Custom attributes for organization objects in Advanced Reporting

An organization object defines a hierarchical tree structure for users, allowing you to assign privileges to all or specific parts of the tree.

Advanced Reporting supports custom attributes for the organization object in its reports. When an administrator creates a custom attribute in the native IDM console for the organization object, the attributes are available in Advanced Reporting (custom reports) and filters.

Advanced Identity Cloud add-on capability

Contact your Ping Identity representative if you want to add Advanced Reporting to your PingOne Advanced Identity Cloud subscription. Learn more in Add-on capabilities.

Steps

In this example, you’re a system administrator for a large AI company and want to generate a custom report displaying tech leads in your departments.

You need to set up a hierarchical organization for the Research and Development division, which comprises multiple departments: Computer Vision, Data Engineering, and Data Science. Within each department, there are multiple projects with tech leads.

Complete the following steps to create the custom report:

Create an organization with custom attributes
Create suborganizations
Create a new report for the custom organization
Generate your custom organization report

Create an organization with custom attributes

Sign on to the Advanced Identity Cloud admin console as as a tenant administrator.
Add an organization in the IDM native console:
1. Go to Native Consoles > Identity Management.
2. Go to Configure > Managed Objects and click Alpha_organization.
3. On the Alpha_organization page, click add Add a Property.
4. Scroll down to the bottom of the page and create the cust_dept attribute:
  - For Name, enter custom_dept.
  - For Label, enter Department.
  - For Type, select String.
5. Click Save.
6. Create the custom_techLead attribute:
  - For Name, enter custom_techLead.
  - For Label, enter Tech Lead.
  - For Type, select String.
7. Click Save.

Create suborganizations

Sign on to the Advanced Identity Cloud admin console as as a tenant administrator.
Add a Computer Vision suborganization:
1. Go to Identities > Manage.
2. Click Alpha realm - Organizations.
3. Click add New Alpha realm - Organization.
4. In the New Alpha realm - Organization modal, enter Computer Vision in the Name field, and click Save.
5. In the new Alpha realm - Organization page, enter the following:
  - Description: Enter a general description for the suborganization.
  - Parent Organization: Select a parent organization, such as Research and Development.
  - Department: Enter a department, like NLP, a subdivision of the Computer Vision organization.
  - Tech Lead: Enter or select a user for tech lead.
6. Click Save.
Repeat step 4 to add Data Engineering and Data Science suborganizations, respectively.

Create a new report for the custom organization

In the Advanced Identity Cloud admin console, go to Reports.
1. Click add New Report.
2. In the New Report modal, enter the following:
  - Name: Enter a descriptive name for the new report.
  - Description (optional): Enter a general description for the report.
  - Who can run: Select Users.
3. Click Next.
Click add Data Source.
1. In the Add a Data Source modal, select Organizations and click Next.
2. On the draft report page, select the properties in the Settings pane you want to appear in the report.
3. In the orgs section:
  - Click Department.
  - Click Tech Lead.
    
    You can rearrange the columns by dragging and dropping them in the desired order.
4. Click Save.

Generate your custom organization report

On the Reports page, locate your custom report and click Run.
On your report page, click Run Now.
After your report has generated, click View Report.

The report displays your departments and tech leads.
Review your report. If you are satisfied with the results, click > Publish to activate it.