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) Set the date range. Last 30 days is the default date range.

Last 30 days

Relative

Follow these steps to set a relative date range:

1. Click All Time, the date range settings appear.

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 an absolute date range:

1. Click All Time, the date range settings appear.

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

   • Select the start date from the date picker.

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

3. Under To, select the end date:

   • Select the end date from the date picker.

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

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

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

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

1. Filter the report data:

   1. Click a dropdown menu. (NOTE: To access additional filters, click More Filters and choose a filter.)

   2. (Optional) In the Search field, enter a value to filter the options, if applicable.

   3. Select one or more options. The sample report results will be filtered.

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

   5. (Optional) Repeat steps 4a-c to add more criteria to filter the report results.

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.

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

2. (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

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

After creating a report, you can manage the report.