Report to Managers

Question

I would like to send (via email) a monthly report to managers so they can verify their team members. We have an issue with IT not finding out about role changes and terminations so my hope is this would help with that.

I have modified the 'Subordinates of user' report to add a few columns that are relevant for us.

How do I setup a schedule to send out this report to each person who has subordinates once a month (with only their subordinates)? Do I create a custom script that perhaps queries AD for a list of managers and then calls the report each time or is there a built-in way?

Answer 1

Hello,

You need to create a Business Unit which will contain managers (the users who have subordinates) and specify the Business Unit as recipient for the Subordinates of user report scheduled for monthly generation. To do so:
i. Creating the Business Unit

1. Launch Adaxes Administration Console.
2. In the Console Tree, right-click your Adaxes service.
3. In the context menu, navigate to New and click Business Unit.
   
4. On the step 2 of the Create Business Unit wizard, click Add.
   
5. Select Query Results.
6. Enter the following LDAP filter into the Filter field: (&(sAMAccountType=805306368)(directReports=*))
   
7. Click OK.
8. Click Next and finish creating the Business Unit.

ii. Scheduling the Report

1. Launch Adaxes Administration Console.
2. In the Console Tree, right-click your Adaxes service.
3. In the context menu, navigate to New and click Report Scheduled Task.
   
4. On the step 2 of the Create Report Schedule wizard, select Monthly.
   
   Optionally, specify date and time for the report generation.
5. Click Finish.
6. In the Result Pane on the right, click New.
   
7. In the Report field, specify the Subordinates of user report.
   
8. Click Next.
9. In the Subordinates of field, specify %distinguishedName%
   
10. Click Next.
11. Configure document options and click Next.
12. Specify options for the report delivery and click Next.
13. Click Add.
    
14. In the Look in drop-down menu, select Business Units.
15. Select the Business Unit created earlier.
    
16. Click OK.
17. Click Finish and save the changes. You should have something like the following: