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.
In this article, you will learn more about:
Introduction: How reports work
You can create reports from filtered views of a section to automatically and regularly receive information that is relevant for you.
First, set up filters, columns, and groupings in a section and save them as a shared layout. Learn more about layouts here. These shared (and also predefined) layouts can then be selected when creating a report so that the admin can choose which customized info from individual sections will be part of the report.
How to create a report
To create a report, go to 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.
Selecting users in the Include users section 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.