Merge pull request #235623 from jenniferf-skc/systemreports

Updated steps

Author: Stacyrch140

articles/active-directory/cloud-infrastructure-entitlement-management/report-view-system-report.md

@@ -8,7 +8,7 @@ ms.service: active-directory
 ms.subservice: ciem
 ms.workload: identity
 ms.topic: how-to
-ms.date: 02/23/2022
+ms.date: 04/24/2023
 ms.author: jfields
 ---
 
@@ -18,34 +18,43 @@ This article describes how to generate and view a system report in Permissions M
 
 ## Generate a system report
 
-1. In the Permissions Management home page, select the **Reports** tab, and then select the **Systems Reports** subtab.
+1. From the Permissions Management home page, select the **Reports** tab, and then select the **Systems Reports** subtab.
     The **Systems Reports** subtab displays the following options in the **Reports** table:
 
     - **Report Name**: The name of the report.
     - **Category**: The type of report: **Permission**.
-    - **Authorization System**: The authorization system activity in the report: Amazon Web Services (AWS), Microsoft Azure (Azure), and Google Cloud Platform (GCP).
+    - **Authorization System**: The cloud provider included in the report: Amazon Web Services (AWS), Microsoft Azure (Azure), and Google Cloud Platform (GCP).
     - **Format**: The format in which the report is available: comma-separated values (**CSV**) format, portable document format (**PDF**), or Microsoft Excel Open XML Spreadsheet (**XLSX**) format.
 
-1. In the **Report Name** column, find the report you want, and then select the down arrow to the right of the report name to download the report.
-
-    Or, from the ellipses **(...)** menu, select **Download**.
-
-    The following message displays: **Successfully Started To Generate On Demand Report.**
-
+1. In the **Report Name** column, find the report you want to generate.
+1. From the ellipses **(...)** menu for that report, select **Generate & Download**. A new window appears where you provide more information for the report you want to generate.
+1. For each **Authorization System**, select the **Authorization System Name** you want to include in the report by selecting the box next to the name. 
+1. If you want to combine all Authorization Systems into one report, check the box for **Collate**.
+1. For **Report Format**, check the boxes for a **Detailed** or **Summary** of the report in CSV format. You can select both. 
     > [!NOTE]
     > If you select one authorization system, the report includes a summary. If you select more than one authorization system, the report does not include a summary.
-
+1. For **Schedule**, select the frequency for how often you want to receive the report(s). You can select **None** if you don't want to generate reports on a scheduled basis.
+1. Click **Save**. Upon clicking **Save**, you receive a message **Report has been created**. The report appears on the **Custom Reports** tab.
 1. To refresh the list of reports, select **Reload**.
+1. On the **Custom Reports** tab, hover your mouse over the report, and click the down arrow to **Download** the report. A message appears **Successfully Started to Generate On Demand Report**. The report is sent to your email.
 
 ## Search for a system report
 
 1. On the **Systems Reports** subtab, select **Search**.
-1. In the **Search** box, enter the name of the report you want.
-
-    The **Systems Reports** subtab displays a list of reports that match your search criteria.
+1. In the **Search** box, enter the name of the report you want to locate. The **Systems Reports** subtab displays a list of reports that match your search criteria.
 1. Select a report from the **Report Name** column.
-1. To download a report, select the down arrow to the right of the report name, or from the ellipses **(...)** menu, select **Download**.
+1. To generate a report, click on the ellipses **(...)** menu for that report, then select **Generate & Download**. 
+1. For each **Authorization System**, select the **Authorization System Name** you want to include in the report by selecting the box next to the name. 
+1. If you want to combine all Authorization Systems into one report, check the box for **Collate**.
+1. For **Report Format**, check the boxes for a **Detailed** or **Summary** of the report in CSV format. You can select both. 
+
+    > [!NOTE]
+    > If you select one authorization system, the report includes a summary. If you select more than one authorization system, the report does not include a summary.
+1. For **Schedule**, select the frequency for how often you want to receive the report(s). You can select **None** if you don't want to generate reports on a scheduled basis.
+1. Click **Save**. Upon clicking **Save**, you receive a message **Report has been created**. The report appears on the **Custom Reports** tab.
 1. To refresh the list of reports, select **Reload**.
+1. On the **Custom Reports** tab, hover your mouse over the report, and click the down arrow to **Download** the report. A message appears **Successfully Started to Generate On Demand Report**. The report is sent to your email.
+ 
 
 
 ## Next steps