Introduction

Our new Report Creation layout feature introduces significant improvements to help our customers create valuable reports quickly and easily. This documentation provides a detailed overview of the two main report types: Comparative Reports and Security Reports.

Comparative Reports

Comparative Reports assess and compare security metrics across organizational units.

Report Creation Process

1. Click "+ Add Report" and select "Comparative Report" as the Report Type.

2. Fill in the following details:

• Name: Enter a name (up to 50 characters)
• Description: Provide a description (up to 240 characters)
• Type: Choose from Comparative per Scope, Group, Sub Group, or Service
• Domain: Filter data to specific domains (default is "All")
• Report Scope: Select the scope based on your chosen type
• Report Mode: Choose between Role-Based or Static
• Recipients: Select recipients based on the chosen mode
• Scheduling & Frequency: Set the start date and frequency

Key Features

• Flexible Comparison: Compare metrics across various organizational levels
• Enhanced Scheduling: Configure reports to run from a specific start date with various frequency options
• Role-Based or Static Reports: Choose between dynamic role-based reports or static reports for specific recipients

Role-Based Report Scenarios

1. Comparison per Service (within a Group)

   1. Sent to Service Owners: A Comparison per Service (within a group) will be sent to the Service Owners of the selected Groups.
   2. Sent to Group and Sub Group Owners: A Comparison per Service (within a group) will be sent to the Group and Sub Group Owners of the selected Groups.
   3. Sent to Scope Owners: A Comparison per Service (within a group) will be sent to the Scope Owners of the selected Groups.

2. Comparison per Sub-Group (within a Group)

   1. Sent to Group Owners: A Comparison per Sub Group (within a group) will be sent to the Group Owners of the selected Groups.
   2. Sent to Scope Owners: A Comparison per Sub Group (within a group) will be sent to the Scope Owners of the selected Groups.

3. Comparison per Group (within a Scope)

   1. Sent to Scope Owners: A Comparison per Group (within a group) will be sent to the Scope Owners of the selected Scopes.

   

   
   

Static Report Scenarios

In Static Report scenarios, X represents the number of different reports that will be sent to each recipient.

1. Comparison per Service: X Comparison Per Service reports, as defined in the scope selection, will be sent to selected recipients.
2. Comparison per Sub Group: X Comparison Per Sub Group reports, as defined in the scope selection, will be sent to selected recipients.
3. Comparison per Group: X Comparison Per Group reports, as defined in the scope selection, will be sent to selected recipients.
4. Comparison per Scope: A Comparison Per Scope report will be sent to selected recipients.

Security Reports

Security Reports facilitate customized posture and operational metrics within a selected organizational scope.

Report Creation Process

1. Click "+ Add Report" and select "Security Report" as the Report Type.

2. Configure the following:

• Name: Enter a name (up to 50 characters)
• Description: Provide a description (up to 240 characters)
• Widgets: Select dashboard widgets to include
• Report Metrics: Choose specific metrics and trending chart metrics
• Time Frame: Select for trending metrics visualization
• Domain: Filter data to specific domains
• Report Scope: Define the organizational scope
• Report Mode: Choose between Role-Based or Static
• Recipients: Select recipients based on the chosen mode
• Scheduling & Frequency: Set the start date and frequency

Key Features

• Customizable Metrics: Select from a variety of trending and total metrics
• Flexible Visualization: Choose metrics for trending charts with customizable time frames
• Comprehensive Widgets: Include various dashboard widgets for a complete view

Role-Based Report Scenarios

• Service Owners: A Security Report for each Service of the selected scope will be sent to the corresponding Service Owners.
• Group Owners: A Security Report for each Group of the selected scope will be sent to the corresponding Group Owners.
• Scope Owners: A Security Report for each Scope of the selected scope will be sent to the corresponding Scope Owners.

Static Report Scenario

For Static Security Reports, a Security report of the defined scope will be sent to the selected recipients.

Common Features

Both report types offer:

• Tooltips: Helpful explanations for each field
• Flexible Scheduling: Options include one-time, daily, weekly, monthly, and quarterly frequencies
• Role-Based Permissions: Access to different report types and scopes based on user roles
• Informative Messages: Clear explanations of report distribution based on selected options
• Preview: In-browser report preview before report rule creation

Best Practices

1. Utilize role-based reports for dynamic organizational structures.
2. Use static reports when you need to send specific reports to selected individuals.
3. Take advantage of the flexible scheduling options to automate regular reporting.
4. Utilize the preview option before creating or saving the rule to validate the report rule output

Troubleshooting

If you encounter issues while creating reports:

• Ensure you have the necessary permissions for the selected report type and scope.
• Double-check that all required fields are filled out correctly.
• Verify that the selected recipients have the appropriate access levels.

FAQs

Q: Can I change the report type after creation (From comparative to security and vice versa)?
A: No, you'll need to create a new report with the desired type.

Q: How many recipients can I add to a static report?
A: There is no strict limit, but consider the report's relevance to each recipient.

Q: Can I customize the metrics shown in Comparative Reports?
A: Comparative Reports use predefined metrics. For custom metrics, consider using Security Reports. We will add additional comparison metrics in the future