Configure reports in Web interface

Adaxes provides a wide variety of reports that users can view and schedule in Adaxes Web Interface. Reports can be used to monitor account and password statuses, audit group membership, analyze risks in the environment, etc. In this tutorial, you will learn how to control access to reports and report overviews, configure scheduling settings, and modify user interface options related to reports.

1. Open Adaxes Web interface configurator.

    How

   • On the computer where Web interface configurator is installed, open Windows Start menu.

   • Click Adaxes Web Interface Configurator.

     

   To configure the Web interface, you need to have the appropriate permissions.

    Permissions

   The permissions to configure the Web interface are delegated via security roles. By default, only service administrators have the appropriate permissions. To enable other users to configure the Web interface, grant them the corresponding permissions.

   To create a security role that grants the permissions to configure Web interface:

   • In Adaxes Administration console, right-click your Adaxes service, point to New and click Security Role.

   • Enter a name for the new security role and click Next.

   • On the Permissions step, click the down arrow embedded into the Add button and click Configure Web Interface.

     

   • Click Next and follow the steps in the wizard.

2. In the top left corner, select the Web interface you want to customize.

   

3. In the left navigation menu, click Reports.

   

4. If you want to completely disable reports and report overviews in the Web interface, toggle off the Enable reports slider.

   

   To disable only overviews or reports, clear the Overviews or Reports checkboxes respectively.

   

5. It is possible to disable specific reports and report overviews.

   The list of reports and report overviews available in the Web interface depends on the permissions of the logged in user. If a user doesn't have the rights to view a report or overview, it will not be available and even visible for them. The permissions to view reports and report overviews are granted via security roles. For details, see Grant rights to view reports.

   To disable specific reports or report overviews, choose whether you want to show or hide specific items, and then select the items you want to show or hide in the list below.

   

6. You can disable the ability to schedule reports in the Web interface.

   For details on how to configure options for report scheduling, see Schedule reports.

   To disable report self-scheduling, clear the Allow self-scheduling reports checkbox located at the bottom of the Reports section.

   

7. Optionally, you can hide the Recent and Scheduled items and disallow pinning reports.

   

8. The most important and frequently used report charts can be placed on the Home page.

   

   For details, see Customize the Home page.

9. Save the changes.

   The settings in a section can be applied to other Web interfaces. For this purpose, in the top right corner of the section, click the down arrow button and click Apply to other Web interfaces.

    View screenshot { #collapse3}