Skip to main content

HelloID

Reconciliation report overview

A reconciliation report lists any issues found when comparing the state of entitlements in HelloID against imported account and permission data from connected target systems.

Reconciliation reports can be scheduled monthly and generated manually. See Create a reconciliation report.

Business_Reconciliation_Report.png
System snapshots

The System Snapshots section displays the Active Directory systems from which entitlements have been imported. (See: Add a system.)

Per system, indicators show:

system.png
  • The total number of imported accounts

  • The total number of imported accounts that are enabled

  • The total number of imported accounts that are disabled

For more snapshot details, see View a snapshot.

Issues

The report lists any found reconciliation issues, ordered by person & account name.

Business_Reconciliation_Report_Issues.png

Per issue, the report displays the following:

  • System: Name of the target system; see Add, edit, or remove a system

  • Person: The person in HelloID that is associated with the account in the target system

  • Account: The account found in the target system

  • Permission: A permission found in the target system (if this is a permission issue)

  • Issue: The issue description; see Issues

  • Resolved: Indicates whether an action has been selected to resolve the issue

  • ShowIssueDetails.png Show issue resolution: A button to view issue details, including Actions that can be taken to resolve the issue