Define Report wizard

The Define Report wizard helps you to create your own reports based on the existing report types (see Report types).

Available via REPORTS > Define Report.

Describe Report

1. Enter a report name. You can use up to 60 characters. The name must be unique.
2. Select a base report type from the Type of report list (see Report types).
3. Enter a report description. This description should give an overview of what the report contains, and what it is used for.
4. Click Next to continue.

Options

1. Select the grouping level from the Grouping Levels list. This will define the way how data is grouped in the report (see Grouping levels).
2. Select the data source from the Data Source list. Information can come from audit data or OneSpan Authentication Server database (user or authenticator data), or a combination of the two (see Data sources).
3. Click Next to continue.

Define Fields

Report data can be edited at the Field level for XML and PDF output reports only.

To create a field

1. Enter a display name. This will help identify field details in the final report.
2. Select a query filter from the Source Field list. The available fields depend on the data source chosen previously. For more information about the source fields, see Query filters.

3. Select the operation that you want to perform on the selected field.

   Available choices are:

   • None
   • Total
   • Count
   • Minimum
   • Maximum
4. Click Create. If you want, you can define further fields on this page.
5. Click Next to continue.

Define Query

Use this page to enter query definitions to filter data for this report. For more information about query rules, see Report query commands and rules.

To add a query

1. Click Add New.
2. Enter a query name.

3. Define the filters that you want to apply to the data:

   • Click Add New.

   • Select the field that you want to use in the query from the list:

     • The contents of the list will be limited by the report type (see Reporting features and settings) and the data source that was selected on the Options page.
     • Select the field that you want to use in the query. You can only specify one data field per query. If you want to specify more than one field you will have to define more than one query.

   • Select the condition from the drop down list:

     • Some conditions (e.g. is blank) do not require an entry in the Value field. Any entry in the value field for these conditions will be ignored.
     • Some conditions are comparison conditions and require an entry in the Value field (e.g. equals, is greater than).
     • For more information about the available fields, see Query filters.
     • 
       

   • Enter the value if required.
   • To add another filter, click Add New again.

Click Next to continue.

Query Overview

This page shows the list of queries that were specified on the previous page.

• To see the details of the query, click on the query name. You will be taken to the Define Query page where you can edit the details of the query. Click Next to continue when you are done with the query details.
• To remove the query from the list, click Remove.
• To add a new query, click the Click HERE to add another query to this list link.

Click Next to continue.

Permissions

On this page you can specify who can change this report definition and who can run the report.

1. Select the usage permissions, which defines who can run the report. The owner is the person who defined the report.
2. Select the update permissions, which defines who can change the details of the report.
3. Click Next to continue.

Templates

Select the report template that you want to use with this report definition:

• Select Use one of the default templates (XML or PDF) only  to use a default PDF or XML template. You can choose which default template to use when running the report.

  -OR-

  Select Add new template in addition to the default templates to add a new custom report template. For more information about custom report templates, see Customizing reports.

To add a new template

1. Enter the template name.
2. Click Browse and select the PDF template file.

Click Save to continue.

Finish

This page shows the result of the operation. Any error messages will be shown on this page, and messages will be displayed about whether the report definition has been created successfully.

Click Finish to complete the operation and close the wizard.