Create custom reports
Follow these steps to create custom reports about enrollments or certificates in your DigiCert® Trust Lifecycle Manager account.
Before you begin
To create and manage custom reports in Trust Lifecycle Manager, you must have the user role of Reporting admin or Manager, or a custom role that includes the Manage report access permission.
Step 1: Display the records
Start by displaying the records to include in the report:
Enrollments
In the Trust Lifecycle Manager menu, go to Inventory > Enrollments.
(Optional) Use the dropdown above the inventory table to load a system view or one of your saved custom views.
Use the column header filters as needed to refine the list of enrollments to include in the report.
Certificates
In the Trust Lifecycle Manager menu, go to Inventory > Certificates or Inventory > Endpoints.
(Optional) Use the dropdown above the inventory table to load a system view or one of your saved custom views.
Use the column header filters as needed to refine the list of certificates to include in the report.
Step 2: Create the custom report
After displaying the inventory records you're interested in, create the custom report for them:
Select the Reports button on the top-right of the inventory table. It's the one with the document icon.
In the sidebar that opens, select Create custom report.
Work through the report creation wizard as described below. After finishing each screen, select Next.
On the General information screen, enter a Report name to identify this custom report.
On the Columns selection screen:
In the Columns section, select the columns of data to include in the report.
In the Selected columns order section, verify the selected columns and make adjustments if needed:
Select "X" to remove any columns.
To reorder, first remove the columns here and then reselect them in the Columns section.
To sort the columns alphabetically, select the link to Sort alphabetically.
In the Custom attributes section, select any custom attribute values to include for each record in the report.
On the Schedules and permissions screen:
In the Schedule section, select when and how often to run the report:
Run once: Run the report one time as soon as you create it.
At specific date: Run the report one time on the date you select.
Weekly: Run the report on a recurring basis on one or more days of the week you select.
Monthly: Run the report on a recurring basis on one or more months and days you select.
(Optional) In the Report Data selection, select a date range for which data to include in the report:
For recurring reports, you can include data in set ranges from up to one year before the report runs.
For one-time reports, you also have the option to specify a custom date range for which data to include.
If you do not make a selection here, the report will include all applicable data in your account regardless of date.
Select Create custom report to finish saving the report.
What's next
If you selected Schedule > Run once, the report runs immediately. Otherwise, it will run on your selected schedule.
Go to Reporting > Report library to check report status and view and manage the report.
The user who created the report receives an email notification with a direct link to download the report when ready.
Each custom report remains in the report library for 30 days. To prevent a report from expiring, use the report library management functions to run it again.