Report Management

Generate, schedule, and view reports based on security data within your environment.

Important:

This is a “Pre-release” feature and is not considered an official release. Please review the Pre-release Disclaimer before using the feature.

Create, manage and schedule reports designed to present an overview of your company's security posture utilizing security data within your environment. Report templates gather information from various applications and generates reports in formats that are easy to share with stakeholders within your company.

The following table outlines the tabs on the Report Management screen (Risk Insights > Report Management).

Tab

Description

Create Report

Allows you to create a scheduled or one-time report using templates

  • Click a template to create a new report.

    For more information, see Configuring Reports.

  • Click View CSV Fields to see a list of data fields included in the CSV report.

  • Click View PDF Sample to see a preview of the PDF report format.

Generated Reports

Displays all previously generated reports and status information

  • Click the download icon () in the Actions column to download a report.

  • To delete generated reports, select any number of reports and click Delete.

    Note:

    Deleting a report only deletes the generated CSV or PDF and does not delete any related schedules.

Scheduled Report Settings

Allows you to manage and configure report settings for scheduled report generation

  • Click a report name to view or edit the settings of a scheduled report.

    For more information, see Configuring Reports.

  • To delete a reports schedule, select any number of reports and click Delete.
  • Configuring Reports
    Use templates to create and edit customized one-time or recurring reports based on security data within your environment.
Parent topic: Risk Insights