14.1 Generate a Report without a Report Definition

You can generate a report without an existing report definition from one of the following locations in the Web console:

  • Assets > Endpoints

  • Assess > Policy Templates

  • Reports > Dynamic Reports > Create Custom Report

As you generate the report, you can save your settings as a new report definition. The following procedure provides an example of starting from Assets > Endpoints.

  1. Click Assets > Endpoints.

  2. Select the endpoints that you want to include in the dynamic report.

    You can select any combination of endpoints, regardless of their operating system or endpoint type.

  3. Click Generate Dynamic Report.

  4. Specify the category of dynamic report that you want to use, then click Next.

  5. Select the policy templates that you want to include in the dynamic report, then click Next.

  6. Specify the Report Name and (optional) Report Description.

  7. For Time Range, specify the range of time within which you want to gather assessment results associated with the selected endpoints and policy templates.

  8. (Optional) To save these settings as a report definition, complete the following steps:

    1. Click Save definition as, then specify a name and description.

    2. Click Save.

  9. Click Preview.

    If the policy templates have not been run against the endpoints in the specified time frame, then the Web console responds with “No data found.” You can modify the time frame, endpoints, or policy templates.

  10. (Optional) In the preview, select Change to preview the results for each policy template included in the dynamic report.

  11. (Optional) Modify the report settings and preview again until you are satisfied with the results.

  12. In the Preview, click Save Report.

    The Web console automatically displays the report.

  13. (Conditional) To view the report results at a future time, click Reports > Dynamic Reports, then open the saved report.