Designing & customizing reports

Sectona PAM platform provides features to design new reports from existing datasets or even customize an existing report available.

Reports are designed to mention details, define data points, modify parameters and visualize the data put on that report. You can select filters directly against reporting data, leveraging the capabilities of visualization, and can create tables, charts and graphs to manipulate the output for an effective presentation.

This chapter will contain the following sections for designing and customizing reports:

Steps to reach Report designer

Navigate to the Analytics section in the navigation bar.
Select Custom Reports.
Now click on Report Designer.

Customizing a report

Now to define a new report you need to follow certain steps:

As you click on the Report Designer, two options will be available for you. Either you can use an existing custom report or create a new one.
Now click on the New Report option and a Details page will appear in front of you. Provide a report name and description (if required). Choose the report type and report category from the drop-down list available and click on Next.
Choose a base data that you want to insert in your report and accordingly the columns and display name will appear in front of you. You need to specify the order in the last column and select the checkbox which you want in your report in the first place and then click on Next.
The next page will appear which will contain the parameters that need to be matched before the report is generated. For instance, the column name should be matched with the operator and the condition specified similar to how the first name should be equal to John Smith. You can add more than one parameter at a time. Click on Next.
Now the next page contains how the report design will appear in front of you. Provide a suitable title for the chart and select the type of chart in which you want to see your data plotted. Choose the X-axis and the Y-axis from the drop-down list and provide the title for them respectively.

The X-axis and Y-axis from the drop-down list should not be the same.

Suppose you wish to create a customized report for session activities that have occurred in the last two days. You will need to follow the steps below,

Click on Analytics on the navigation bar.
Navigate to Custom reports on the left navigation bar. Select Reporter Designer and in the Start field, click on New report.
In the Details field, enter the report name and report description. Select Report type as Sessions and Report category as User. Click on Next
In the Define Data Points field, select base data as Session Activities and select the required data points by clicking on the respective checkbox.
In the Modify Parameters fields, in the column select Login Time. In the Operator field, select In Last and in the Condition field, type 2 which signifies the number of days.
In the Visualizations fields, enter the chart title and select the chart type as Morris Bar Chart. In the X-axis select IP Address and in the Y-axis select Session ID. Click on Finish.

The available data sets for report customization are

Action	Purpose
Users	It describes the general details of the users.
User Groups	The details of various users belonging to the user group.
Accounts	The account details are generated here.
Assets	It gives the general details about the assets.
Account Groups	Details of account groups are described here.
Account Groups Policy	The details of the policy applied to the account groups are displayed here.
User Group Mapping	It describes the details of mapping a user to the user group.
Account Activity	The description of the activities performed by the account is generated here.
User Login Failed Attempts	The details of the users who have failed login attempts are described here.
Workflow Requests	The workflow requests made by the user are detailed here.

Editing existing custom report

As you reach the report design option you have two options available, either to create a new report or use an existing one. Click on the Existing Custom Report button.
You can edit the existing report by just clicking on the report name of your preference. Mention the changes in the required fields.
Click on the Finish button.

Deleting a record

To delete an existing report:

Navigate to the Analytics section in the navigation bar.
Click on the Report Designer button and a list of reports will be available.
You can delete them if they are no longer in use by selecting the Delete icon on the extreme right side of the report.