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

• Custom

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.

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.