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Trellix ePolicy Orchestrator - On-prem 5.1
  • INTRODUCTION
    • 👋Introduction
  • PRODUCT OVERVIEW
    • Module Intro
    • ePO Overview
      • Security Management Framework
      • How it Works
      • Basic Product Components
      • Communications: Tomcat Service
      • Communications: Security Keys
      • ePO Console
    • Trellix Agent Overview
      • Product Overview
      • Key Features
      • Services
    • ePO Resources
    • Module Summary
  • INSTALLATION AND UPGRADE
    • Module Intro
    • Installation and Upgrade
    • Pre-Installation Auditor Tool
    • Post-Installation Tasks
    • Upgrade
    • Module Summary
  • SERVER CONFIGURATION
    • Module Intro
    • ePServer Configuration
    • System Tree
    • Tag Management
    • Module Summary
  • PRODUCT MANAGEMENT
    • Module Intro
    • Software Catalog
    • Extension and Package Management
    • Product Deployment
    • Client Task Management
    • Creating a Custom Properties Client Task Simulation
    • Module Summary
  • POLICY MANAGEMENT
    • Module Intro
    • Policies Overview
    • Duplicating and Editing a Policy Simulation
    • Module Summary
  • USER MANAGEMENT
    • Module Intro
    • User Accounts
    • Permission Sets
    • Contacts
    • Creating a New Permission Set Simulation
    • Module Summary
  • DASHBOERDS, QUERIES, REPORTS
    • Module Intro
    • ePO Dashboards
    • Queries and Reports
    • Reports
    • Creating a New Dashboard Simulation
    • Building a Report Simulation
    • Module Summary
  • DISASTER RECOVERY
    • Module Intro
    • Disaster Recovery Overview
    • Running a Disaster Recovery Snapshot Simulation
    • Module Summary
  • TROUBLESHOOTINGS BASICS
    • Module Intro
    • Troubleshooting using Log Files
    • Troubleshooting Tools
    • Module Summary
  • Summary
    • Course Summary
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  1. DASHBOERDS, QUERIES, REPORTS

Reports

PreviousQueries and ReportsNextCreating a New Dashboard Simulation

Last updated 1 year ago

Reports

Generate reports to share information about your network environment with security administrators and other stakeholders. Reports are configurable documents that display data from one or more queries, drawing data from one or more databases. The most recently run result for every report is stored in the system and is readily available for viewing. You can restrict access to reports by using groups and permission sets in the same way you restrict access to queries. Reports and queries can use the same groups, and because reports primarily consist of queries, this configuration allows for consistent access control.

Reports Page

The Reports page specifies the actions you can perform on the selected reports.

Click on the information (i) icons for detailed information.

Create New Report from Selection

From the Query page, you can launch the Report Layout with the details of a selected query.

Report Structure

Reports contain several elements held within a basic format. While reports are highly customizable, they have a basic structure that contains all the varying elements.

Page Elements

Page elements provide the content of the report. They can be combined in any order and may be duplicated as needed.

  • Elements that ePO provides:

    • Images

    • Page breaks

    • Query Charts

    • Text

    • Query Tables

  • Dragged and dropped into report layout, then positioned

  • Can be combined in any order

  • Can be duplicated as needed

Header and Footer

There are six fixed locations within the header and footer that can contain different data fields: three are in the header, three in the footer.

The header contains a left-aligned logo and two right-aligned fields, one above the other. These fields can contain one of four values:

  • Nothing

  • Date/Time

  • Page Number

  • User name of the user running the report

The footer contains three fields. One left-aligned, one centered, and one right-aligned. These three fields contain the same values listed above, as well as custom text.

To change the system settings for headers and footers, click Menu > Configuration > Server Settings, then select Printing and Exporting and click Edit.

Setting the Printing and Exporting settings in Server Settings will change the header/footer information globally for ePO. The settings for print and export are:

  • Headers and footers for exported documents: Specifies the information and logo displayed on the headers and footers of the PDF or html report

  • Edit Logo: Takes you to the Edit Logo page, where you configure the logo used in the PDF or html with the exported data

  • Default page size: Specifies the size of paper on which the PDF reports are printed

  • Default page orientation: Specifies whether information is displayed and printed as portrait or landscape

  • Directory for scheduled exports: Specifies the location in the file system to which the file is saved

By default, reports use the system setting for headers and footers. If you do not want this, deselect Use Default Server Setting.
Setting the Printing and Exporting settings in Server Settings will change the header/footer information globally for ePO. The settings for print and export are:
Page elements.png
By default, reports use the system setting for headers and footers. If you do not want this, deselect Use Default Server Setting.
Setting the Printing and Exporting settings in Server Settings will change the header/footer information globally for ePO. The settings for print and export are:Headers and footers for exported documents: Specifies the information and logo displayed on the headers and footers of the PDF or html reportEdit Logo: Takes you to the Edit Logo page, where you configure the logo used in the PDF or html with the exported dataDefault page size: Specifies the size of paper on which the PDF reports are printedDefault page orientation: Specifies whether information is displayed and printed as portrait or landscapeDirectory for scheduled exports: Specifies the location in the file system to which the file is saved
Reports Page.png