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Scheduled Reports

Purpose

This document describes the Scheduled Reports view.

Introduction

Generating comprehensive reports from one or multiple assets allows for a detailed analysis of vulnerabilities or compliance issues associated with each asset. These reports can be customized to different levels of detail, including summary, management, or detailed views, to best meet the needs of the recipient. Reports can be generated in various formats such as PDF, Excel, or XML, and compressed into password-protected ZIP archives for secure delivery via email, direct download, or storage in the Report Library. Additionally, reports can be generated on demand or scheduled to cover specific timeframes, with scheduled reports being accessible in the Scheduled Report view.

See Schedules on how to create schedules for the Scheduled reports.

See Reports on how to set up a scheduled report.

Description

The Scheduled reports view provides an overview of the automated reports which are generated and distributed via e-mail or the stored in the report library.

Portal_ScheduledReports_Table.png

Columns

Column

Description

Created

When the schedule report was created

Created by

Who created the schedule report

Customer ID

Customer identification number

Delivery (1

Type of delivery:

Sent to Report Library

Sent by E-mail

Enabled

[Explain the difference of enabled and disabled in this context.]

Enabled

Disabled

ID

ID number

Last Sent

When it was last sent

Name

Name of the scheduled report

Next occurrence

When the report will run again

Report Type (2

Report type

  • Compliance

  • Vulnerability

Report view template name

[Explain the functions of report view template in this context.]
SCALE
SWAT

Tags

Available tags

Update

When it was updated

Updated by

Who updated it

Right clicking an object displays the context menu where you can tag scheduled report by clicking the Edit tags command. For more information about tagging see Tags.

In the context menu you can trigger a schedule to send a report directly by using the the Send now command.

Portal_ScheduledReport_Menu.png

The Delete command in the context menu removes the scheduled report.

Scheduled Reports Settings

Settings

A Scheduled report can be reconfigured by selecting it and open the settings form. The view display the same settings as when setting up the reports in Generate Reports.

Portal_ScheduledReports_Settings.png

Name

The set report name can be changed to better suit the updated report schedule.

Report Type

Portal_ScheduledReports_Settings_ReportType.png

  • Compliance - A compliance scan is performed to assess a target against a set of rules as per security standards. The result shows if the target is compliant with the standards selected for the scan.

  • Vulnerability - A vulnerability scan is performed to evaluate assets for security vulnerabilities that can be exploited. The result shows if the asset suffers from one or more of the known vulnerabilities.

Drop-down menu provides optional built in templates for filtering report such as:

  • SWAT

  • Scale

  • Fixed

  • Not fixed

  • Open and older then 90 days

Scope

Portal_ScheduledReports_Settings_Scope.png

Assets

Add the assets that the report should cover

See Assets for more information.

Additionally include assets with the following tags:

See Tags for more information

Detail Level and Format

Portal_ScheduledReports_Settings_DetailLvlFormat.png

Detail Level

The detail level can be adjusted based on the target recipient of the report. The amount of information varies in each type, thus making each report exclusive depending on the functionality and audience. There are three report levels available:

  • Management

  • Summary

  • Detailed

For more information, see Report Levels in the Reports document

Format

A report can be exported in the most commonly and widely used document formats. 

The available reporting formats are:

  • PDF - This is the most commonly used reporting format.

  • Excel - The reports generated using excel format, have a lot of tabular information, which can be useful when reporting information to IT/Security department or similar divisions.

  • XML - This format is the default industry standard used for data exchange and integration. The reports generated in XML format are typically used for integration and automation.PDF

Compress the file (zip)

To password protect the ZIP-file, provide a password that will be required to open the generated file.

Delivery

Portal_ScheduledReports_Settings_Delivery.png

A scheduled report can be delivered as e-mail to one or more users or be stored in the Report Library. See the Report Library document.

  • Send by e-mail

    • Users - enter one or more recipients to receive the report by e-mail.

  • Send to Report library

    • Name - Enter a filename for the file that will be generated in the Report Library.

    • Tags - Enter a tag that will be attached to the report file.

Report Timeframe

Portal_ScheduledReports_Settings_ReportTimeframe.png

Set the timeframe that the report should cover. Select a predefined value in the list or set a custom timeframe by entering a start date and a end date under the Custom selection.

  • Last day

  • Last week

  • Last month

  • Last quarter

  • Last year

  • Custom

    • Start date

    • End date

Schedules

Clicking the schedule tab displays a list of available schedules associated to the scheduled report.

Edit Schedule

To edit the schedule click the edit (pen) icon the edit the schedule.

Remove Schedule

Click the bin icon to remove a schedule.

This only removes the schedule from the list, it will still be available under Automation > Schedules and need to be deleted from here as well to be completely removed.

Add Schedule

Click the (plus) plus sign to open the Add a schedule form to create a new schedule.

Use an existing schedule

When adding a schedule you can choose to use an existing schedule or create a new.

To use a existing schedule open the drop-down menu to select a schedule from the list of available schedules.

Portal_ScheduledReports_AddSchedule_UseExcisting.png

Create new schedule

When creating a new schedule a form is displayed. This is the same form as in Schedules

Portal_ScheduledReports_AddSchedule_CreateNew.png

Once added, the schedule is available in Automation > Schedules as well.




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