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

1

Access CloudSync Reports

• Log in to CloudSync
• Click Reports in the sidebar
• Select a report type

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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.

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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.

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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.

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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.

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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.

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Generating a Report

1

Select Report Type

• Go to Reports
• Click the report you want The report configuration page opens.

2

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

3

Generate

• Click Generate Report
• Wait for processing (may take a few seconds)
• Report displays on screen

4

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

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Scheduling Reports

Administrators can set up automatic report generation.

Create a Scheduled Report

1

Open Scheduled Reports

• Go to Reports → Scheduled Reports
• Click + New Scheduled Report

2

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

3

Save

• Click Save

Manage Scheduled Reports

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

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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

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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

1

Configure Filters

Configure your filters on the report page.

2

Save Preset

• Click Save as Preset
• Name the preset

3

Reuse Preset

• Reuse later from the Presets dropdown

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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

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Troubleshooting

Report won't generate

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

Report is empty

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

Scheduled report not arriving

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

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Next Steps

• Monitoring Syncs — Real-time monitoring
• Audit Logs — Administrative activity

Related Topics

• Sync Types — Understanding sync operations