How-to guides · LessonReviewed by Imran Q, SailPoint Trainer, 7 yrs · Updated · Published · IdentityIQ 8.4 · all levels
SailPoint Build a custom report
Step-by-step: create a custom report in SailPoint IdentityIQ from a data source, columns and parameters.
Quick answer
Step-by-step: create a custom report in SailPoint IdentityIQ from a data source, columns and parameters.
Key takeaways
- Start from a base data source
- Pick focused columns and sort order
- Add parameters and filters for scoping
- Run, schedule and export to CSV/PDF
1. Start a report
Create a new report, choosing a base data source such as identities, entitlements, roles or certifications.
2. Choose columns
Select the columns to display and the sort order, keeping the report focused on the question it answers.
3. Add parameters and filters
Add parameters so users can scope the report, and filters to limit rows to the relevant population.
4. Run, schedule, export
Run to validate, then schedule and export to CSV or PDF for auditors and stakeholders.
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