title: Report Export & Distribution category: Reports tags: reports, export, csv, excel, pdf, schedule, distribution priority: Normal

Report Export & Distribution

IdentityCenter supports one-click export of report results and automated scheduled distribution. This article covers export formats, setting up report schedules, configuring email distribution, and accessing the report archive.

Export Formats

After running any report, you can export the results in three formats:

One-Click Export

From any report results view:

1. Run the report with your desired parameters
2. Click the export button in the toolbar
3. Select the desired format (CSV, Excel, or PDF)
4. The file downloads to your browser's default download location

Tip: Use CSV when you plan to import data into another system or perform pivot table analysis. Use PDF when you need a formal document for compliance evidence. Use Excel when sharing with stakeholders who want to sort and filter without running the report themselves.

Scheduled Report Distribution

IdentityCenter can run reports automatically on a schedule and email the results to a distribution list. Scheduled reports are managed from the Schedules view within the Reports Center.

Creating a Schedule

1. Navigate to Reports Center (/admin/reports)
2. Click the Schedules category in the left sidebar
3. Click New Schedule
4. Select the report to schedule
5. Configure the schedule settings:

6. Click Save to activate the schedule

Built-In Default Schedules

IdentityCenter seeds recommended schedules for key reports:

Managing Schedules

The Schedules view shows a table of all configured schedules with:

• Pause a schedule to temporarily stop it without deleting the configuration
• Resume a paused schedule to reactivate it
• Edit to change frequency, recipients, or output format
• Delete to permanently remove the schedule

Report Archive

Each report execution is recorded with:

Previously generated reports can be accessed from the execution history, allowing you to download past results without re-running the query.

Best Practices

1. Use PDF for executive summaries -- Compliance officers and auditors prefer formatted, printable documents with timestamps and branding
2. Use CSV for data analysis -- When importing into Power BI, Excel pivot tables, or other analytics tools
3. Use Excel for stakeholder sharing -- Pre-formatted columns make it easy to read without additional processing
4. Schedule compliance reports monthly -- Do not wait for the audit to compile evidence; generate it continuously
5. Set up daily operational reports -- Active violations and sync errors should be reviewed every morning
6. Keep distribution lists current -- Review email recipients quarterly to remove departed staff
7. Archive reports externally -- Export copies to a shared drive or document management system for disaster recovery

Next Steps

• Built-In Reports -- Browse the 50+ reports included with IdentityCenter
• Custom Report Builder -- Create your own reports with SQL queries
• Schedule Manager -- Manage all automated schedules in one place
• Dashboard & Reporting -- Dashboard overview