PingOne Advanced Identity Cloud

Advanced Reporting

Advanced Reporting lets you create custom reports on activity in your Advanced Identity Cloud tenant environment. You can query a number of metrics to create useful reports for your company.

Advanced Identity Cloud add-on capability

Contact your Ping Identity representative if you want to add Advanced Reporting to your PingOne Advanced Identity Cloud subscription. Learn more in Add-on capabilities.
Important tips for Advanced Reporting

  • The Advanced Reporting feature has the following features:

    • Supports detailed entity relationships to enable a variety of join operations.

    • Allows user-specified query parameters to be included dynamically at runtime.

    • Provides a wide range of operators to meet different query requirements.

    • Supports aggregate operations on the resulting dataset.

    • Restricts data access by assigning reports to specific users or a designated report_viewer group.

    • Supports report duplication to extend or modify existing queries.

  • Advanced Reporting custom reports can only be assigned to end users.

  • Users must be assigned to the report_viewer group to run and access custom reports.

  • Advanced Reporting continuously streams data from Advanced Identity Cloud, resulting in near-real time report results (approximately a minute behind real time).

Assign report_viewer group

Advanced Identity Cloud provides a group to which users can be assigned to access custom reports.

Group Capability

report_viewer

A user with this group can do the following:

  • View and run all custom reports.

  • View and run all published custom reports allowed for the report_viewer group.

Add a user to the report_viewer group

  1. In the Advanced Identity Cloud admin UI, go to Identities > Manage.

  2. On the Manage Identities page, click Alpha-name - Groups.

  3. Click New Alpha realm - Group.

  4. On the New Alpha realm - group modal, enter the following:

    • Name: Enter report_viewer.

    • Description: Enter a general description for the group.

    • Click Next.

  5. On the Dynamic Alpha realm - group Assignment modal, click A filter for conditionally assigned members if you want to add a filter.

    1. Select Any or All conditions that must be met to assign to a user.

    2. Select a property, such as username, first name or others for your condition.

    3. Select an operator, such as contains, does not contain, or others for your condition.

    4. Enter a property value.

    5. Click plus:icon[] to add the condition to your filter.

  6. Click Save.

Create custom reports using Advanced Reporting

  1. In the Advanced Identity Cloud admin UI, click New Report.

  2. On the New Report modal, enter the following properties, and then click Next:

    Field Description

    Name

    Name of the report. Follow the naming conventions established by your company.

    Description

    Optional. Enter a description describing the report.

    Who Can Run

    Click to set who can run this report.

    Groups:

    • Report Viewer

    Users:

    • Select the users who can run this report. To select a user, you must have assigned the report_viewer group permissions to the user from the Manage Identity page.

  3. Next, add a data source or select an existing data source:

    1. Click Data Source.

    2. On the Add a Data Source modal, select a data source to use in this report, and then click Next:

      Click to review the data sources:

      • am_access_outcome

      • idm_config

      • idm_sync

      • roles

      • idm_recon

      • users

      • orgs

      • node_events

      • applications

      • idm_activities

      • governance_data[1]

      • journey_events

      • governance_decision_events[1]

      • campaign_details[1]

      • campaign_decision_details[1]

  4. Next, select the columns in the report in the right pane for your report result. Each data source can have different attributes. When you click an attribute, the column appears on the main window.

  5. Click the plus icon () to define parameters that the end user provides or extracted from the end user profile while running the report:

    1. On the Add a Parameter modal, enter the following fields:

      Field Description

      Name

      Name of the parameter or profile attribute. Also, the name appears on the filter attribute list.

      Parameter Type

      User provided parameter or a profile attribute.

      Input Label

      Label for parameter that appears when you do a reporting run.

      Input Type

      Options are:

      • String

      • Boolean

      • Integer

      • Float

      • Date

      Help Text

      Optional. Enter any help text for the parameter.

      Multivalued

      Click Multivalued to allow the end user to provide multiple values while running the report.

      Enumerated Values

      Click Enumerated Values if the property is an enumerated value. This property creates a drop-down list for the end user to select a value when running the report.

    2. Click Save.

  6. Next, click Filters to specify data source attributes for report filtering:

    Click to review the filtering options:
    Field Description

    Any|All

    Select Any or All conditions that must be met for the filters.

    Value

    List of attributes in the selected data source.

    Connectors

    Options are:

    • contains

    • does not contain

    • greater than or equal to

    • equals to

    • not equals to

    • less than or equal to

    • less than

    • greater than

    • starts with

    • ends with

    • not starts with

    • not ends with

    • is null

    • is not null

    Literal|Variable

    Value. End user provided variable. Select a value from the data source attributes or a property value passed by the end user during the report run.

    1. Click Save. A Filter active message with a checkmark appears.

  7. Click Aggregate to define aggregated data counts:

    1. On the Add an Aggregate modal, enter the following:

      Field Description

      Name

      Enter a descriptive label for the aggregate.

      Type

      Options are:

      • Count of specific rows

      • Sum of specific rows

      • Distinct count of specific rows

      Value

      Enter a value for the aggregate.

    2. Click Save.

  8. Click Sorting to sort the data tables in the report:

    1. On the Sort Data By modal, enter or select the following properties:

      Field Description

      Sort by

      Provided a list of attributes from the selected data source.

      Sort order

      Select the sort order for your data. Options are:

      • Ascending

      • Descending

    2. Click Save.

  9. Click Save at the top of the report. Your report draft appears on the Reports page and is only visible to the report template creator.

    reports custom

    • 1 Click New Report to create a custom report.

    • 2 Search for a report.

    • 3 Click Run to generate a reporting run.

    • 4 Click ellipsis () to publish the draft, view the reporting run history, edit, duplicate, or delete the draft.

1. PingOne® Identity Governance is an add-on capability to Advanced Identity Cloud. Contact your Ping Identity representative if you want to add PingOne® Identity Governance to your Advanced Identity Cloud subscription.
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