Create custom reports
Follow these steps to create custom reports about enrollments or certificates in your DigiCert® Trust Lifecycle Manager account.
Step 1: Display the records
Start by displaying the records to include in the report.
Enrollments
Select Enrollments in the Trust Lifecycle Manager main menu to display your enrollment records.
Use the column header filters as needed to refine the list of enrollments to include in the report.
Certificates
Select Inventory in the Trust Lifecycle Manager main menu to display your certificate records.
Use the dropdown menu at top 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 records you're interested in, create the custom report for them.
Access and select the Create custom report function:
From the Enrollments page: Select the download icon on the top-right of the enrollments table, then select Create custom report.
From the Inventory page: Select the Reports function in the sidebar to the right of the inventory table, then select Create custom report.
Enter a Report name to identify it and select Next.
In the Columns section, select the columns of data to include in the report. The columns get output in the order you select them here.
Verify the selected columns and column order in the Selected columns order section and adjust if needed:
Select "X" to remove any columns.
To reorder, first remove the columns and then reselect them in the correct order in the Columns section.
Select Sort alphabetically to sort the columns alphabetically.
Select Create custom report to save the report.
What's next
Select Reporting > Report library in the Trust Lifecycle Manager main menu 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.