File Protection Manager Reports
SECURITY Full Access privileges in File Protection Manager
NAVIGATION Reports
The Reports tab allows File Protection Manager users with Full Access privileges to report on File Protection Manager activities, such as team creation and management, manager user logins, branding changes, and to:
- Create and save the reports that you run on a regular basis
- Schedule reports for automatic generation and email delivery
- Export reports
NOTE If you wish to report on specific teams, end users, or devices, please refer to Reports.
The following filters and filter options are available:
Filters | Filter Options |
---|---|
Event Type | Team Created Team Updated Team Deleted Team Managed
Notification Updated Team Account Updated |
User | Enter Filter Value (name or email) User selector |
Date |
Today |
How to...
- Click the link for the filter you want to use (Event Type, User, or Date).
- In the dropdown area:
- Select the specific filter value you wish to apply, or
- Enter the filter criteria and click the Filter link.
- The report will automatically refresh to display events that match the filters you have selected.
NOTE You can add as many filters as you like. To remove a filter, click the next to the filter.
NOTE A maximum of 100,000 events can be exported. If that amount is exceeded, the report will be truncated.
- When viewing a report, click the button.
This will open the Export Report popup window: - Click the Export button.
- When the report has finished generating, click the Download button.
- You will be prompted to open or save your report.
- Select your report criteria.
- Click the Manage Reports button and select Save Current Report. This will open the Save Report popup window:
- Enter a name for your report.
- Optionally, select the Schedule automatic creation of the report check box. If you do not wish to schedule the report, skip to step 6.
- Complete the scheduling fields as follows:
Field | Definition |
---|---|
When to create the report (Daily, Weekly, Monthly) |
Select a radio button to set the report occurrence frequency. If you select Weekly, you must also select a day of the week. If you select Monthly, you must also select a day of the month. NOTE If you select a day of the month that the month does not contain (for example, a report scheduled to run on the 31st of every month will eventually run in February, which only has 28 days), the report will run on the last day of the month in that instance. |
Time | Enter the time at which the report should be generated in HH:mm format. This field using a 24-hour clock rather than AM/PM. If you wish to schedule a report for 2:00 PM, for example, you would enter 14:00. |
Time Zone | Select the time zone you wish to use for scheduling this report. |
Send by email to Manager users | Begin typing the name or email address of the recipient, or click the icon to select a name from available recipients. |
- Click the Save button.
- Click the Manage Reports button.
- Click the name of the saved report you wish to run.
- Click the Manage Reports button and select the report you want to schedule.
- Click the pencil icon in the upper right corner of the report.
- Select the Schedule automatic creation of the report check box.
- Complete the scheduling fields as follows:
Field | Definition |
---|---|
When to create the report (Daily, Weekly, Monthly) |
Select a radio button to set the report occurrence frequency. If you select Weekly, you must also select a day of the week. If you select Monthly, you must also select a day of the month. |
Time | Enter the time at which the report should be generated in HH:mm format. This field using a 24-hour clock rather than AM/PM. If you wish to schedule a report for 2:00 PM, for example, you would enter 14:00. |
Time Zone | Select the time zone you wish to use for scheduling this report. |
Send by email to Manager users | Begin typing the name or email address of the recipient, or click the icon to select a name from available recipients. |
- Click the Save button.
- Click the Manage Reports button and select the report you want to schedule.
- Click the icon icon in the upper right corner of the report.
- Modify the report schedule as needed.
- Click the Save button.
- Click the Manage Reports button and select the report you want to schedule.
- Click the icon in the upper right corner of the report.
- Click the Delete button in the confirmation popup.