Running cardholder reports in Genetec Security Center

Prerequisites

• Privileges: Ensure your role can run access control reports and view cardholder data.
• Timeframe: Know the incident window or audit period (e.g., last 24 hours, last quarter).
• Entities: Identify the cardholders, doors, areas, and credentials you need to filter.

Choose the report type

• Cardholder activities: Who did what, where, and when (grants, denials, access events).
• Cardholder configuration list: Current cardholder records (names, status, credentials).
• Cardholder access rights: What each cardholder is allowed to access (rules, schedules, doors).

Run a Cardholder activities report

1. Open Security Desk

   • Action: Launch Security Desk and go to the Tasks panel.

2. Add the report task

   • Action: Click Add task > Cardholder activities.

3. Set the time range

   • Action: Choose From/To dates and times.
   • Tip: Use presets like “Last 24 hours” for quick audits.

4. Filter entities

   • Action: Under Cardholders, add specific people or groups.
   • Action: Optionally add Doors/Areas and Event types (Access granted, Access denied, Invalid credential, etc.).

5. Run the report

   • Action: Click Generate (or Search). Results appear in the events list; video tiles may populate if linked.

6. Review and refine

   • Action: Sort by Time, Cardholder, or Door; adjust filters and re-run if needed.

Run a Cardholder configuration list

1. Add the report task

   • Action: In Tasks, click Add task > Cardholder configuration (or Cardholders).

2. Apply filters

   • Action: Filter by Status (Enabled/Disabled), Departments, Cardholder groups, or Credential state (Active/Expired).

3. Generate the list

   • Action: Click Generate to view current records and key fields (name, ID, status, credentials).

4. Use for audits

   • Action: Export to CSV/XLSX/PDF for HR/security reviews and reconciliations.

Run a Cardholder access rights report

1. Add the report task

   • Action: Click Add task > Cardholder access rights.

2. Select cardholders

   • Action: Add individuals or groups you want to audit.

3. Scope entities

   • Action: Optionally filter by Access rules, Schedules, Areas, or Doors to focus the output.

4. Generate and interpret

   • Action: Click Generate to see which doors/areas and schedules each cardholder can access.
   • Action: Use this to validate least-privilege and correct misconfigurations.

Save, export, and share

• Save template: Create a report, click Save as template, name it (e.g., “Daily cardholder denials”), and set default filters/time range.
• Export results: Click Export and choose CSV, XLSX, or PDF. Include column selections that match your audit needs.
• Schedule (if enabled): Use scheduled exports/email distribution for recurring audits (daily/weekly/quarterly).

Tips and troubleshooting

• Empty results: Widen the time range or remove restrictive filters; verify the Archiver and Access Manager are healthy.
• Too many rows: Narrow to key Event types (e.g., denials) or specific Doors/Sites to keep the report actionable.
• Names vs. IDs: Add both Cardholder Name and Cardholder ID columns in exports to simplify cross-referencing with HR.
• Compliance: Prefer configuration and access-rights reports for quarterly reviews; use activities for incident investigations.