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How to create reports

Learn how to create and configure reports in Safetica containing various info about data in your company. Specify the info to include, set the sending interval, and select recipients.

You can learn more about reports, such as how they work, what permissions they need, how to download them or disable them here.

 

 

How to create a report

 

To create a report, go to Safetica console > Reports and click Create report. Then you can:

1. Report: Name the report.
2. Select layouts: Select the layouts the report should contain. You can either find them in the list of layouts or search for them by name in the search field.

All predefined and shared layouts are available for selection. Private layouts cannot be used in reports. Learn more about Layouts here.

Please note that selecting more than 5 layouts could affect performance and prolong the time needed for report creation.

3. Security audit: Choose whether to create Security audit - a document that compiles all data from Safetica into an easily understandable format. This report includes various sections focused on security, each featuring a list of observations and suggestions (e.g. policy configurations) for mitigating any security risks using Safetica's capabilities.

4. Settings: Decide how often, when, and in what language the report should be created. Please note that the time interval is not inherited from layouts - the interval selected here in Settigs will be used (daily, weekly, or monthly).

5. Include users: Decide what users/teams the report should include.

By default, users selected in layouts are included in the report. This way, you can have different users in each of the files contained in the report.

Turning off the toggle and selecting other users will override users selected in layouts.

6. Send report to: Choose to whom to send the report via email.

7. Status: Choose whether the report should be enabled or disabled after creation.

To view the last report stored on the server, click View last report.

You can generate a report manually whenever you need to by clicking Generate report now. The generated report will be sent via email and saved to the server. 

 

FAQ

Q: Why isn’t my custom layout visible in the report?
A: If your custom layout is not appearing when creating a report, it is likely set to private rather than shared. Private layouts cannot be used in reports. To make the layout available, you need to change its status to shared. This requires the Reports and shared layouts permission. Learn more here.
 
Q: Can I get reports in PDF format?
A: No, reports are available in the .xlsx format. The Security audit is available in the .docx format.
 

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