Learning About EDM Reports

Sun Master Index provides a set of production, activity, and search result reports that can be generated from the EDM. The production reports provide information about the current state of the data in the master index application, helping you monitor stored data and determine how that data needs to be updated. This information also helps verify that the matching logic and weight thresholds are defined correctly. Activity reports provide statistical information for transactions over specific periods of time. Search result reports allow you to print a list of profiles in a search result set.

The following topics provide additional information to help you understand and work with the default reports.

• EDM Production Reports

• EDM Activity Reports

• EDM Search Result Reports

• Configuring EDM Reports

• Masked Data and EDM Reports

EDM Production Reports

Production reports provide information about the transactions that are processed through the master index database. These reports provide lists of potential duplicate profiles, merge transactions, unmerge transactions, assumed matches, updates, and deactivated profiles for a specified time period. The information you find in these reports provides valuable information about how data is being processed with the current configuration. In addition to running the production reports daily, you should run them against any data that has been loaded from existing systems into the master index database in batch format.

Production reports can be run for the current day, the previous day, or for a date range you specify. If you run your daily reports in the evening, you should run the current day’s reports. If you run your daily reports in the morning, you should run the previous day’s reports.

• Assumed Match Report - This report displays information about any profiles that were automatically updated by incoming data during the specified time period. The information in this report, in combination with data from the potential duplicate report, helps you determine whether the matching threshold for assumed matches is accurate. You should review this report daily to ensure that no assumed matches were made in error.

• Deactivated Record Report - This report displays a list of all profiles that were deactivated during the specified time period. Review this report daily to ensure that no profiles were deactivated in error. Sun master index applications provide the ability to reactivate any deactivated profile.

• Potential Duplicate Report - This report displays information about object profiles that were marked as potential duplicates of one another during the specified time period. The information provided in this report can help you determine whether the matching threshold and the duplicate threshold are configured accurately. Review this report daily to ensure potential duplicates are managed in a timely manner, and use this report as a work list when processing potential duplicates.

• Merge Transaction Report - This report displays a list of all enterprise records that were merged during the specified time period. Review this report daily to ensure that no profiles were merged in error. Sun master index applications provide the ability to unmerge any merged profiles.

• UnMerge Transaction Report - This report displays a list of all enterprise records that were unmerged during the specified time period.

• Update Report - This report displays object profiles whose information was updated during the specified time period. Review this report daily to verify the updates made in a given day. This report can help explain why a resolved potential duplicate listing was reinstated to the potential duplicate list.

EDM Activity Reports

Activity reports should be run weekly, monthly, and yearly to obtain statistical data about the transactions that are processed through the master index database. These reports give the number of each type of transaction performed for the specified week, month, or year. They also provide cumulative information for the week, month, or year to date. The information you find in these reports helps analyze the condition of the data by giving you the number of potential duplicates created, the number of assumed matches, and so on.

• Weekly Activity Report - This report displays a summary of transactions that occurred against the database on each day for the specified calendar week (always Sunday through Saturday). The information provided in this summary includes the number of each of the following transactions performed each day.

  • Add

  • Update

  • EUID Deactivate

  • EUID Merge

  • EUID Unmerge

  • LID Merge

  • LID Unmerge

  • LID Transfer

  Monthly Activity Report - This report displays a summary of transactions that occurred against the database during the specified month. You can run this report for any calendar month. The information provided in this summary includes the number of each of the following transactions that were performed for the month:

  • Add

  • EUID Deactivate

  • EUID Merge

  • EUID Unmerge

  • LID Merge

  • LID Unmerge

  • Unresolved Potential Duplicates

  • Resolved Potential Duplicates

  Yearly Activity Report - This report displays a summary of transactions that occurred against the database for the specified calendar year. You can run this report for any calendar year. The information provided in this report includes a summary of each transaction listed for the monthly activity report above.

EDM Search Result Reports

In addition to viewing a search result list on an EDM window, you can create and print a search result report. This allows you to view a complete list of all profiles in a result set rather than viewing them one page at a time. You can generate search result reports for general, transaction history, assumed match, potential duplicate, and audit log search results. These reports are accessed from the Search Results page for the search you performed. Search result reports can be viewed online or sent to a printer of your choice. The fields that appear on the reports depend on the fields that appear on the Results page for the type of search you performed. For instructions on running a search result report, see Creating and Printing a Search Result Report.

Configuring EDM Reports

The report files are configured by the Enterprise Data Manager file (edm.xml) in the master index project. For detailed information and instructions on configuring the reports, see Configuring Sun Master Indexes (Repository) and Understanding Sun Master Index Configuration Options (Repository).

Masked Data and EDM Reports

Though the EDM can be configured to hide certain fields from users who do not have the appropriate security permissions, reports generated from the EDM will display the hidden data if those fields are configured to appear on the reports. Be sure to only give access to users who should be able to view this information, or do not include hidden fields in the reports.