Presentation reports

Administrator Help | Forcepoint Web Security and Forcepoint URL Filtering | v8.5.x

Related topics:

Creating a new presentation report

Working with presentation report Favorites

Running a presentation report

Scheduling presentation reports

Viewing the presentation reports scheduled jobs list

Use the Reporting > Presentation Reports page to generate bar charts, trend charts, and tabular reports in HTML, PDF, or Microsoft Excel (XLS) format.

Available reports and templates are found in the Report Catalog, which organizes them into related report categories. Your subscription determines which report categories and predefined reports appear in the catalog. For example, report categories like Real Time Security Threats and Scanning Activity require Forcepoint Web Security.

Expand a category to see the reports or templates that it includes.

Click a report title to see a brief description of the information included in the report.

To run a presentation report:

Select the report in the catalog, and then click Run. The Run Report page appears.

Specify report details as explained in Running a presentation report.

If you run the report in the foreground (do not schedule the report to run), the report is not automatically saved when you close the application used to view the report (a web browser, Adobe Reader, or Microsoft Excel, for example). You must save the report manually.

If you run the report in the background (schedule the report to run immediately), when the report completes, a copy is saved, and a link to the report appears on the Review Reports page.

To use any template, predefined report, or custom report in the Report Catalog as the basis for a new report:

Select a report or template name in the catalog.

If you select a report template:

A New Trend Report shows Internet activity trends over time.

A New Top N Report shows top levels of Internet activity with the characteristics you specify.

Click Save As.

Provide a name, title, and report category for the new file.

If you are using a report template, also define the report dimensions (i.e., what is measured and the unit of measurement).

For instructions, see Creating a new presentation report.

To refine the report, edit the report filter. The report filter controls elements such as which users, categories, protocols, and actions are to be included in your report.

For instructions, see Defining the presentation report filter.

To make changes to the report filter for any custom report, select the report, and then click Edit. You cannot modify or delete predefined reports or report templates.

To delete a custom report, select the report, and then click Delete. If a deleted report appears in any scheduled jobs, it will continue to be generated with that job. See Viewing the presentation reports scheduled jobs list for information about editing and deleting scheduled jobs.

Reports that are used frequently can be marked as Favorites to help you find them more quickly. Just select the report, and then click Favorite (see Working with presentation report Favorites). Mark Show Favorites only to display only templates that you have marked as favorites in the Report Catalog.

Use the buttons at the top of the page to schedule reports to run later, view scheduled report jobs, and view and manage reports created by the scheduler.

Click Scheduler to define a job containing one or more reports to be run at a specific time or on a repeating schedule. See Scheduling presentation reports.

Click Job Queue to see and manage a list of existing scheduled jobs, along with the status of each job. See Viewing the presentation reports scheduled jobs list.

Click Review Reports to see and manage a list of reports that were successfully scheduled and run. See Reviewing scheduled presentation reports.