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Manager - Idiots Guide to Creating a Report Workflow

dshieldschk
over 10 years ago

Quest Gurus,

I need some help in setting up a report workflow for attestation. Basically, our current setup will simply run an attestation build for each of the apps we have added to Q1 but once the user approves or denies someone, nothing happens. We are currently NOT wanting to use the auto-provision functions because there are too many variables in some of those provisioning steps. Instead, I would simply like a report to be generated that shows who was approved and by whom that we can take to internal audit. Based off my limited understanding of workfows, I have already created an approval workflow but I have not created a report workflow. I think I have to build a report workflow and add it to the approval policy or procedure.

Is this correct? If so, how might I accomplish this? If someone has a link to a step by step, that would be awesome. Thanks!

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  • 0 over 10 years ago

    So if you have you query now the most important step is done. The next step will be to create a new report using the report edit tool.

    To do so, open the report edit tool and click on the green plus sign in the left upper corner to create a new report. You'll get an popup asking you for the report name, displayname and description. The second tab on that popup (data sources) will ask for your data source. In your case name it e.g. SQLQuery, switch the Query Module to "SQL" and copy&paste you query from SQL Server Management Studio or whatever query tool you're using. If it's in there, click ok.

    The popup will close and you'll get redirected to report design interface. On the right side of your screen you'll see three tabs, one of the is called "Dictionary". Using the dictionary you can now drag and drop entries from your data source into the report sheet to design your report. You can check the report design using the HTML preview.

    Does that help?

    Best

    Carsten

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  • 0 over 10 years ago

    So if you have you query now the most important step is done. The next step will be to create a new report using the report edit tool.

    To do so, open the report edit tool and click on the green plus sign in the left upper corner to create a new report. You'll get an popup asking you for the report name, displayname and description. The second tab on that popup (data sources) will ask for your data source. In your case name it e.g. SQLQuery, switch the Query Module to "SQL" and copy&paste you query from SQL Server Management Studio or whatever query tool you're using. If it's in there, click ok.

    The popup will close and you'll get redirected to report design interface. On the right side of your screen you'll see three tabs, one of the is called "Dictionary". Using the dictionary you can now drag and drop entries from your data source into the report sheet to design your report. You can check the report design using the HTML preview.

    Does that help?

    Best

    Carsten

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