How to Create New Report
Last updated
Last updated
To create a new report, navigate to the All Reports dashboard and click the Create Report button.
A Create Report menu will appear, offering seven report types to choose from: Files Access by Internal User, Sensitive Files Retention, Duplicate Files, Files Shared, PHI Scan Data for Compliance, PCI-DSS Scan Data, and Data Subject Access Request.
Note: Every report takes approximately 30 minutes to generate. Once created, reports cannot be regenerated directly from the All Reports dashboard. However, admins can recreate them by selecting Create Report and filling out the required details again.
Files Access by Internal User
To create this report, select the option Files Access by Internal User from the Create Report menu. A form will appear requiring mandatory details such as Report Name, Report Duration Period (options include 7, 30, 60 days, or a custom duration), Admin Team Notifier Email, and your system domain.
After completing the form, click Submit to generate the report. If you wish to return to the Create Report menu without submitting, click Back.
Sensitive Files Retention The process is identical to the one described earlier. Once the form appears, fill in the necessary details, including the data source, and click Submit to generate the report.
Duplicate Files
To create a report for duplicate files, select the Duplicate Files option, complete the form, and press Submit.
You can access duplicate files from the Duplicate Files Dashboard.
Files Shared To create a report on files shared in the system, select the Files Shared option, fill out the form, and click Submit to generate the report.
PHI Scan Data for Compliance For reports based on scanned files' compliance, select the PHI Scan Data option from the menu. Fill in the details, including the PHI Criteria and Data Source, then click Submit to generate the report.
PCI-DSS Scan Data To create a report for PCI finance details, select PCI-DSS Scan Data from the menu. Fill in the form, including credit card type, and click Submit. For a specific time period, use the Custom Date option; a calendar will appear for selecting the start and end dates.
Data Subject Access Request This process is similar. Once the form appears, complete the required details and click Submit to generate the report.