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Tenant Admin Portal - How to Download Users Shared Credential Reports from the Insights Dashboard

This document is a step-by-step guide on how to download Shared Cred report from the Insights dashboard in the Tenant Admin portal.

Introduction

The Shared Credential Report in the Insights Dashboard provides information about shared credentials configured and used within the Oloid platform. This guide explains how to access, filter, and download the report from the Tenant Admin Portal.

Prerequisites

Steps to Download the Users Shared Credential Report

  1. Log in to the Tenant Admin Portal.

  2. From the left navigation menu, click Insights Icon.

    The Insights dashboard screen is displayed.

  3. Select the Reports tab > Users > Users <> Shared Cred

    The User Shared Cred Report page is displayed.
    ​

  4. Do one of the following

    1. Filter User and Download the Report.

    2. Download the Complete User Report.

Filter User and Download the Report

Use filters to narrow down the user list and download a report containing only the users that match the specified criteria.

Do the following:

  1. Click Add Filters.

  2. Select the required filter from the drop-down list.

  3. Select the required filter option.

  4. Enter the required value in the Type Here field.

  5. Click Download Report.

Download the Complete User Report

Download a report containing all available user shared credential records without applying any filters.

  1. Click Download Report.

    The Download Custom report pop-up box is displayed.

  2. Do the following:

    1. Enter Report Name and select the required table columns.

    2. From the Add Table Columns dropdown,

      Note: select the columns you want to include in the report. By default, the report includes Endpoint ID, Endpoint Name, and Preferred Shared Credentials. (Optional) Add or remove columns as needed.

    3. Click Download.

      The Report is successfully downloaded.

Notes: Report Generation Details

  • The report runs daily at 12:00 AM PST.

  • It displays data from the last 30 days.

  • The Last generated date and time is shown at the top of the page.

  • Use the pagination controls at the bottom of the page to navigate through multiple pages of users.

Keywords

Insights Dashboard | Insight reports| How to Download Shared Credential Report| Shared Credentials Dashboard

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