Create, view, and share a custom report

This article describes how to create, view, and share a custom report in Permissions Management.

Create a custom report

1. In the Permissions Management home page, select the Reports tab, and then select the Custom Reports subtab.

2. Select New Custom Report.

3. In the Report Name box, enter a name for your report.

4. From the Report Based on list:

   1. To view which authorization systems the report applies to, hover over each report name.
   2. To view a description of a report, select the report.

5. Select a report you want to use as the base for your custom report, and then select Next.

6. In the MyReport box, select the Authorization System you want: Amazon Web Services (AWS), Microsoft Azure (Azure), or Google Cloud Platform (GCP).

7. To add specific accounts, select the List subtab, and then select All or the account names.

8. To add specific folders, select the Folders subtab, and then select All or the folder names.

9. Select the Report Format subtab, and then select the format for your report: comma-separated values (CSV) file, portable document format (PDF), or Microsoft Excel Open XML Spreadsheet (XLSX) file.

10. Select the Schedule tab, and then select the frequency for your report, from None up to Monthly.

    • For Hourly and Daily options, set the start date by choosing from the Calendar dropdown, and can input a specific time of the day they want to receive the report.

    In addition to date and time, the Weekly and Biweekly provide options for you to select on which day(s)of the week the report should repeat.

11. Select Save.

    The following message displays across the top of the screen in green if the download is successful: Report has been created. The report name appears in the Reports table.

View a custom report

1. In the Permissions Management home page, select the Reports tab, and then select the Custom Reports subtab.

   The Custom Reports tab displays the following information in the Reports table:

   • Report Name: The name of the report.
   • Category: The type of report: Permission.
   • Authorization System: The authorization system in which you can view the report: AWS, Azure, and GCP.
   • Format: The format of the report, CSV, PDF, or XLSX format.

2. To view a report, from the Report Name column, select the report you want.

3. To download a report, select the down arrow to the right of the report name, or from the ellipses (...) menu, select Download.

4. To refresh the list of reports, select Reload.

Share a custom report

1. In the Permissions Management home page, select the Reports tab, and then select the Custom Reports subtab.

2. In the Reports table, select a report and then select the ellipses (...) icon.

3. In the Report Settings box, select Share with.

4. In the Search Email to add box, enter the name of other Permissions Management user(s).

   You can only share reports with other Permissions Management users.

5. Select Save.

Search for a custom report

1. In the Permissions Management home page, select the Reports tab, and then select the Custom Reports subtab.

2. On the Custom Reports tab, select Search.

3. In the Search box, enter the name of the report you want.

   The Custom Reports tab displays a list of reports that match your search criteria.

4. Select the report you want.

5. To download a report, select the down arrow to the right of the report name, or from the ellipses (...) menu, select Download.

6. To refresh the list of reports, select Reload.

Modify a saved or scheduled custom report

1. In the Permissions Management home page, select the Reports tab, and then select the Custom Reports subtab.

2. Hover over the report name on the Custom Reports tab.

   • To rename the report, select Edit (the pencil icon), and enter a new name.

   • To change the settings for your report, select Settings (the gear icon). Make your changes, and then select Save.

   • To download a copy of the report, select the Down arrow icon.

3. To perform other actions to the report, select the ellipses (...) icon:

   • Download: Downloads a copy of the report.

   • Report Settings: Displays the settings for the report, including scheduling, sharing the report, and so on.

   • Duplicate: Creates a duplicate of the report called "Copy of XXX". Any reports not created by the current user are listed as Duplicate.

     When you select Duplicate, a box appears asking if you're sure you want to create a duplicate. Select Confirm.

     When the report is successfully duplicated, the following message displays: Report generated successfully.

   • API Settings: Download the report using your Application Programming Interface (API) settings.

     When this option is selected, the API Settings window opens and displays the Report ID and Secret Key. Select Generate New Key.

   • Delete: Select this option to delete the report.

     After selecting Delete, a pop-up box appears asking if the user is sure they want to delete the report. Select Confirm.

     Report is deleted successfully appears across the top of the screen in green if successfully deleted.

   • Unsubscribe: Unsubscribe the user from receiving scheduled reports and notifications.

     This option is only available after a report has been scheduled.

Next steps

• For information on how to view system reports in the Reports dashboard, see View system reports in the Reports dashboard.
• For a detailed overview of available system reports, see View a list and description of system reports.
• For information about how to generate and view a system report, see Generate and view a system report.
• For information about how to create and view the Permissions analytics report, see Generate and download the Permissions analytics report.