Identity Implementation Guide

What Is Salesforce Identity?
How to Use Identity
My Domain
Connected Apps
Configure and Use the App Launcher
Single Sign-On from an External Identity Provider
Multi-Factor Authentication
Synchronize Your Salesforce and Active Directory Users with Identity Connect
Customer 360 Identity
Monitor Apps and Run Reports
Create an Identity Users Report
Get More Information About Salesforce Identity, Single Sign-On, and Security
PDF

Create an Identity Users Report

Salesforce maintains Identity event logs that you can use to create reports and dashboards to provide information about single sign-on and connected app usage.
Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

Follow these steps to set up a report about Identity users. After that, you can create the same steps to set up more than one variation of the same report type, or create a dashboard for the report. For more information, see “Get Started with Dashboards” in Salesforce Help.

Watch Video Demo Single Sign-On and Access Management for Mobile Applications (13:17 minutes)

Learn how to create reports for monitoring mobile Identity users and usage. First, this video covers creating and deploying mobile connected apps. Then, it shows how to set up reporting for connected apps usage.

Note

Establish a new report type

  1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. Click New Custom Report Type.
  3. Enter the following values.
    1. Primary Object: Users
    2. Report Type Label: A unique label, such as Identity Users
    3. Report Type Name: This field automatically uses the label; change it if you want a different name.
    4. Description: Give it a useful description.
    5. Store in Category: Pick a category for this report, such as Administrative Reports.
    6. Deployment Status: Keep as In Development until you’re ready to deploy this report for other users to see.
  4. Click Next.
  5. Select Click to relate to another object.
  6. Select Identity Event Logs (Users).
    Axiom app SAML fields
  7. Click Save.
  8. Create a report based on the Identity Users report type.
    1. From App Launcher, search for Reports.
    2. Click New Report.
    3. For Report Types, select Identity Users.

      A new report opens for editing. If you don’t get any results, click All Time.

      Note

    4. Under Columns, select fields to get Identity information, such as Username, User ID, Identity Used, App: Connected App Name, Timestamp, and User Type.
    5. Click Save and name the report.
    6. Click Save, or click Save and Run Report to see the results immediately.
  9. Create a dashboard based on your report.

Example

Here’s a dashboard based on a few identity-related reports.
Identity Users dashboard