Reports

 

• Click 'Reports' on the menu bar

• The 'Reports' interface lets you generate and view reports on:

• Service desk tickets

• Managed devices

• Malware identified on managed devices

• Files discovered on managed devices

• Files submitted to Valkyrie for analysis and their verdicts

• You can generate a report on demand, or schedule automatic reports at set intervals

Open the reports interface

• Click 'Reports' on the menu bar
  

 

The interface has two tabs:

• On Demand Reports - Manually generated reports

• Scheduled Reports - These reports are automatically generated at set intervals you choose.
  

Reports - Column Descriptions
Column Header	Description
Report Name	Label of the report. You specify the report name when you create the report.
Report Type	Module which the report concerns. For example, 'Executive Ticket Summary Report', 'Executive Managed Devices Report' and 'Executive File Statistics Report'.
Date Range/Period	Time period covered by the report.
Schedule	Report frequency. Applies to scheduled reports only.
Status	The current stage of the report.   On-demand reports may have the following statuses: Waiting - Report is waiting to be added to queue Requested – Report is queued In-progress – Report is currently being generated Ready – Report is available to view and download Failed – The CRM encountered an error when creating the report For scheduled reports, the possible values are: Active – The report will be generated at the scheduled times Inactive – The report schedule is disabled You can activate or deactivate a schedule using the options at the top. See View and manage report schedules for more details.
Creation Date	Date and time at which the report was generated.

• You can navigate to different pages by clicking 'Next', 'Prev' or the page number at the bottom

• Click any column header to sort reports based on the column label

• To search for a specific report, enter the name of the report in the search field and click the magnifying glass icon.

The following sections explain how to:

• Create / Schedule reports 

• View the reports 

• View and manage report schedules

Create a New Report

You can instantly generate reports for a specific period, or create a schedule to generate reports periodically. The reports that can be generated are:

• Executive Managed Devices Report

• Executive Windows Antivirus Report

• Executive Ticket Summary Report

• Executive File Statistics Report

• Executive Valkyrie Report

Generate a report or report schedule

• Click 'Reports' on the menu bar

• Click 'New Report' on the top

•  Choose the report type from the options.

The 'Create New Report' dialog appears for the selected report type:

• Report Name - Enter a descriptive label for the report.

• Date Range - Click inside the field to choose the time period covered by the report:

• Click 'Custom Range' to choose specific start and end dates:

• Click 'Apply' to enter your date range 

• Company - Organization whose devices/ files/ tickets are covered by the report

• MSP customers - Select the target company from the drop-down

• Enterprise customers - Cannot change the target company

• Email this report to - Enter the addresses of any admins to whom the report is to be sent. You can add multiple email addresses in the field. Press 'Enter' button after each address.
  

• Set Schedule - Select the frequency at which the report should be generated. Please note, the 'Set Schedule' feature is not available for custom date range.
  

The available options are:

• Once - A one-off report. There will be a slight delay while the report is generated. The report will appear in the list when it is ready.

• Daily - The report will be generated every day.

• Weekly - The report will be generated every week on the day the report was created.

• Monthly - The report will be generated once per month on the day of the month that the report was created.

• Click 'Save'.

 

Note: Daily, weekly and monthly reports are generated between 04:00-05:00 AM (UTC).

View Reports

• Click 'Reports' on the menu bar

• Click 'On-Demand Reports' to view manually generated reports or 'Scheduled Reports' to view auto-generated reports

• Click on the name of a report to view it.
  

• The report will open in pdf format. Click the download button to save a copy.
  

 

View and Manage Report Schedules

• Click 'Reports' on the menu bar

• Click the 'Scheduled Reports' tab

• Click a report name to view it as a pdf

• Select reports using the check-boxes on the left to perform the following actions:

 

• Inactivate Report - Stops the report from being generated at the scheduled times 

• Activate Report - Resume automatic report generation at the scheduled times 

• Delete - Removes the schedule from the list.