, Reporting Tasks, and Request & View a Report.

   A list of reports appears.

3. Select the report name that you want to request.

   A parameter screen appears.

   Note: If you are requesting for a Non-Standard Accounts Trend Report, contact the CSP administrator to capture a snapshot.

4. Select the Snapshot Time or Report ID

   Snapshot Time or Report ID

   Specifies the latest snapshot instance that is used to generate the report. If you want to view a report of existing snapshot data, the snapshot time and date of an earlier snapshot data is created. For example, if the hosting administrator sets the snapshot capture time for every hour, your second request after the given time interval creates a snapshot date and time to view the old snapshot data.

5. Select the other report parameters.

   Note: Select the wild-card (*) to include all the parameters in the list.

6. Click Generate Report.

   The system waits for the process to begin and confirms the status of the report. If the report generation takes long time, a message appears with the instructions on how to view the requested report later. If the reports are configured with an e-mail notification, the system sends an e-mail to the administrator for the approval. Upon approval, you receive an e-mail with a message of task completion.

7. Click Submit.

   The report request is submitted.

Note: If you plan to generate and view the reports periodically, use Schedule Reports.