ON PREMISES SOLUTIONS

Reports

For more information on the Reports screen click here.

To access Reports actions go to the Analytics page and select one of the report types.

Running reports

To run a report follow the steps below:

  1. Select a report from the list or use the search box to find a specific report and click it:

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  2. Click the Run Report button at the right side of the screen:

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Saving reports

Once a report has been generated by completing the search criteria, it can be saved so that it can be easily run again in the future or attached to a Schedule.

Note

It is best practice to run the report and ensure you have the expected results before saving it

To save a report, follow the steps below:

  1. Click the drop-down menu in the upper right side of the screen.

  2. Select Save.

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  3. Enter a descriptive name for the report.

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    Note

    Select the Make favourite checkbox if you want the report added to the Favourites panel.

  4. Click Save.

The report is now saved and available in the Save panel.

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Deleting reports

To delete a report simply click the email_sec_delete.png button in the left side of the Saved panel that corresponds to the report you wish to remove:

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Download Reports

To download a report, follow the steps below:

  1. Click the drop-down menu in the upper right side of the screen.

  2. Select Download.

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Note

Other report types, such as charts provide multiple options for downloading:

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For more information refer to Analytics

Scheduling reports

To schedule a report, follow the steps below:

  1. Click the drop-down menu in the upper right side of the Reports & Charts pane.

  2. Select Schedules.

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  3. Click on the Add a schedule button or on one of the days in the calendar. The latter will automatically set the first day of the report to the one you selected from the calendar.

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  4. Fill in the required information:

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    • Start date - the first time you want the report to run.

    • Frequency - how often the report should run.

    • Report - select which report you want to run from your saved reports list.

    • Format - select the output format of the report: comma separated values (.csv) or excel (.xlsx).

    • Recipients - add which email addresses you want the report sent to. They will receive an email containing a download link.

    • Email empty report - if selected, emails will be sent to the recipients even if the reports returned no results.

  5. Click the Add button.

The scheduled report will now appear on your calendar.

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Editing a scheduled report

To edit a scheduled report follow the steps below:

  1. Click the drop-down menu in the upper right side of the Reports & Charts pane.

  2. Select Schedules.

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  3. Look for the scheduled report in the calendar and select it.

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  4. Make the desired modifications.

  5. Click Update.

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    Note

    You can use the scheduler-resume.png pause and scheduler-pause.png unpause buttons to turn scheduled reports on or off.

    You can use the Delete button to permanently cancel the schedule. The report itself will not be deleted.

Managing scheduled reports

To manage scheduled reports, follow the steps below:

  1. Click the drop-down menu in the upper right side of the Reports & Charts pane.

  2. Select Schedules.

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A calendar will be displayed of all scheduled reports:

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You can also switch to the list view by clicking the scheduler-inverted.png button in the upper right side of the screen.

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Note

You can use the scheduler-resume.png pause and scheduler-pause.png unpause buttons to turn scheduled reports on or off.

You can use the email_sec_delete.png button to permanently cancel the schedule. The report itself will not be deleted.

Log Archives

In the Log Archives screen you can find previously exported or scheduled reports.

To access the Log Archives, follow the steps below:

  1. Click the drop-down menu in the upper right side of the Reports & Charts pane.

  2. Select Log Archives.

A list of previously exported or scheduled reports will be displayed.

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The following information will be made available for each archived report:

  • Timestamp (UTC) - the date and time archive was created (when the report was exported or created for the schedule).

  • Product - the name of the product the report was created in.

  • Retention - the period the item will be kept. The standard for all Email Security reports is 3 months.

  • First Entry (UTC) - the date and time of the first entry in the archive.

  • Last Entry (UTC) - the date and time of the last entry in the archive.

  • Records - the number of records contained in the archive.

Note

You can click the email_sec_download.PNG button to download the report to your computer.

Combining charts

You can combine one or more charts following the steps below:

  1. Click the drop-down menu in the upper right side of the Reports & Charts pane.

  2. Select Combine charts.

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  3. Enter a descriptive title for the new report.

  4. Select the reports you wish to combine.

  5. Click Combine.

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A new report will be created that contains data from all of the selected reports.