Reports

The Unifyia platform features a comprehensive report generation module, empowering administrators and decision-makers to access various compliance reports. Reports can be customized to align with the organization’s specific requirements. The following pre-configured reports can be generated with the help of the below templates:

  • Authentication Report
  • User Status Report
  • User Enrollment Details Report
  • User Issuance Details Report
  • Issued Devices Report
  • Issued Credentials Report
  • Clients and Apps Report

Customizable fields

For each of the above templates, you have the flexibility to customize the following aspects:

  • Time period: Specify the duration as a day, 1 week, 1 month, 1 quarter, or 1 year, for which the data must be generated.
  • Frequency: For the time period set, choose how often the report should be generated. You have two options - one-time or recurring.
  • Fields: Select the specific data fields that should be included in the report.
  • Filters: Select the specified data fields based on which you can filter the generated reports data.
  • Field order: Arrange the selected fields in the desired order for display.

Once a report is generated, you have the following options:

  • View: Access the report to review its contents.
  • Edit: Modify the settings or parameters of the report template.
  • Delete: Remove the report template if it is no longer needed.

Download: Download the report in either PDF or CSV format for further analysis or distribution.

Create Reports

  1. Log in to the Unifyia platform. The Dashboard page appears.
  2. Navigate to Monitoring > Reports.
  3. Select Create Report to start creating a custom report.
  4. Provide the following details:
  5. Name: Provide a name for this report.
  6. Description: Enter a brief description for the report.
  7. You can specify the duration to generate the report. The possible values are
    1. A Day
    2. 1 Week
    3. 1 Month
    4. 1 Quarter
    5. 1 Year
  8. You can select whether this report needs to be generated as a one-time occurrence or must recur based on the chosen time period in the previous parameter.
  9. Choose a template from the drop-down list. The possible data fields associated with the selected template are displayed. Certain default values that are mandatory are automatically selected and cannot be deselected. You can select all other data fields as per your requirements.
  10. You have the option to filter the generated report using selected data filters from the available data fields. The selected data filter must be part of the report data fields.
    1. For instance, if you've chosen the data field Credential Type for the authentication template, then this data field will be listed under the Chosen Filters dropdown and can be selected as a filter. If it's not selected, the data field will not be available for selection in the Chosen Filters dropdown list. By default, certain data fields are mandatory filters and cannot be edited.
  11. The selected data fields for each template are displayed under the section Customize Field Order. You can arrange the displayed fields according to your preferred sequence. This will set the sequence of the fields in the report. You can drag and drop the fields to set a preferred order of display.
  12. Select Generate to generate a customized report.

Manage Reports

  1. Log in to the platform.
  2. Navigate to Monitoring > Reports.
  3. The list of all the generated reports is displayed.
  4. View Report: To view a report, select the View icon. Set the date range by selecting the Start Date and End Date to filter the data accordingly. Additional filter options appear based on the chosen filter field data for the report.
  5. Edit Report: To edit a report, select the Pencil icon and update the report as desired. Select Update to apply and save the changes or Cancel to exit the process.
  6. Delete Report: To delete a report, select the Bin icon. Select Yes to confirm or No to exit the process.

Download Reports

You can export/download reports in either PDF or CSV format for further analysis or distribution.

  1. Log in to the platform.
  2. Navigate to Monitoring > Reports.
  3. The list of all the generated reports is displayed.
  4. For a selected report, select the PDF icon to download the report in PDF format.
  5. For a selected report, select the CSV icon to download the report in CSV format.
  6. The downloaded report is displayed in the selected format.

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