New Standard Report - Proxy as User Report

Customers often need to audit how proxy functionality is being used. They need to understand which users have proxied in, as what user, and when. This information is often requested during formal audits.

Prior to this enhancement, the only way to retrieve this data was by submitting a case to customer support.

With this enhancement, a new Proxy as User Report is available in all portals as a standard report so that customers can report on which users have proxied in, as what user, and when. This report also enables organizations to report on proxy as user events that occurred prior to the release of this report.

This report supports 100,000 rows of data.

To access the Proxy as User Report, go to Reports > Standard Reports. From the System tab, select the Proxy as User Report link.

Report Details

The following report filters are available:

Filter Name Description
User Criteria Select a user or a group of users that may be included in the report. This criterion filters the set of users whose account was accessed via proxy login and may appear in the report output. You may choose one or more individual users as well as entire organizational units (OUs) or Groups. If permission for this report is constrained, those constraints apply to user criteria selection when running the report.
Date Criteria Select a date range for the report. The report will return proxy information for the selected date range. The default value is Last Month. This is a required field.
Action Performed by User ID Select the user or users who may be included in the report as the user who proxied in as another user. If no users are selected, then all users are included.
User Status Select this option to include inactive users in the report output.

The following details are included in the report output:

Column Name Description
User ID This displays the ID of the user whose account was accessed via a proxy login.
User Name This displays the user name of the user whose account was accessed via a proxy login.
User First Name This displays the first name of the user whose account was accessed via a proxy login.
User Last Name This displays the last name of the user whose account was accessed via a proxy login.
User Status This displays the active status of the user whose account was accessed via a proxy login.
Action Performed by User ID This displays the ID of the user who proxied in as another user.
Action Performed by User Name This displays the user name of the user who proxied in as another user.
Action Performed by User Full Name This displays the full name of the user who proxied in as another user.
Action Performed by User Status This displays the active status of the user who proxied in as another user.
Proxy Start Date and Time This displays the date and time at which the proxy login began. Date fields are displayed in the time zone of the user running the report.
Proxy End Date and Time This displays the date and time at which the proxy login ended. Date fields are displayed in the time zone of the user running the report.
Reason for User Emulation This displays the reason that was provided when the proxy login was initiated.

How Does this Enhancement Benefit My Organization?

This standard report provides insights into which user has proxied in as whom and when. This report eliminates the dependency on work orders to retrieve this data.

Implementation

This functionality is automatically enabled for all organizations.

This new report is located in the System section of Standard reports. Access is controlled by a new Proxy as User Report permission.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Proxy as User Report Grants access to the Proxy as User Report, which enables organizations to report on which users have logged in to the portal and when. This permission cannot be constrained. Reports - System

Security Roles

Upon release, the new Proxy as User Report permission is automatically granted to the default System Administrator role. Administrators must grant this permission to other roles, if necessary.