Identity Management Service › Identity Management Administration Guide › Reporting › How to Create and Run a Custom Snapshot Report › Create the Report Task

Create the Report Task

Report tasks are used to create, manage, view, and delete the templates for the reports that are generated in the User Console.

Follow these steps:

1. In the User Console, go to Roles and Tasks, Admin Tasks, Create Admin Task.
2. Select Create a new admin task and click OK.
3. In the Profile tab, complete the following fields:

   Name

   Defines the name of the report. Each report task name must be unique.

   Tag

   Defines a unique identifier for the task. It is used in a URL, a web service, or properties files. It must consist of letters, numbers, and/or underscores, beginning with a letter or underscore.

   Category

   Specifies the category to which the current task belongs.

   Note: Select the Reports category.

   Category 2

   Specifies the sub-category to which the current task belongs. Enter any string in this field.

   Primary Object

   Specifies the object on which the task operates.

   Note: Select Report Instance as the primary object.

   Action

   Specifies the action that is performed on the primary object.

   Note: Select Create as the action.

4. To create a new search screen for the report task, perform the following steps:
   1. In the Search tab, click Browse to locate the search screens.

      The list of available search screens is displayed.

   2. Click New.

      The Create Screen pane appears.

   3. Select Report Template Selection Screen from the list, and click OK.

      Identity Management connects to the Report Server and displays all the reports.

   4. Complete the following fields:

      Name

      Defines the name of the report. Each report task name should be unique.

      Tag

      Acts as a unique identifier within a task. It can contain ASCII characters (a-z, A-Z), numbers (0-9), or underscore characters, beginning with a letter or underscore.

      Title

      Defines the title of the new search screen. The title must be unique.

      Report Template

      Identifies the report to associate with the search screen.

      Note: Choose one of the reports you added to the Report Server.

      Connection Object for the Report

      Defines the connection details of the data source to be used for the report.

5. Click Ok.

   The new search screen is now created for reports.

6. In creating a Tabs tab for the report task, perform the following steps:
   1. Click Tabs.

      The tabs that are visible to the user are displayed.

   2. Select the Standard Tab Controller.
   3. If your report uses a snapshot definition, perform the following steps:
      1. From Which tabs should appear in this task?, select Associate Snapshot Definitions.

         The Associate Snapshot Definitions tab is added to the list of tabs.

      2. Click to edit the Associate Snapshot Definitions tab.
      3. Click Add to associate the report task with a snapshot definition.

         A list of available snapshot definitions appear.

      4. Select a Snapshot Definition and click OK.

         The report task is associated with a snapshot definition.

   4. Click Submit.

      The report task is created.

   5. Assign the new report task to an Admin role.

      The Identity Management Admin role users can use the new report task.

The report task is now ready to be used by the Admin.

Note: A report (RPT file) can only be associated with one report task.