Creating Report Templates

This scheduled reports feature utilizes a customizable template approach. Easily add or remove pages, or select data and time periods to build up a report with the content you need. Default templates will be included which can be modified, copied or deleted as needed. New templates can also be created.

To create a report template:

  1. Log in to the GSM console.
  2. Click the Reports tab.



    The system displays the Reports pane with the On Demand tab active.




  3. Click the Scheduled tab.



    The Scheduled tab displays with the Reports tab active. 




  4. Click the Templates tab.



    The Templates tab displays.




  5. Click the Add button.




    The Create Template window displays.




  6. In the Name field, enter an identifier for the template, for example, Summary Template.
  7. In the Title Page Text field, enter the text that displays on the cover page of the report.
  8. In the File Format field, from the drop down menu, select one of the following formats:
    • PDF
    • CSV
  9. In the Page column, use the Up and Down arrows to determine how many pages should be included in the template.
  10. In the Data Field column, from the drop-down menu, select the type of data that should be included on each page.
  11. In the Chart Type column, select the type of chart that the report results should display in. For example, select Bar, Column, or Pie.
    For the Device Activations and Threat Detection History, additional chart types are available.
  12. In the Time Period column, if needed, select the time period that should be used for the report.
    Note: Specific time periods are only available for the Device Activations and Threat Detection History data types.

    The following table describes all the reporting options.

    DATA FIELDREPORT DESCRIPTIONCHART TYPES TIME PERIODS
    Agent Version Spread Shows which version of the Webroot Secure Anywhere agent each Endpoint device is using. Bar, Column, Pie N/A
    Attention Required Provides a list of all Endpoint devices that have been determined as secure, and a list of those that require attention.  Bar, Column, Pie N/A
    Device Activations Provides a list of all Endpoint devices that have been activated during the time period that you selected. Area, Area Spline, Bar, Column, Line, Spline 24h, 1 day, 2 days, 3 days, 7 days, 14 days, 30 days, 60 days, 90 days
    Device Type Provides a list of the number of Endpoint devices that are PCs or Macs. Bar, Column, Pie N/A 
    Endpoint Status Shows the number of clean Endpoint devices, and the number of infected Endpoint devices on your sites. Bar, Column, Pie N/A
    Expired Status Shows the number of Endpoint devices that are Active, and the number of Endpoint devices that have an Expired state. Bar, Column, Pie N/A
    Firewall Status

    Shows which of your Endpoint Devices have the Firewall option:

    • Disabled
    • Enabled
    • Unsupported
    Bar, Column, Pie N/A
    Identity Shield Status

    Shows how many of your Endpoint Devices have the Identity Shield option:

    • Disabled
    • Enabled
    Bar, Column, Pie N/A
    Infrared Status

    Shows which of your Endpoint devices have the Enable Webroot Infrared option:

    • Disabled
    • Enabled
    • Unsupported
    Bar, Column, Pie N/A
    Installation Status Shows which of your Endpoint devices have the Webroot Secure Anywhere product installed and which ones have had the product uninstalled. Bar, Column, Pie N/A
    Managed by Policy Shows how many of your Endpoint devices are being managed by a policy you have created and how many are in an unmanaged state. Bar, Column, Pie N/A
    Offline Shield Status

    Shows how many of your Endpoint devices have the Offline Shield option:

    • Disabled
    • Enabled
    • Unsupported
    Bar, Column, Pie N/A
    Operating System Firewall Status

    Shows which of your Endpoint devices have an operating system Firewall option:

    • Disabled
    • Enabled
    • Unsupported
    Bar, Column, Pie N/A
    Operating System Language  Shows which Operating system language your Endpoint devices are using. Bar, Column, Pie N/A
    Operating System Platform Shows which Operating system platform, from 32 bit, 64 bit, or Unknown, that your Endpoint devices are using. Bar, Column, Pie  N/A
    Phishing Shield Status

    Shows how many of your Endpoint devices have the Phishing Shield option:

    • Disabled
    • Enabled
    Bar, Column, Pie N/A
    Primary Browser Shows the Primary Web Browser used by each of your Endpoint devices. Bar, Column, Pie  N/A
    Realtime Shield Status

    Shows how many of your Endpoint devices have the Realtime Shield option:

    • Disabled
    • Enabled
    Bar, Column, Pie N/A
    Remediation Status

    Shows how many of your Endpoint devices have the Remediation status:

    • Disabled
    • Enabled

    To disable the Remediation status, the Automatically quarantine previously blocked files option, must be turned off.

    Bar, Column, Pie N/A
    Report Summary

    Provides a number of overall counts that effectively summarize site or deployment information:  

    • Number of active devices
    • Number of available seats
    • Endpoints currently needing attention
    • Endpoints which encountered threats (Last ‘n’ days)
    • Total Threats seen (Last ‘n’ days)
    • Number of Endpoints Seen (Last ‘n’ days)
    • Number of Endpoints Not Seen (Last ‘n’ days)
    • Number of Endpoints Seen (All Time)
    Bar, Column, Pie

    N/A

    Rootkit Shield Status

    Shows how many of your Endpoint devices have the Rootkit Shield option:

    • Disabled
    • Enabled
    • Unsupported
    Bar, Column, Pie N/A 
    Scheduled Scans Status

    Shows how many of your Endpoint devices have a Scheduled Scan:

    • Disabled
    • Enabled
    Bar, Column, Pie N/A
    Silent Mode

    Shows how many of your Endpoint devices have the Silent Audit option:

    • Disabled
    • Enabled
    • Unsupported
    Bar, Column, Pie N/A 
    Threat Detection History Shows the history over your selected time period, of all threats that have been detected on your Endpoint devices. Area, Area Spline, Bar, Column, Line, Spline 24h, 1 day, 2 days, 3 days, 7 days, 14 days, 30 days, 60 days, 90 days
    USB Shield Status

    Shows how many of your Endpoint devices have the USB Shield option:

    • Disabled
    • Enabled
    • Unsupported
    Bar, Column, Pie N/A
    Virtual Machine Shows how many of your Endpoint devices have been classified as Virtual Machines (VMs). Bar, Column, Pie  N/A
    Web Threat Shield Status

    Shows how many of your Endpoint devices have the USB Shield option:

    • Disabled
    • Enabled
    Bar, Column, Pie  N/A
    Note:

    For reports which collate stats from multiple sites into one report, this will also include:

    • Total Number of Sites
    • Active sites
    • Trial Sites
    • Suspended sites
    • Deactivated sites
    • Expired sites
    • Sites expiring in the next 14 days
    • Sites with endpoints needing attention