RF Portal User Report Excel

Description

Purpose

The Research Foundation developed this customized security report to ensure access is controlled, accurate and to help avoid misuse. The RF Portal User Report and the RF Portal User Excel Report are provided as a tool for the Campus Security Contact or Administrator to monitor portal accounts to ensure that access to the RF Website is appropriate. The report displays all Website users that were created for the time period entered in the date parameters.

Frequency

The report should be reviewed annually.

Responsibilities with Access

People with the following responsibilities are able to run this report:

ORG Campus Security
ORG Campus Security Reporting
RUSAM Central Security Admin
CO System Administrator
System Administrator

Setting Report Parameters

The following table describes the required and optional parameters to use to run the report:


Parameter	Description (click in the field to see the List of Values)
Required Parameters
From Date		The date from which the data will be reported on. To obtain a listing of all users accounts regardless of the date created, enter in 01-JAN-01.
To Date		The current date from which the data will be reported to.
From Location		The location in which the data will be reported on.
To Location		The location in which the data will be reported on.
Optional Parameters
Include All HR Self Service		Yes will display all users including those with only Employee Self Service. No will exclude users that have ONLY Employee Self Service access.

Instructions to Run Report

Step	Action
1	From the applicable responsibility in the Navigator window, select Reports > Run.
2	Select Single Request.
3	Click OK to go to the Submit Request form.
4	Complete the following field: Name (Title of the report to be run. Select from the list of values.)
5	The parameters form will be displayed if you select a request that requires parameter values. As required, enter the parameters.
7	Click OK to return to the Submit Request form.
8	Click Submit to go to the Requests form.
9	Once the report has finished running, click View Output.

Understanding the Output

The table that follows describe the report output:

Column Heading	Description of Column
Name	The full name of the user that has access to the portal.
Last Name	Last name of the user that has access to the portal.
First Name	First name of the user that has access to the portal.
Date Created	The date the portal account was created.
Phone Number	The user's phone number id entered at the time of registration.
Portal User Name	The portal ID which can be the user's email address or the Research Foundation ID # (employee number)
Portal Group	The portal group the user has access to.

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.

Effective Date: 5/14/2014 2:35:59 PM