Defining the report filter

Working with Reports > Working with presentation reports > Defining the report filter

Email Security Manager Help | Email Security Solutions | Version 7.8.x

Report filters let you control what information is included in a report. For example, you might choose to limit a report to selected email senders, email recipients, or message scanning results (such as clean, virus, spam, commercial bulk, or Data Security). You can also give a new name and description for the entry in the Report Catalog, change the report title, specify a custom logo to appear, and designate the new report as a Favorite.


	Note Using a custom logo requires some preparation before you define the report filter. You must create the desired graphic in a supported graphic format and place the file in the appropriate location. See Customizing the report logo.

The filter for predefined report templates cannot be changed. You can edit the filter for a custom report when you create it by choosing Save and Edit on the Save As New Report page, or select the report in the Report Catalog at any time and click Edit.

The Edit Report Filter page has separate tabs for managing different elements of the report. Select the items you want on each tab, then click Next to move to the next tab. For detailed instructions on completing each tab, see:

Setting general report options

Selecting email senders for the report

Selecting email recipients for the report

Selecting message scanning results for the report

On the Save tab, choose whether to run or schedule the report, and save the report filter. See Saving the report filter definition.

Setting general report options

Use the General tab of the Presentation Reports > Edit Report page to configure general report characteristics, as follows:

1.	Modify the name that appears in the Report Catalog for this report by entering a new name in the Report catalog name entry field. The name can have up to 76 characters.

This name does not appear on the report itself; it is used only for identifying the unique combination of report format and filter in the Report Catalog.

2.	Modify the title that actually appears on the report in the Report title entry field. The title can have up to 85 characters.

3.	Use the Description field to modify the brief report description that appears in the Report Catalog. The description can have up to 336 characters.

The description should help you identify this unique combination of report format and filter in the Report Catalog.

4.	Use the Logo drop-down list to specify a logo for your report. The default entry is Websense Logo. Select No Logo if you do not want a logo displayed on this report.

The list also contains filenames for custom logo image files if you have created and stored supported image files in the appropriate directory. See Customizing the report logo.

5.	Mark the Save as Favorite check box to have the report selected as a Favorite.

The Report Catalog shows a star symbol beside Favorite reports. You can select Show only Favorites on the Report Catalog page to reduce the number of reports listed, which enables you to move more quickly to a particular report.

6.	After all entries and selections are complete, click Next to open the Senders tab.

Customizing the report logo

By default, presentation reports display the Websense logo in the upper left corner. When you create a custom report and edit its report filter, you can choose a different logo, which you have already prepared and copied to the appropriate directory, as follows:

1.	Create an image file in one of the following formats:

.bmp, .gif, .jfif, .jpe, .jpeg, .jpg, .png, .ttf

Use a maximum of 25 characters for the image file name, including the file extension.

2.	Copy the image file to the following default installation directory (or to your own installation directory):

C:\Program Files (x86)\Websense\Email Security\ESG Manager\tomcat\PRTemplate\jasperreports\images

All supported image files in this directory automatically appear in the Logo drop-down list on the General tab of the Edit Report Filter page. The image is automatically scaled to fit within the space allocated for the logo. (See Setting general report options.)

Selecting email senders for the report

The Senders tab of the Presentation Reports > Edit Report page lets you control which senders are included in the report data. You can select only 1 type of sender for each report.

No selections are required on this tab if you want to report on all senders.

1.	Select a sender type from the drop-down list.

2.	Set the maximum number of search results from the Search limits drop-down list (from 10 - 1000). Default value is 10.

Depending on the email traffic in your organization, there may be large numbers of users, groups, or domains in the Log Database. This option manages the length of the results list, and the time required to display the search results.

3.	Enter 1 or more characters for searching, and then click Search.

Use an asterisk (*) as a wildcard to signify missing characters. For example, J*n might return Jackson, Jan, Jason, Jon, Joan, and so forth.

Define your search string carefully, to ensure that all desired results are included within the number selected for limiting the search.

4.	Highlight 1 or more entries in the results list, and click the right arrow button (>) to move them to the Selected Senders List.

5.	Repeat steps 2 - 4 as needed to conduct additional searches and add more senders to the Selected Senders List.

6.	To delete an entry from the Selected Senders List, select the entry and click Remove.

7.	After you are finished making selections or deletions, click Next to open the Recipients tab.

Selecting email recipients for the report

The Recipients tab of the Presentation Reports > Edit Report page lets you control which recipients are included in the report data. You can select only 1 type of recipient for each report.

No selections are required on this tab if you want to report on all recipients.

1.	Select a recipient type from the drop-down list.

2.	Set the maximum number of search results from the Search limits drop-down list (from 10 - 1000). Default value is 10.

3.	Enter 1 or more characters for searching, and then click Search.

Use an asterisk (*) as a wildcard to signify missing characters. For example, J*n might return Jackson, Jan, Jason, Jon, Joan, and so forth.

Define your search string carefully, to ensure that all desired results are included within the number selected for limiting the search.

4.	Highlight 1 or more entries in the results list, and click the right arrow button (>) to move them to the Selected Recipients List.

5.	Repeat steps 2 - 4 as needed to conduct additional searches and add more recipients to the Selected Recipients List.

6.	To delete an entry from the Selected Recipients List, select the entry and click Remove.

7.	After you are finished making selections or deletions, click Next to open the Message Scanning Results tab.

Selecting message scanning results for the report

The Message Scanning Result tab of the Presentation Reports > Edit Report page lets you determine which results of email scanning are included in the report. Selections are Clean, Virus, Spam, Data Security, Commercial Bulk, Custom Content, Block List, Phishing, and ThreatScope. The Block List type applies to a message that is blocked by a Personal Email Manager Always Block List. By default, all available scanning result types are selected.

Click Next to open the Save tab.

Saving the report filter definition

The Save tab of the Presentation Reports > Edit Report page displays the name and description that will appear in the Report Catalog, and lets you choose how to proceed.

1.	Review the Name and Description text.

If any changes are needed, click Back to return to the General tab, where you can make those changes. You cannot edit the name or description text in the Save tab. (See Setting general report options.)

2.	Indicate how you want to proceed:

Select Save to save the report filter and return to the Report Catalog.

Select Save and run to save the report filter and open the Run Report page. See Running a presentation report.

Select Save and schedule to save the report filter and open the Scheduler page. See Scheduling a presentation report.

3.	Click Finish to save the report name and description and implement the selection made in step 2.

Working with Reports > Working with presentation reports > Defining the report filter

Support

Search

Article Rating:

Quick Links

Service Requests

How are we doing?