Create Reports

Learn how to build custom reports

Reports transform your Activity page data into customizable exports with precise filters.

By default, reports capture the last 30 days of activity data across all columns in CSV format. You can customize this using various filters and options:

• Time Range: Choose between relative periods (last 7 days) or absolute date ranges

• Access Filters: Filter by specific grantees, integrations, permissions, and risk levels

• Column Selection: Control which data columns appear in your exports

• Format Options: Generate reports in CSV or PDF formats

Apono's reports serve as access review documentation that meets compliance requirements:

• SOC 2: Access oversight & audit trails

• GDPR & HIPAA: PII protection & access monitoring

• PCI DSS & SOX: Secure handling of financial data & reporting

You can schedule or generate on demand reports to support quarterly audits, compliance reporting, and security reviews. Read Compliance: Audit and Reporting for more insights on this topic.

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Create a report

Add Report page

Follow these steps to create a report:

1. On the Reports tab, click Create Report. The Add Report page opens.

2. Enter a Report name.

3. (Optional) Select the Report Format. CSV is the default format.

   • CSV: (Default) Best for internal analysis, integrations, or bulk data processing

   • PDF: Recommended for compliance reporting that requires data immutability and integrity

4. (Optional) Filter the report data by one or several of the following filters.

As you apply filters, a sample of the report information appears and updates in real time under Preview (first 10 access requests). One access request may have multiple rows of data.

All Time

Relative

Follow these steps to set the relative time filter:

1. Click Last 30 days, a menu appears.

2. On the Relative tab, from the Last dropdown menu, select a time measure.

3. In the Last text field, enter a number.

4. (Optional) Click Round to the hours|days|months to begin the time filtering from the nearest hour, day, or month.

5. Click Apply. The filter turns blue and shows a summary.

6. Click the top or outside of the dropdown menu to close it.

Absolute

Follow these steps to set the absolute time filter:

1. Click Last 30 days, a menu appears.

2. On the Absolute tab, under From, select the start date from the date picker.

3. Select the start time (local system time) from the time picker.

4. Under To, select the end date from the date picker.

5. Select the end time (local system time) from the time picker.

6. (Optional) Click Use UTC to apply the Coordinated Universal Time (UTC) timezone to the start and end times instead of the local system time.

7. Click Apply. The filter turns blue and shows a summary.

8. Click the top or outside of the dropdown menu to close it.

Grantee

Follow these steps to filter the data by grantee:

1. Click Grantee, a menu appears.

2. (Optional) In the text field, enter a username to filter the user list.

3. Select one or several users.

4. Click the top or outside of the dropdown menu to close it. The filter turns blue and shows a summary.

Integration

Follow these steps to filter the data by integration:

1. Click Integration, a menu appears.

2. (Optional) In the text field, enter an integration name to filter the integration list.

3. Select one or several integrations.

4. Click the top or outside of the dropdown menu to close it. The filter turns blue and shows a summary.

Status

Follow these steps to filter the data by status:

1. Click Status, a menu appears.

2. Select a status. The dropdown menu closes. The filter turns blue and shows a summary.

More Filters

Follow these steps to filter the data by access flow name:

1. Click More Filters, a menu appears.

2. Select a filtering dimension. A dropdown menu appears.

3. (Optional) In the text field, enter a field name to filter the results list.

4. Select one or several fields.

5. Click the top or outside of the dropdown menu to close it. The filter turns blue and shows a summary.

1. From the Show/Hide columns dropdown menu, select at least one column of data to display in the report.

2. Click Create report. The report will be saved and listed on the Reports tab.

After creating a report, you can manage the report.