Skip to main content

Build or edit an Organizations report

Build an Organizations report to track the organizations connected to your account and monitor their validation status. Use this report to identify organizations that need revalidation before certificate issuance is affected.

Before you begin

You must have Administrator access to use the Report Library.

Build the report

  1. In the CertCentral main menu, go to Reports > Build a report.

  2. Select Organizations as the report category and select Next.

  3. In the Include time frame of organizations menu, select the time frame you want the report to cover.

  4. Under Choose sources, select the subaccounts to include or exclude. Select Next.

  5. Under Choose columns, select from the following categories:

    • Organization information: legal name, assumed name, organization ID.

    • Organization address information: country, state, city.

    • Organization validation information: pending validation status, validation history, validation type.

  6. Under Set column order, arrange columns as required. Select Next.

  7. Under Schedule report, select one of the following:

    • Once: runs immediately. You can manually run it again from the Report Library page.

    • Weekly: select the day of the week and when you want the last report to run.

    • Monthly: select the day of the month and when you want the last report to run.

  8. In Notify additional users, add any administrators to notify when the report is ready.

  9. Choose the file format and enter a report name. Select Build report.

When the report is ready, its status changes from Generating to Ready. Select Actions > Download to download the report.

Notice

Reports are stored for 90 days. Download the report locally to maintain permanent access.

Edit an Organizations report

  1. Select the report name. In the Report details window, select Edit report.

  2. Select Next.

  3. In the Include time frame of organizations dropdown, select a different time frame as required.

  4. Under Choose sources, add or remove subaccounts as required. Select Next.

  5. Add or remove columns and reorder them as required. Select Next.

  6. On the Schedule report page, modify the schedule and file format as required.

  7. To save as a new report without overwriting the original, select Save as new report and enter a new name.

  8. Enter a report name and select Build report.

When the report is ready, its status changes from Generating to Ready. Select Actions > Download to download the report.

Tipp

To create a new report based on an existing report's configuration, select the arrow next to the Download button and select Build a new report from this template.

What's next