Creating Reports With the Define Report Wizard

If the standard reports do not meet your requirements, you can either edit an existing report or create a new custom report using the Define Report wizard in the Administration Web Interface.

The Define Report wizard guides you through the following pages:

• Describe Report
• Options
• Define Fields
• Define Query
• Query Overview
• Permissions
• Templates
• Finish

For more information about report fields, report options, and the concepts described, see Reporting features and settings.

To create a report

1. Log on to the Administration Web Interface.
2. Select REPORTS > Define report.

3. In the Describe Report page:

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

4. In the Options page:

   1. Select the Grouping Level from the list. This will define the way in which data is grouped on the report.
   2. Select the Data Source from the list. Information can come from audit data or the OneSpan Authentication Server database (user or authenticator data), or a combination of two of these.
   3. Click Next to continue.

5. If you are creating a Detailed Analysis or List Analysis report, and you selected audit data as the data source, then the Define Fields page will be displayed:

   1. If you do not want to create a field-level filter, click Next. All field data will be included by default.
   2. To create a field-level filter, enter a display name and select a field name from the list. Select the operation to perform on the chosen field and click Create.
   3. Repeat the above step to create further field data filters if required. When you are done, click Next.

6. In the Define Query page:

   1. To define a query, enter a query name, select the required field, and choose a condition from the list.

      Some conditions (e.g. isblank) do not require an entry in the Value field. Any entry in the value field for these conditions will be ignored. Time values can be expressed as text (e.g. “6 months ago”, "6 months from now", "now").

   2. Click Add New.
   3. Repeat this step to create additional query filters if required. You can only specify one data field per query. If you want to specify more than one field you must define more than one query.
   4. Click Next.
7. The  Define New Query page displays a list of queries that were entered previously. To view details of a query, click on the query name. When you have finished reviewing query details, click Next.
8. In the Permissions page, specify who can alter and run the report by selecting the appropriate usage permissions and update permissions. Note that the owner is the person who creates the report, unless re-assigned. Click Next.
9. In the Templates page, select which template to use. If you do not want to use the default XML or PDF templates (this option is selected by default), then provide a new template name and browse to the location of the template definition file. Click Save.

10. The Finish page displays a summary of report information, including any confirmation or error messages. Click Finish.

    You can now see your new report when you view the available report list.