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.
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
Select the server or server group for which you want to generate a report.
In the console on the primary navigation bar, click Reports.
In the sidebar under Views, click Report Templates.
Do one of the following:
To configure the report template options
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.
In the Description box, type a description for the template.
Under Report type, click Executive summary.
This option is checked by default.
Under Report format, select the format in which you want Mail Security to generate the report.
The default setting is PDF.
Check Email report to the following recipients and type one or more addresses to which the report should be delivered.
Separate entries with semicolons.
To configure on-demand report generation
Under Report Generation Option, click On demand.
To specify the report time range
Click the drop-down arrow in the Time Range box and select one of the following:
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
Under Report Generation Option, click Scheduled.
In the Generate report at list, select the time of day to generate the report.
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
To configure the report chart options
Under Report Chart Options, select any of the following:
To configure report content
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
Show violation summary
Show threats and security risks
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
You must check the "Include spam data" box on the Reports Settings page to view data about spam in the Summary report.
Under Executive Summary Template Options, check Show server information.
Select the data that you do want to appear in the Executive Summary report.
On the toolbar, click Deploy changes to apply your changes.
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