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Create or edit one-time or recurring template-based reports based on security data.

Template-based reports are a quick and easy way to create scheduled and one-time reports using data from a single Trend Vision One app.
To combine data from multiple templates into a single report, you can create a custom report.
Note
Note
The availability of certain report templates and data sources depends on your license entitlement for the associated app or service. For more information, see Reports license requirements.

Procedure

  1. Go to Dashboards and Reports → Reports.
    • To configure a new report, go to Report templates and click the template you want to use.
    • To edit a scheduled report, go to Scheduled report settings and click the name of the report you want to edit.
  2. Configure the General settings.
    1. Specify a Name to identify the report.
      Note
      Note
      • Generated report ZIP files use a report name with a time stamp as the file name.
      • PDF format reports use the report name as the title of the report which appears on the cover page.
    2. Type a Description to identify the report.
    3. Select the report Type.
      • One-time report: Immediately generates the report once
      • Scheduled report: Generates recurring reports based on schedule settings
      Note
      Note
      Reports configured to start on the 29th, 30th, or 31st automatically start on the last day of the current month if the specified day does not exist for that month.
  3. Select the Report format.
    Note
    Note
    The formats available depend on the report template.
    1. For PDF reports, configure the cover page customization settings.
      Setting
      Description
      Description on cover
      A description of the report on the cover page
      Company name
      Your company name
      Company logo
      Your company logo
      Image must be a JPEG or PNG file that does not exceed 200 KB in size. Image dimensions must be within 180 x 60 pixels.
    2. To reuse the PDF settings when creating new reports, click Save settings for future reports.
      Note
      Note
      Saving PDF settings or changing saved PDF settings does not affect the settings of previously created reports.
  4. Under Report content, select the data that you want to include in the report.
    Note
    Note
    The type of content available depends on the report template. You must select at least one available content type.
  5. To send a notification email when report finishes generating, configure the Notification settings.
    Important
    Important
    Recently created Trend Vision One accounts may not appear immediately.
  6. Click Create or Save.
    • One-time reports generate the report immediately after clicking Create.
    • Scheduled reports with an Enabled status generate a report at the next occurrence of the scheduled time, based on the schedule settings.
    You can track the report generation process and download the completed report under Generated reports.