Skip to main content

HelloID

Filter issues

You can search and filter issues in a reconciliation report. This allows you to review and resolve a selection of the issues.

Note

The applied filters will also reduce the CSV export.

  1. Go to Business > Reconciliation.

  2. Open the Report tab.

  3. Click the filter.png Filter icon.

    Business_Reconciliation_Report_btnFilter.png

  4. In the Filters window, click the plus_AddFilter.png Add filter icon.

    recon_filtering.png

  5. Select the field to filter on:

    • Resolution: The type of resolution (e.g. Action initiated by user, or Unresolved)

    • System: The system in which the issue appears

    • Issue; see Issues

    • Linked account excluded: Permission issues for accounts that are already excluded from the report

    • Account display name

    • Account enabled: Whether the account is enabled in the target system

    • Permission display name

    • Permission description

    • Account attributes: The account attributes that are mapped in the target system

      Tip

      To add an account attribute, add it to the target system's target mapping with Mapping type: None. This enables HelloID to read the attribute when it creates a snapshot of the target system.

  6. Create a condition by selecting the operator: Contains or Equals, and entering a value.

    With the Equals operator, you can select one or more values (up to 10) from a drop-down list. Values in a filter are combined using an OR condition, meaning that at least one of the values has to match for an issue to appear in the filtered results.

    Invert condition turns the associated condition into a NOT condition, causing issues that were previously in scope to become out of scope, and vice versa.

  7. Repeat steps 4 - 6 to add more filters.

    Note

    Filters are combined using an AND condition, meaning that all filters must be met for issues to appear in the filtered results.

  8. Click outside the Filters window to close it.

A blue Filter_active.png filter icon indicates filters are currently applied.

Tip

Filter by action

Click the Bulk actions button and select an action to filter the result set further. The report only shows issues for which the selected action is available.