Creating a new custom report

When you create a custom report, you should have an idea of the kind of data you want to present. Consider your audience and what you plan to show. Once you create a new report, you can then define the data set you want included. You can also modify any report after it has been created, which allows you to adjust the data set to meet your needs.

To create a custom report

1. From the product menu, click Reports > Custom Reports.
2. Click Add Report.
3. In the Create New Report wizard, choose a Data type.

4. Under Data, expand a filter, and type or select the information you want. As you type, data that matches appears in the report columns. For example, type the first few characters of a certificate file name.

   Filter Categories for Agents

   • Basic Properties. This group allows filtering on basic client properties, such as hostname and virtual machine ID.
   • Communication History. This group allows filtering based on a client's connection history.
   • Advanced Client Details. This group allows filtering on advanced client properties, such as group, client ID, trust level, and client version.
   • Network Details. This group allows filtering on variable network details, such as IP address, subnet, MAC address and other values.
   • Hardware and Virtualization. This group allows filtering on various hardware and VM attributes.
   Filter Categories for Certificates

   • Quick Filters. These are pre-defined filters that are commonly used.
   • Common Filters. This group allows you to quickly filter by status, risk, certificate name, or folder location.

   • Certificate Properties. This group gives you a comprehensive list of certificate properties, giving you the ability to target the precise record you are looking for.

     • Installations: When you add the Installations column, two things happen:

       • Five (5) additional columns are added to the report. They are Installation Type, Device, Contacts, Installation Status, and SSL/TLS Validation Port.

       • The report displays a qualifying certificate multiple times, once for every installation, so that all installations can be reported on.

         

         EXAMPLE  A report that might only contain 10,000 rows if Installations is not selected might have 45,000 rows when the Installations column is added. This is in addition to the five new columns, as mentioned above.

   • Validation. This group allows you to filter certificates by their validation data, including end-entity validation results, chain results, and protocol validation.
   • Discovery. This group allows you to filter certificates by their discovery meta data, including inventory date and creation date.

   EXAMPLE  If you only want to include self-signed certificate data in your report, then in the Issuer field of the Certificate Properties group, begin typing Self Signed, and then press Enter when Self Signed appears.

   For more information about filtering for Certificates, see Finding assets using filters on the Certificate Inventory list.

   Filter Categories for SSH Keys

   • Common Filters. This group allows you to quickly filter by status, risk, certificate name, or folder location.
   • Properties. This group allows you to filter the list on SSH properties like algorithm, key length, trusts, etc.

   For more information about filtering for SSH keys, see Finding SSH assets using filters.

5. (Optional) If you want to add, delete, reorder, or sort the report's columns, click Edit Columns.

   To learn about editing columns, see Editing columns in the Certificate Inventory list.

6. When the result list shows the data you want to see in the report, click Next.

7. Follow the onscreen prompts to set the Delivery settings for the report, and then click Next.

   In particular, note the Skip delivery if no report data is generated option. If this option is not selected, a report will be generated and delivered even if no data is in the report. We recommend you select this option to reduce the delivery of unnecessary (and unhelpful) empty reports.

8. Follow the onscreen prompts to set the delivery schedule for the report, and then click Next..
9. Follow the onscreen prompts to configure and name your new report.
10. When you're done, click Save & Finish.

You'll see your new report in the Reports list.

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