Adding Reports and Generating Results

After you create and configure your reports, you can view the reports that are generated based on a schedule in the reports repository. You can also generate configured report results (except for the New Revision report), and view them in the browser or have them saved in SecureTrack's Report Repository.

Adding a Report

Every general report that you create uses a 3-step report configuration wizard. The specific configurable details displayed for each step varies, depending on the report type selected. To create a report and add it to the repository:

  1. Go to Report > General Reports, and click New Report.

    New Report

  2. Step 1- General Criteria: Select the Report Type and Title for the report. Configure all the report specific additional information, as prompted for by the wizard.

  3. Step 2 - Specific Criteria: Select the specific criteria required for the report type selected, for example rules for the Rule Change report or the users and the comparison mode for the Advanced Change report.

    Advanced Change report specific

  4. Step 3 - Output: Configure the report output elements. The specific elements enabeld will vary, depending on the report type selected.

    Parameter

    Description

    Send on event

    Select the events to trigger this report. You can use the <shift> key to select more than one event. The event details available are specific to a report type and the specific devices selected.

    Periodic Scheduling

    Defines a recurring schedule for report generation. The report can be generated on a daily, weekly, or monthly basis. Reporting Period controls how far back the report will span from the time of generation.

    Delivery

    The report can be delivered in any of the following three ways:

    • Send report by email: The report is generated for each of the selected Recipients and emailed to them. The emailed report's formatting (embedded HTML, MHT attachment or PDF attachment) is globally configurable for all users.
    • Export report: This option is available only to SecureTrack Administrators, and only when enabled in the Reports page. A report is generated according to the owner's configured preferences and permissions, and exported according to the configuration in the Reports page. To be notified when a report is generated, select Email me when exported.
    • Save report in Repository: The report is saved and users can later view it by selecting the Reports Repository tab (in Report view). Select Email a link to have a link to the report sent to recipients when a report is generated, provided the recipient's email is configured.

    Recipients

    Recipients: The SecureTrack users who receive the report (or a link or notification). When a SecureTrack User creates a report, only that User is a recipient. When a SecureTrack Administrator creates a report, multiple recipients can be defined. These Recipients are SecureTrack Administrators or Users whose email addresses have been configured in SecureTrack. Other email addresses can be defined, separated by semicolons ( ; ) in the Additional Email Recipients text box.

    Note: In a Multi-Domain environment, administrators (Super and Multi-Domain) can only add users who have permissions for the current Global or Domain context. SecureTrack does not send the report if a specified recipient does not have permission for a device or Domain included in the report configuration when the report is generated.

    Additional Email Recipients

    Enter additional email recipient addresses. Separate the addresses with a semicolon (;)

    Email Subject

    You can click on the field buttons to add the fields to the subject line of the email notifications.

    • Report Fields: You can include the name of the report and the time that the report was generated.
    • Revision Fields: When the report is configured to Send on Event, you can include the name of the device, the revision number, the action that triggered the notification, the name of the administrator who did the action, and the ticket ID associated with the change in the new revision.

    Advanced Settings

    Privacy

    • Hide administrator details - The report does not include the names of users that made changes to policies or the name of the report creator.

    Display Settings

    • Show textual configuration (Cisco only) (when ticket ID recognition is configured) - If selected, the rule Name and Comment fields are removed from the report results. Only the ticket ID is included. This is useful if ticket comments contain confidential information that should not be sent to report recipients, such as administrator details.

    Object definitions - Include definitions of:

    • Groups and members - The report includes the definitions of group objects and their member objects. This is useful for recipients that do not have SecureTrack access. SecureTrack users can click on group objects in the report to see the definitions.
    • Non-group objects - The report includes definitions of non-group objects.
  5. Click Save.

    Saved reports appear in the General Reports list, from which you can Run (Run), Edit (edit domain), or Delete (Delete) any report.

See Configuring SecureTrack Reports for a step-by-step guide to adding and configuring a specific report type.

Generating Report Results

This section is not applicable to PCI DSS Reports.

To generate report results from a configured report:

  1. Select General Reports or Business Ownership as required.

    A list of configured reports (except Business Ownership reports) available for the connected user appears. Each line in the table displays basic information for one report: the report's title, type, relevant devices, recipients and scheduling.

    general reports

  2. For the desired report, click: Run
  3. Configure the following.

    report period

    • Report Period: The time period to be reported upon. For some reports, this setting is a Report Time.
    • Output options: How the report should be displayed or saved:
      • Display the result in the browser: View the result now, as either HTML or a PDF.
      • Save report in repository and email me a link: Report results saved in the repository can be viewed at any time as either HTML or a PDF.
  4. Click Run Report.

The report is generated.

How Do I Get Here?

In SecureTrack, go to Report> General Reports