Create Custom Report

You can create custom Reports in Imprivata Analytics to solve more advanced use cases.

  • Try to limit your date range and the data you search over for better performance and more accurate results.

  • Save copies of your Reports to refer back to for testing.

  • Be careful when using the operator Contains. It is the slowest comparator since it has to search over a large data set to identify the value that you specified.

  • There is nothing wrong with trial and error when building Reports to refine your use case and desired Report results.

  • Include as many Selected Fields as you wish from your Available Fields for Detail Reports.

  • Limit the number and type of Selected Fields to support your use case for Summary Reports when you are summarizing based on user behavior.

  • Keep in mind that Quick Report tool results run over all integrated sources, and custom Reports run over only selected integrated sources.

  • Always start with the Event Timestamp filter to tell the report to look back over a desired period of time. Use the Within Time Frame operator for Enforced Policies to continuously look back a week (best practice). Use the Is Between operator for static date range Reports. You can make the Is Between filter for Event Timestamp as a parameter filter, so the report prompts you to select a date range each time you execute the Report.

To create custom Report:

  1. On the Report page, click New Report.

  2. In the New Report dialog box, in the Build a custom report section, select the type of the Report that you want to create. The following options are available:

    • Audit Report

    • Identity Report

    • Other Report

  3. On the Edit Custom Report page, in the Pick Your Sources section, select data sources, and then click Next.

    NOTE:

    A source is the name of the application you want to report on. Your Customer Success Manager can assist you with deciding which sources may work best for your data. Select the Show descriptions with sources checkbox to learn more about the data itself.

  4. In the Pick Your Data section, select additional data sources that are available in your system, and then click Next.

  5. In the Select Filters & Fields section, add filter criteria to define or refine your use case.

    1. Filter Your Data—add filters to focus on the data you want in your Report.

      1. In the Field text box, select the filter. Filters allow you to view which specific data you want to include. Choose the option to filter by a period of time, the type of analytic, or even narrow down which field criteria to follow as a rule.

        The default filter for every new Report is Event Timestamp with the operator Within Time Frame with the value Day. The filter allows you to determine which data to render.

        NOTE:

        The fields list displays only fields that are available across all sources being reviewed.

      2. In the Operator dropdown menu, select the operator to determine how to match the selected field. When you use operators, different choices can determine how quickly or how much data you receive when running a Report.

        For example, a Report that uses the Equals operator will require specific text or a specific field (if it is the Equals Field operator). The more specific the operator, the quicker you will receive your results. Using an operator such as Contains takes much longer to render your results since it is scanning more of your data.

      3. Set the value if matching a specific value or select a field name if matching another field in the source. The operator can be equal to a certain value, contained in a list of values, match another field in the source or one of many other options. For example, Patient Name> Equal Field> User Name.

        To add a new filter, click the Add Filter button.

    2. Pick Your Fields—select the fields that will be displayed in your Report.

      1. From the Available Fields list, select the fields that you want to add to your Report.

      2. Click the right arrow button or drag the field from the Available Fields list to the Selected Fields list.

      3. If you want to select all fields, click the right double arrows button.

  6. Click Next.

  7. In the Options section, select additional options to customize your report:

    • Randomize results—select the Report results to be random rows of data from the database that match the Report filter criteria.

    • Limit—limit the number of records returned in the Report results. The default value is 10. Enter another value to get less or more than 10 randomized results.

    • Select a Group Owner—distribute the results of a Report to a group of users.

    • Advanced Sort Options—select columns to sort.

  8. To preview the first ten Report results, in the Preview section, click the Eye or Arrow icon.

  9. Click Run it.