> For the complete documentation index, see [llms.txt](https://docs.aohwv.dev/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aohwv.dev/features/reports.md).

# Reports

CloudSync provides built-in reports to help you understand sync activity, user changes, and system health over time.

## Overview

Reports give you insights into:

* Sync performance and trends
* User provisioning and changes
* Error patterns and resolutions
* Compliance and audit information

## Who This Is For

* Administrators monitoring system health
* Operators tracking sync effectiveness
* Compliance teams needing audit data
* Managers reviewing identity changes

## Prerequisites

* ✅ Logged into CloudSync
* ✅ At least Viewer role (some reports require Operator or Admin)
* ✅ Sync history exists (reports need data)

## Accessing Reports

{% stepper %}
{% step %}

#### Access CloudSync Reports

* Log in to CloudSync
* Click **Reports** in the sidebar
* Select a report type
  {% endstep %}
  {% endstepper %}

***

## Available Reports

### Sync Summary Report

**What it shows:** Overview of sync activity over a time period.

**Includes:**

* Total syncs run
* Success/warning/failure breakdown
* Records processed
* Average sync duration
* Trend over time

**Best for:** Weekly/monthly status updates, management reporting.

***

### User Changes Report

**What it shows:** All user create, update, and delete operations.

**Includes:**

* User name and email
* Change type (created/updated/deleted)
* Changed attributes (before → after)
* Timestamp
* Source sync

**Best for:** Auditing, tracking onboarding/offboarding, change history.

***

### Error Analysis Report

**What it shows:** Error patterns and trends.

**Includes:**

* Error count by type
* Most common errors
* Trend over time
* Affected users list
* Resolution status

**Best for:** Troubleshooting, identifying systemic issues, prioritizing fixes.

***

### Compliance Report

**What it shows:** Audit-ready summary of sync activity and configuration.

**Includes:**

* Configuration summary
* Administrative changes
* User access log
* Data handling summary
* Sync history overview

**Best for:** Audit requests, compliance reviews, security assessments.

***

### Health Report

**What it shows:** System health metrics and performance.

**Includes:**

* Connection status
* Sync success rate
* Average response times
* Error rate trends
* Resource utilization

**Best for:** Performance monitoring, capacity planning, SLA tracking.

***

## Generating a Report

{% stepper %}
{% step %}

#### Select Report Type

* Go to **Reports**
* Click the report you want\
  The report configuration page opens.
  {% endstep %}

{% step %}

#### Configure Parameters

Set the report parameters:

| Parameter           | Options                   | Description              |
| ------------------- | ------------------------- | ------------------------ |
| **Date Range**      | Last 7/30/90 days, custom | Time period to include   |
| **Source System**   | All, or specific          | Which HR system(s)       |
| **Include Details** | Yes/No                    | Summary only or detailed |
| **Group By**        | Day/Week/Month            | Time grouping for trends |
| {% endstep %}       |                           |                          |

{% step %}

#### Generate

* Click **Generate Report**
* Wait for processing (may take a few seconds)
* Report displays on screen
  {% endstep %}

{% step %}

#### Export (Optional)

* Click **Export** (top right of report)
* Choose format:
  * **PDF** — For sharing and archiving
  * **CSV** — For spreadsheet analysis
  * **Excel** — For further manipulation
* Download the file
  {% endstep %}
  {% endstepper %}

***

## Scheduling Reports

Administrators can set up automatic report generation.

### Create a Scheduled Report

{% stepper %}
{% step %}

#### Open Scheduled Reports

* Go to **Reports** → **Scheduled Reports**
* Click **+ New Scheduled Report**
  {% endstep %}

{% step %}

#### Configure Scheduled Report

Configure:

| Setting         | Description                |
| --------------- | -------------------------- |
| **Report Type** | Which report to generate   |
| **Schedule**    | Daily, weekly, or monthly  |
| **Recipients**  | Email addresses to send to |
| **Format**      | PDF or CSV                 |
| {% endstep %}   |                            |

{% step %}

#### Save

* Click **Save**
  {% endstep %}
  {% endstepper %}

### Manage Scheduled Reports

* **Edit** — Click the report name to modify
* **Pause** — Temporarily stop generation
* **Delete** — Remove the schedule

***

## Using Reports Effectively

### For Daily Operations

Check daily:

* Sync Summary (last 24 hours)
* Error Analysis (any new patterns?)

Focus on:

* Failed syncs
* Increasing error counts
* Unusual durations

### For Weekly Reviews

Generate weekly:

* Sync Summary (last 7 days)
* User Changes (who was added/removed?)

Share with:

* IT management
* HR stakeholders

### For Monthly/Quarterly Reporting

Generate monthly:

* Comprehensive Sync Summary
* Compliance Report
* Health Report

Use for:

* Management dashboards
* Compliance evidence
* Performance reviews

### For Audits

Generate on demand:

* Compliance Report (specific date range)
* User Changes (relevant period)
* Administrative activity log

Include:

* Configuration snapshot
* Access control list
* Complete change history

***

## Report Customization

### Filtering Data

Most reports support filtering:

| Filter         | What It Does                             |
| -------------- | ---------------------------------------- |
| **Status**     | Show only errors, warnings, or successes |
| **User/Group** | Focus on specific identities             |
| **Department** | Limit to organizational unit             |
| **Date Range** | Specific time period                     |

### Saving Report Configurations

{% stepper %}
{% step %}

#### Configure Filters

Configure your filters on the report page.
{% endstep %}

{% step %}

#### Save Preset

* Click **Save as Preset**
* Name the preset
  {% endstep %}

{% step %}

#### Reuse Preset

* Reuse later from the **Presets** dropdown
  {% endstep %}
  {% endstepper %}

***

## What You Should See

### Good Health Indicators

| Metric       | Healthy | Warning | Critical |
| ------------ | ------- | ------- | -------- |
| Success Rate | > 99%   | 95-99%  | < 95%    |
| Error Rate   | < 1%    | 1-5%    | > 5%     |
| Avg Duration | Stable  | +20%    | +50%     |

### In the Sync Summary

* Mostly green (successful) bars
* Consistent processing counts
* Stable or improving trends

### In Error Analysis

* Low overall error count
* No single error dominating
* Decreasing trend over time

***

## Troubleshooting

<details>

<summary>Report won't generate</summary>

| Symptom          | Cause              | Solution                           |
| ---------------- | ------------------ | ---------------------------------- |
| Spinning forever | Too much data      | Reduce date range                  |
| "No data"        | No syncs in period | Choose different date range        |
| Error message    | Processing issue   | Retry; contact support if persists |

</details>

<details>

<summary>Report is empty</summary>

| Cause                   | Solution            |
| ----------------------- | ------------------- |
| Date range has no syncs | Expand the range    |
| Filters too restrictive | Remove filters      |
| Wrong source selected   | Check source filter |

</details>

<details>

<summary>Scheduled report not arriving</summary>

| Cause             | Solution                 |
| ----------------- | ------------------------ |
| Email in spam     | Check spam folder        |
| Wrong email       | Verify recipient address |
| Schedule paused   | Check schedule status    |
| Generation failed | Check report logs        |

</details>

***

## Next Steps

* [Monitoring Syncs](/features/monitoring.md) — Real-time monitoring
* [Audit Logs](/administration/audit-logs.md) — Administrative activity

## Related Topics

* [Sync Types](broken://pages/DOz1wWJ0ljdOCk1UTqFr) — Understanding sync operations


---

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