Configuring Reports on IDM

Question

Hi all,
I've been able to create custom Reports on my IDM instance.
However, there's one little thing that keeps irking me : it concerns the "*Send via Email*" function.
There's a checkbox there which, when ticked, allows you the option of sending those reports via email.
However, a couple of things are annoying :
(a) when trying to send the report itself as an attachment (whether PDF or CSV), the report is still displayed in the body of the email ! This is annoying. How can I get rid of this ??
(b) no matter which User report I am sending, IDM always labels the report as : USER SUMMARY REPORT. How can I choose my own label/heading for each report I generate?
Thanks!

Answer 1

I am in the process of Updating my UI_REPTS_XML_USER_TITLE file (I made a copy of it, naturally)
I successfully added extra attributes which I want displayed in my User Report.
The problem is : I have having trouble adding attributes which I want to use as a QUERY.
For example : by default, the User Report can only perform queries based on AccountID. Here is a snipet of the code :
*<Field name='queryAttr.Name.enabled'>*
*<Display class='Checkbox'/>*
*</Field>*
*<Field name='queryAttr.Name.operator'>*
*<Display class='Select'>*
*<Property name='title' value='UI_REPTS_XML_REPORT_USERS_ONLY'/>*
*<Property name='noNewRow' value='true'/>*
*<Property name='nullLabel' value='UI_TASKS_XML_SELECT'/>*
*<Property name='valueMap'>*
*<ref>conditionsList</ref>*
*</Property>*
*</Display>*
*<Expansion>*
*<cond>*
*<eq>*
*<ref>queryAttr.Name.enabled</ref>*
*<s>true</s>*
*</eq>*
*<ref>queryAttr.Name.operator</ref>*
*<null/>*
*</cond>*
*</Expansion>*
*</Field>*
This shows up on the User Report Form as : *"Report only those users whose accountID..........blah blah blah*"
So, I tried to add my own Querable attribute (*Employment ID*), as follows
*<Field name='queryAttr.employmentID.enabled'>*
*<Display class='Checkbox'/>*
*</Field>*
*<Field name='queryAttr.employmentID.operator'>*
*<Display class='Select'>*
*<Property name='title' value='Please show only those Users whose employment ID......'/>*
*<Property name='noNewRow' value='true'/>*
*<Property name='nullLabel' value='UI_TASKS_XML_SELECT'/>*
*<Property name='valueMap'>*
*<ref>conditionsList</ref>*
*</Property>*
*</Display>*
*<Expansion>*
*<cond>*
*<eq>*
*<ref>queryAttr.employmentID.enabled</ref>*
*<s>true</s>*
*</eq>*
*<ref>queryAttr.employmentID.operator</ref>*
*<null/>*
*</cond>*
*</Expansion>*
*</Field>*
But, it did not work.
"*EmploymentID"* is an extended attribute in my IDM system.
I am using version 8.1, so the following code no longer exists in my *"UserUI_Config*" file :
*<QueryableAttrNames>*
*<List>*
*<String>MemberObjectGroups</String>*
*<String>terminationDate</String>*
*<String>employeeId</String> <!-- added this field -->*
*<String>managerId</String>*
*<String>commencementDate</String>*
*</List>*
*</QueryableAttrNames>*
This code has been replaced with the new IDMSchemaConfiguration.
Within this SchemaConfiguration, I have already declared "*employmentID*" to be both QUERYABLE and SUMMARY, as follows :
*<IDMObjectClassAttributeConfiguration name='employmentID'*
queryable='true'
summary='true'/>
My question is : what am I doing wrong?