18.4 User Reports

Two user reports are available:

18.4.1 User Roles Report

The User Roles Report shows:

  • Selected users, groups of users, or containers of users

  • The Roles in which each user holds membership

  • The date at which membership in the role became or becomes effective

  • The expiration date of the role membership

  • Optionally, the source of the membership in the role

To create and view a User Roles Report:

  1. Open the User Application and choose Roles > User Reports.

  2. Choose User Roles Report in the Select a Report drop-down menu and click Select.

  3. In the User pane, choose either a user, group, or container for whom or which you want to view roles. See the description of selection box functions at Step 4.

  4. In the Report Details pane, choose one or more types of detail to report:

    Detail

    Meaning

    Only show directly assigned roles.

    The User Roles Report shows any roles that are directly assigned to the selected user, if any. The report does not show roles inherited from membership in a group or container.

    Include approval information for directly assigned roles.

    The User Roles Report shows who approved each directly assigned role for each user.

    Only show users with role(s) assigned.

    The User Roles Report shows selected users who have assigned roles. The report does not show users who do not have directly or indirectly assigned roles.

  5. In the Sort Order and Grouping pane, choose to sort users by first name or last name.

  6. In the Sort Order and Grouping pane, choose to sort each user’s roles by level or name.

  7. Click Run Report to create and view a report similar to the sample in Figure 18-5.

    Figure 18-5 Sample User Roles Report

  8. To save the report, choose File > Save A Copy in the Adobe Reader window. Specify a directory to save the file in and specify a filename for the report.

18.4.2 User Entitlements Report

The User Entitlements Report shows:

  • All entitlements by their distinguished names

  • Users that hold each entitlement

  • The date at which the user’s entitlement becomes effective

  • The date at which the user’s entitlement expires

  • The role the user holds that grants the entitlement

To create and view a User Entitlements Report:

  1. Open the User Application and choose Roles > User Reports.

  2. Choose User Entitlements Report in the Select a Report drop-down menu and click Select.

  3. In the User Selection pane, select the kind of user: an individual user, group, or container. Descriptions of the selection icons are at Step 4.

  4. In the Sort Order and Grouping pane, choose one of the following:

    • List entitlement details for each user

    • List user details for each entitlement

  5. Choose Run Report to see a PDF report similar to one of the samples in Figure 18-6 and Figure 18-7.

    Figure 18-6 Sample User Entitlements Report: Entitlement Details for Each User

    Figure 18-7 Sample User Entitlements Report: User Details for Each Entitlement

  6. To save the report, choose File > Save A Copy in the Adobe Reader window. Specify a directory to save the file in and specify a filename for the report.