How to Create a Custom Report

To create a custom report use the following steps:

1. From the left side navigation menu select Reports > Custom Reports.
2. The "Custom Reports" page opens. The CUSTSOM REPORTS tab is selected, by default.
3. In the top right corner click the blue + Add Report button.
   
   
4. The Create Report wizard opens.
   
   
5. On the "Basic Information" page, do the following:
6. • Name: Enter the name of the report (required).
   • Description: Enter a short description of the report.
6. Click the Next button to proceed or Exit Without Saving button to discard.
7. On the "Columns Setup" screen in the Available Columns section, choose from the following to include in your report:

Endpoints

Endpoints can include the following:

• Target Name: Any data location(s) within an Asset (physical or cloud locations) that SDP can scan.
• Agent Name: Any Target with a Spirion Sensitive Data Platform Agent installed on it.
  
  

Locations

Locations can include any of the following to refine your report one or more specific locations of your data.

This data can further be sorted in certain categories, for example, "Location Sort":

• First Date/Time: First Date/time the Location was found in Date/Time format.
• Last Date/Time: Date/time a file was last accessed in Date/Time format.
• Location: Full String that defines the data object
• • Example: File with folder path. The file path format C:\Desktop\NewFolder\Data.
• Location Sort: Use this to sort by multiple locations.
• File Type: The type of file being accessed
• • Example: XLS, Docx, PDF.
• Internal Location Type: The Repository the target of a scan resides in
• • Example: Cloud, Database, Email, local, etc.
• File Owner: Name of the owner of the file.
• File Size: The actual size of the file (in bytes).
• Weight: Using this depends on your organization's Weight value settings.
• • Data Type Value is the number you assign to the Data Type to give it weight.
  • This enables you to add emphasis to certain Data Types to gain insight into your data.
  • See Working with Global Data Types for more information.
• Date/Time Created: This is the process initial creation date.
• Date/Time Modified: This is the last time the process was modified.
• Date/Time Accessed: This is the last time someone accessed the process.
• Playbooks: This value is based on your organization's Playbooks structure.
• • See Working with Scan Playbooks for more information.
• Playbook states: This value is based on your organization's Playbooks structure.
• Classifications: Use this to sort by classifications.
• • These are set by your organization.
  • See Working with Global Classifications for more information.
• Assignees: Name of the individual(s) assigned to a location/match via a playbook action.
• Match Count: Total count of Matches in a Specified location.
  
  

Matches

Matches can include any of the following to refine your report by Match results and activities:

• First Date/Time: First Date/Time the Match was found in Date/Time format.
• Database Column Names: Name of the Column containing a match in a database target.
• Primary Key Data: Primary Key Value for tables with matches in a database target.
• Action Start Date/Time: Date/Time the action started.
• Action End Date/Time: Date/Time the action ended.
• Match Count: Total count of Matches in a Specified location:
• Action: Final Action taken on a match or location,
• • Examples: Quarantine, Shred, Redact, Ignore, etc.
• Resolution: States weather a match/location was "Protected" or "Unprotected"
• Data Type: Data Type Found in a location by a sensitive data scan.
• Data Type Name: Label of Data Type.
• • 13.6 Agents only: If Search API matches exist when the report is run, Search API entries are included in the report results.
• Is Custom Data Type: Indicate if a custom data type.
  
  

Searches

Searches can include any of the following Search criteria:

• Search Start Date/Time: Date/Time the Search was started.
• Search End Date/Time: Date/Time the Search ended.
• Duration: Total Duration of the scan.
• Task Name: Name of the Task.
• Location Count: Total number of Locations.
• Scan Name: The name of the scan.
• Scan Type: Discovery Scan or Sensitive Data Scan.
• Origin: Origin of the scan.
  
  

Use the following procedure to perform custom searches:

1. Use the right-pointing arrows to move one or more data types to the Selected Columns section.
   
   
   
2. Use the left-pointing arrows to remove data types.
   
   

You can change a Column setting or the order of Columns.

To edit Column settings use the following steps:

1. In the Select Columns section, hover over the slide drawer navigation icon for the Column you want to edit.
   
   
2. Click Edit from the drop-down list.
3. The "Edit Column Settings" pop-up window appears.
   
   
4. Make any needed changes:
5. • Header Label: Enter a new label.
   • Sort: Select an option from the drop-down list:
   • • None
     • Ascending
     • Descending
5. Click Save to save the changes or Cancel to discard.
6. To change the Column Order:
7. 1. Hover over the slide drawer navigation icon for the Column you want to move.
      
      
      
   2. Click Move Up or Move Down to re-order the Columns
   3. Click the Next button to proceed, Previous button to return to previous page, or Exit Without Saving button to discard.
7. The Filters screen opens.
8. 1. Filter a column by the following metrics:
   2. • Column name
      • Desired operation
      • Specific value(s)
      • To include all available data, leave the filter value empty.
        
        
8. The "Specific Value" box data type varies based on the option chosen in the Column Name drop-down list:
9. • File Owner: Enter an Owner Name.
   • File Type: Enter a File Type.
   • Files Types: Select the more options menu, choose the File Types, and click OK to save or Cancel to discard.
   • Target Name: Enter a Target name.
   • Tags: Select the more options menu, choose the Tags and click OK to save or Cancel to discard.
   • Targets: Select the more options menu, choose the Targets and click OK to save or Cancel to discard.
     
     
     
9. To add a new value, click a plus icon.
   
   
10. To remove a value, click a trash icon.
    
    
11. Use the plus icon to the right of a filter statement to add a new group containing the file plus one additional value.
    
    
12. Toggle to change between AND and OR values.
    
    

Note: The following examples demonstrate how to use both AND and OR functions to create filters:

1. Click the Next button to proceed, Previous button to return to previous page, or Exit Without Saving button to discard.
   
   
2. The Export Schedule screen opens.
3. 1. Choose to schedule the export or manually export (immediate export):
   2. • No Schedule: Export manually.
      • Start Export:
      • • Date: Select a start date from the date picker.
        • Recurrence: Select one of the following:
        • • None: No recurrence.
          • Recur Every:
          • • Enter a duration number.
            • Select an option from the calendar term drop-down list.
            • Select the day of the week (if applicable)
        • Expiration: Select a schedule expiration date from the calendar picker (if applicable).
3. Click the Next button to proceed, Previous button to return to previous page, or Exit Without Saving button to discard.
4. On the "Summary" screen, review the report details to ensure accuracy by clicking the Generate Report Preview button.
   
   
5. Click the Finish & Save button to save the report, Previous button to return to the previous page, or Exit Without Saving button to discard.
6. Click the Confirm button to generate the preview or Cancel button to discard.
   
   
   Note: The report preview loads up to 100 rows of data for review. For complex reports this can take several minutes to complete.

Note: See How to Create Your Own Custom Reports for detailed examples of reports.