Creating or modifying a Summary report template

Article:HOWTO82448  |  Created: 2012-11-30  |  Updated: 2014-06-25  |  Article URL http://www.symantec.com/docs/HOWTO82448
Article Type
How To


Subject


Creating or modifying a Summary report template

You can customize the Summary report template to contain the information that you want to include in a report. You can generate a Summary report for an individual server or for an entire server group.

The Summary report template that you create appears in the Report Templates table. You can modify the template at any time.

If you configure the template to create reports on demand, you can generate the report from the Reports > Report Templates page. If you configure the template to generate a scheduled report, Mail Security automatically generates the report based on the schedule that you specify.

See Generating a report on demand

Note:

Mail Security supports emailing reports that are 5 MB or smaller only. You can view reports that are larger than 5 MB on the Reports page. Mail Security logs the generation of reports that are larger than 5 MB to the Windows Application Event Log

Mail Security provides a wizard that helps you configure your report template.

To identify the report to be created or modified

  1. Select the server or server group for which you want to generate a report.

    See Modifying or viewing server or server group settings

  2. In the console on the primary navigation bar, click Reports.

  3. In the sidebar under Views, click Report Templates.

  4. Do one of the following:

    Create a new Executive Summary report template

    In the sidebar under Tasks, click New template.

    Modify an existing report template.

    In the content pane, in the Report Templates table, double-click the template that you want to modify.

To configure the report template options

  1. Under Report Template Options, in the Template name box, type a name for the report template.

    This option is available only when you create a new report template.

  2. In the Description box, type a description for the template.

  3. Under Report type, click Executive summary.

    This option is checked by default.

  4. Under Report format, select the format in which you want Mail Security to generate the report.

    The default setting is PDF.

    See About report output formats

  5. Check Email report to the following recipients and type one or more addresses to which the report should be delivered.

    Separate entries with semicolons.

  6. Click Next.

To configure on-demand report generation

  1. Under Report Generation Option, click On demand.

  2. Click Next.

To specify the report time range

  1. Click the drop-down arrow in the Time Range box and select one of the following:

    • Past Day

      This is the default setting.

    • Past Week

    • Past Month

    • Past Year

    • Customized

  2. If you select the Customized time range, in the customize time range boxes, click the drop-down arrows and select the start and end dates for the data that you want included in your report.

To configure scheduled report generation

  1. Under Report Generation Option, click Scheduled.

  2. In the Generate report at list, select the time of day to generate the report.

  3. Click Daily, Weekly, or Monthly.

    If you select Weekly, check the day(s) of the week to generate the report.

    If you select Monthly, use the drop-down menu to select the day of the month to generate the report.

    If you select Monthly, also ensure that you select a day that exists in each month. Otherwise, a report is not generated for that month. For example, if you select the 31st day of every month, reports are not generated for any month that has 30 days or less, such as February, April, June, September, and November

  4. Click Next.

To configure the report chart options

  1. Under Report Chart Options, select any of the following:

    • Total violations chart

    • Threats and security risks chart

      Also select the chart granularity using the drop-down menu.

      The default setting is Week.

    • Content violation chart

      Also select the chart granularity using the drop-down menu.

      The default setting is Week.

    • Spam pie chart

  2. Click Next.

To configure report content

  1. Under Executive Summary Template Options, select the options that you want to appear in the Summary report.

    Data selections are as follows:

    • Show scan summary

      Total items scanned

      Total number of the files that were processed during the reporting period

      Items scanned by Auto-Protect

      Total number of the files that were scanned with Auto-Protect scanning during the reporting period

      Items scanned by background scan

      Total number of the files that were scanned with background scanning during the reporting period

      Items scanned by Manual scan

      Total number of the files that were scanned with manual scanning during the reporting period

      Items scanned by scheduled scan(s)

      Total number of the files that were scanned with a scheduled scan during the reporting period

      Items scanned by antispam scan

      Total number of the files that were scanned with a spam scan during the reporting period

    • Show violation summary

      Total violations

      Total number of violations that were detected during the reporting period

      Virus violations

      Total number of virus violations

      Content violations

      Total number of filtering violations

      Antispam violations

      Total number of antispam violations

    • Show threats and security risks

      Total threats

      Total number of threats that were detected during the reporting period

      Top threats table

      Table of top threats that were detected during the reporting period

      No. of items to include

      Number of threats to include in the Top Threats Table

      Unrepairable threats

      Total number of unrepairable threats that were detected during the reporting period

      Total security risks

      Number of security risks that were detected during the reporting period

      Mass-mailer threats

      Number of messages in which mass-mailer threats were detected during the reporting period

    • Infection disposition

      Threats repaired

      Number of threats that were repaired during the reporting period

      Threats deleted

      Number of threats that were deleted during the reporting period

      Threats quarantined

      Number of threats that were quarantined during the reporting period

  2. Click Next.

  3. Under Executive Summary Template Options, select the data that you want to appear in the Executive Summary report.

    Data selections are as follows:

    • Show content violations

      Total content violations

      Total number of the content violations that were detected during the reporting period

      Table of top content violations

      Table of top content violations that were detected during the reporting period

      No. of items to include

      Number of items to include in the Table of Top Content Violations

      Total attachments blocked

      Total number of the attachments that were blocked during the reporting period

      Total multimedia/exe attachments blocked

      Total number of the multimedia or executable attachments that were blocked during the reporting period

      Total encrypted attachments blocked

      Total number of the encrypted attachments that were blocked during the current reporting period

      Table of top attachments blocked

      Table of top attachments that were blocked during the reporting period

      No. of items to include

      Number of items to include in the Table of Top Attachments Blocked

      Unscannable items

      Total number of the unscannable items that were blocked during the reporting period

    • Spam options

      Spam by category

      Total number of spam messages in each spam category that were identified during the reporting period

    You must check the "Include spam data" box on the Reports Settings page to view data about spam in the Summary report.

    See Specifying the duration for storing data in the Reports database

  4. Click Next.

  5. Under Executive Summary Template Options, check Show server information.

  6. Select the data that you do want to appear in the Executive Summary report.

  7. Click Finish.

  8. On the toolbar, click Deploy changes to apply your changes.

    See Deploying settings and changes to a server or group


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Article URL http://www.symantec.com/docs/HOWTO82448


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