8.1 Checklist for Using Dynamic Reports to Evaluate Assets

The following checklist provides a guide for creating and reviewing dynamic reports to assess the state of compliance and risk in your environment.

Checklist Items

  1. Run policy templates associated with your security policies against the endpoints or groups that you want to assess.

  1. Decide which type of dynamic report you want to build for each set of endpoints/groups or policy templates: compliance-based, risk-based, or a snapshot of endpoint status.

  1. (Optional) Create report definitions that match your various security needs so users can generate reports on demand.

    For more information, see Building Dynamic Reports.

  1. (Optional) Generate dynamic reports on demand from the Endpoints or Policy Template pages in the Web console.

    For more information, see the Help in the Web console.

  1. Review the generated dynamic reports to determine the status of your IT environment.

    For more information, see Evaluating Endpoints with a Dynamic Report.

  1. Resolve the issues that you identify in the reports, then run the reports again to ensure ongoing compliance to your security standards.