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Create New Search Screen for Report Task

A report search screen is based on the default Report Type Selection screen.

To create a search screen for a report

  1. 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.

    CA IdentityMinder 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.

    The new search screen is created for reports.

  5. Click Ok.