Schedule New Report
- From the Reports page, click New.
- Enter the following information.Fields with a colored border at the left require a value.
Field Description Name Name of the report. Description A description of the report contents. Filter/Type Select either
- Clouds
- Websites
User Name Enter one or more valid email addresses for the users to include in the report. To include all users, leave this field blank. Configuration/Type Select a report type.
For Clouds, the options are:
- Visibility
- Compliance
- Threat Protection
- Data Security
- IaaS
- Secure Private Access (ZTNA)
- Custom
Executive Summary
For Websites, the default selection is Custom.
Sub-Type Select one or more sub types. The options listed are related to the report type you selected.
For Custom reports, double-click the dashboards from which you want to generate reports. In this example, the selectable charts are from any of the dashboards for Cloud report types.
Drill down to see a list of available charts, click a chart, and click the right-arrow icon to move it to the Selected Charts list. Repeat these steps for each chart to include. In this example, the selectable charts are from the Web Activities dashboard.
Format Select PDF and save the report on your computer. You can open and view the report using a PDF viewer such as Adobe Reader. Frequency Select the time-interval at which the report needs to be generated - either Daily, Weekly, or One Time.
For One Time, select the date range for the data to include in the report and click OK.
Notification Select the type of notification to receive for report activity. - Click Save to schedule the report.The newly created report is added to the list of available reports.
Once a scheduled report is generated, the system triggers an email notification informing the user that the report scheduling is complete and provides a link to access and download the report.
