Creating One-time Reports

Use the One-time Reports screen to generate reports on demand. When creating reports, specify whether to use custom or static templates.

  1. Go to Detections > Reports > One-time Reports.

    The One-time Reports screen appears.

  2. Click Add.

    The Add One-Time Report > Step 1: Contents screen appears.

  3. Type a name for the report in the Name field.
  4. (Optional) Type a description for the report in the Description field.
  5. In the Report Content section, select one of the following template types:

    • Custom Templates: Select one or more custom report templates.

      Note:

      Selecting multiple custom templates generates a single report that displays formatted data from all selected templates.

      For more information about creating custom report templates, see Adding or Editing Custom Templates.

    • Static Templates: Select one or more of the static templates provided by Trend Micro.

      1. Select a static template from the Report category drop-down.

      2. Select the data to display in the report and specify any corresponding parameters.

  6. Select the report generation format.

    • Custom template report formats:

      • Adobe PDF format (*.pdf)

      • HTML format (*.html)

      • XML format (*.xml)

      • CSV format (*.csv)

    • Static template report formats:

      • Adobe PDF format (*.pdf)

      • Microsoft Word format (*.docx)

      • Microsoft Excel format (*.xlsx)

  7. Click Next.

    The Add One-Time Report > Step 2: Targets screen appears.

  8. Specify targets using one of the following views.

    • Product Directory: Select the managed products or folders containing the managed products that provide the report information.

    • Tags and filters: Select up to 10 custom tags, filters, or important labels containing the users or endpoints that provide the report information.

      Note:

      • The Tags and filters view is only available for custom report templates.

      • Reports generated by a user account only include data from endpoints that the user account is authorized to view. If a user account selects a tag, filter, or importance label containing endpoints that the user account does not have permission to view, then the generated report excludes data from the unauthorized endpoints.

      • Editing a tag, filter, or importance label on the User/Endpoint Directory screen also modifies the corresponding tag, filter, or importance label used by log queries and reports. For example, if the an endpoint is removed from a custom filter on the User/Endpoint Directory screen, then log queries and generated reports that use the filter will exclude data from the removed endpoint.

  9. If the report contains data from a Network VirusWall Enforcer device, specify the clients from which the reports generate:

    • All clients: Generates reports from all Network VirusWall Enforcer devices

    • IP range: Generates reports from a specific IP address range

    • Segment: Generates reports from a specific network segment

  10. Click Next.

    The Add One-Time Report > Step 3: Time Period screen appears.

  11. Specify the time period for the report.
  12. Click Next.

    The Add One-Time Report > Step 4: Message Content and Recipients screen appears.

  13. (Optional) Email the report as an attachment to selected recipients.
    1. In the Subject field, type a title for the email message that contains the report.
    2. In the Message field, type a description about the report.
    3. Select Email the report as an attachment to send the report to selected recipients.
    4. Select contact groups or user accounts.
    5. Click >>.

      The selected contact groups or user accounts appear in the Recipient list.

  14. Click Finish.

    The One-time Reports screen appears and displays the newly added report generation task.

  15. To view a generated report:
    1. Click the View link in the View column for the generated report you want to view.
    2. Open or save the generated report file.
Parent topic: One-time Reports