Generating a New Report Parent topic

  1. Navigate to Reports → Generate Reports.
    The Generate Report screen appears.
  2. Click Add.
    The Add Reports screen appears.
  3. Define the report:
    Report Name accepts up to 100 alphanumeric characters and must be a unique name. These special characters are not accepted: <>*^|&?\/
    Report Title accepts up to 40 characters.
    • DLP supports these special characters: @^&*()-_..
    • DLP does not support these special characters: `~!#$%+=[]\;',/{}|:"<>?
    Recurrence Pattern specifies how often to run the report. When you select a recurrence type, additional fields appear so you can enter report details:
    • One-time: specify the date range for the report.
    • Daily: specify how often to run the report, such as every 1 day, every 2 days, and so forth. The Range of Recurrence group box appears so you can specify when to start and end the daily reports.
    • Weekly: specify the day of the week and how often to run the report, such as every 1 weeks, every 2 weeks, and so on. The Range of Recurrence group box appears so you can specify when to start and end the weekly report.
    • Monthly: specify whether the report should run on the last day of the month or whether it should run on a specific day. Specify how often to run the report, every 1 month, every 2 months, and so on. Also, the Range of Recurrence group box appears so you can specify when to start and end the monthly report.
      Note
      Note
      For Executive Summary Information reports, you can only select One-time or Weekly.
    Report By specifies users and agents to report and the report data to include.
    • Select whether to report by endpoint agents, network agents, or both, as well as whether to report on a specific user, endpoint, or network device.
      Network Agent details are only available if you are running DLP Network Monitor. If you are running Network Monitor and select All Network Devices, one report aggregates and displays all detection by connecting DLP Network Monitor devices. The report identifies the devices that detect the data.
    • Select report data from the following categories:
      * Top Incident Source Information
      * Summary Information
      * Executive Summary Information
      * Compliance Audit Report
    Time to Keep This Report specifies how long to keep this report in archived reports. When the time limit expires, DLP purges the report.
    Email This Report specifies email address, subject and recipient list. If this option is enabled, the To and Subject fields are required.
    Note
    Note
    Except for email recipients, DLP reuses SMTP account settings configured at Administration → Application Settings → Server Side Alert Email Notification to send the report.
  4. Click Save or Preview Report.
    Note
    Note
    If DLP Network Monitor is unable to upload a log to the DLP management server, DLP Network Monitor sends the log again.