Introduction Of Report Customization in Sailpoint Identity IQ

In SailPoint IIQ, the Report is used to collect or filter data stored in the SailPoint database. It helps administrators, auditors, or compliance teams monitor identity-related activities, user access, or other governance-related tasks.

Reports in IIQ are often used to track user access and entitlements, summarize certification statuses, and review application and identity-related data.

Purpose of Custom Reports

SailPoint itself provides many built-in reports. However, Custom reports are often needed when:

• Existing reports don’t meet specific business or regulatory requirements

• The report must include filters tailored to a specific audience or department

• You need to include custom logics

• It allows organizations to better align reporting with internal policies and external compliance mandates.

Types of DataSource

IIQ reports are built using a Task Definition object and are often linked with forms for display purposes and DataSources. There are three types of DataSources available.

1. Filter-Based Report

• It uses XML filters to query standard IIQ objects like Identity, AccountGroup, etc.
  Best for simple filtering conditions

• It doesn’t require coding

• Best for simple filtering conditions

2. HQL-Based Report

• It uses Hibernate Query Language to perform advanced queries on the database

• It supports joins, subqueries, and conditional filtering

• It offers better performance for large datasets

3. Java-Based Report

• It uses a custom Java class that implements the JavaDataSource interface

• It's ideal for complex business logics hat hasn't been addressed by any of the previously mentioned types.

• Allows use of Java logic to process and prepare report data.

Use case

This report lists all the Task Results using a filter-based data source.

The purpose of this custom report is to provide a clear and accessible view of all task execution results within SailPoint IdentityIQ. By using a filter-based data source, the report retrieves and displays key details of each task's results.  It helps admins to monitor background processes or any task failures.

Code Base

“

<?xml version='1.0' encoding='UTF-8'?>

<!DOCTYPE TaskDefinition PUBLIC "sailpoint.dtd" "sailpoint.dtd">

<TaskDefinition created="" executor="sailpoint.reporting.LiveReportExecutor" id="" modified="" name="Taskresult_Report" progressMode="Percentage" resultAction="Rename" subType="Custom Reports" template="true" type="LiveReport">

  <Attributes>

    <Map>

      <entry key="report">

        <value>

          <LiveReport title="TaskResult Report">

            <DataSource objectType="sailpoint.object.TaskResult" type="Filter"/>

            <Columns>

              <ReportColumnConfig field="name" header="Task Name" property="name" sortable="true" width="110"/>

              <ReportColumnConfig field="completionStatus" header="Result" property="completionStatus" sortable="true" width="110"/>

              <ReportColumnConfig field="completed" header="Completed Date" property="completed" sortable="true" width="110"/>

              <ReportColumnConfig field="owner" header="Owner" property="owner.name" sortable="true" width="110"/>

              <ReportColumnConfig field="signoff" header="Signoff" property="signoff" sortable="true" width="110"/>

              <ReportColumnConfig field="host" header="Host" property="host" sortable="true" width="110"/>

              <ReportColumnConfig field="messages" header="Message" property="messages" sortable="true" width="110"/>

            </Columns>

          </LiveReport>

        </value>

      </entry>

    </Map>

  </Attributes>

  <Description>Result of Tasks.</Description>

</TaskDefinition>

“

Conclusion

Reports in IdentityIQ are used for monitoring, auditing, and compliance. It allows you to tailor data presentation to your needs. The three main types of data sources are Filter, HQL, and JAVA.