You may want to add content to your reports to show your top departments or offices, or perhaps get rid of the ugly username format and show a nicer ‘FirstName LastName’ format in your reports. You may also like to split your reports by Department and distribute them to your Department managers using their secure login to the Web Module.
You can do this by creating an Organization structure on the Organiztion tab, and ensuring each user has an attribute the matches their authenticated username that is recorded in your log files. Sometimes this requires prefixing or suffixing extra values around their username such as your domain (e.g. domain\username or domain\username@auth_realm).
The Organization tab enables you to organize users into multi-level groups representing your organizational structure, as well as assign managers to groups or people.
The easiest and most common way to create your Organization is to import your organization from LDAP using the Import Organization wizard. However you can create your Organization manually if needed.
To access the Organization dock, click the Organization tab at the top of the screen.
Screenshot - Organization Screen
When you create your Organization, the Usernames Alias is automatically populated with the desired display name for each user, along with the values in your log files that each user will match.
New Aliases are also created for each Group level you create. For example, if you have a group level called 'Departments', then an alias called 'Departments' will be created that aliases your users into their department groups.
Once you have created your Organization, you can use the Publish Report to Web Module wizard to split your reports by groups, managers or users. You can also nodes (add tables and charts) to your Report Templates that show the your aliased users, departments, offices and so on.
You can also utilize the user and groups in filters to include or exclude specific people or groups from reports.
Creating your Organization
You can add the users and groups that represent your organizational structure in a number of ways:
- Import Organization from LDAP
This is the most common as it imports your organizational structure from your LDAP directory server (such as Active Directory) or an exported LDIF file.
- Import from CSV
Imports your organizational structure from a CSV file.
If you have a small organization and just need to create a few users or groups, you may like to simply Add People or Add Groups manually.