Creating a Rule for Management Reports

You can add a report rule at Tenant level only.

To create a management report rule

1. Navigate to Manager View | Home > Reports > Rules page.
2. Click the Add icon.

3. Select the Management as a report type.

   

4. Click Next.

5. Provide REPORT CONFIGURATION details:

   1. Enter a unique Report Name to identify in the list.

      Maximum 40 characters are allowed and special symbols are not allowed.

   2. Enter a Report Description for your reference. This is optional.
   3. Change the Cover Title description if you want.

   4. Select the REPORTS categories to include in the template.

      • Select at least one report type.
      • Select All to include all report types.

      

6. Click Next.

7. Select one of the options to add devices to the rule:

   • Firewall—To select specific or all firewalls of the selected Tenant.

     Check the box in the table header to select all eligible devices.

   • Group—To select only one specific device group from the selected Tenant.
   • Tenant—To include all devices of the selected Tenant.

   

8. Click Next.

9. Set the DELIVERY CONFIGURATION.

   

   1. Select the Run Type:

      • Select Scheduled to generate the report automatically at a specific time interval, and configure the following:

        • Select the Delivery Interval: Daily, Weekly, or Monthly.

          For Daily delivery interval: No additional configuration is required. The report is generated once every day.

          For Weekly delivery interval:

          • Select the Weekly Report Day, which is the day of the week on which the report will be generated.
          • Select the Start Day of the week to define the first day of the reporting period.
          • The report covers data for 7 days only, starting from the configured Start Day of the week.

          For Monthly delivery interval: Select the Monthly report Date, which is the day of the month (1–31) on which the report will be generated. The report covers data for the entire preceding month.

        • Select the Report Data Time Zone. The time zone set here is used to fetch report data.
        • Select the Schedule Time at which the report will be generated.

      • Select On-Demand to generate the report manually as and when needed, and configure the following:

        • Set the Time Period by selecting the time unit from the dropdown and adjusting the slider to define the data range for the report.
        • Select the Report Data Time Zone. The time zone set here is used to fetch report data.

   2. Set the Delivery Type.

      You can select both options.

      Archive	By default, Archive is selected. The report is stored under Saved Reports.
      Email	The report is generated in PDF format and sent to the email address defined in the Email Destination field. Reports (PDF files) exceeding 10 MB cannot be attached to email notifications. You can download reports exceeding 10 MB from Saved Reports.

   3. Enter the following information if you select Delivery Type as Email or both.

      • Select the Email Destination to receive the reports.

        Administrator	By default, Administrator is selected. The report is sent to the administrator's email address.
        AdhocUser	Select AdhocUser to add recipients other than the administrator.

        If AdhocUser is selected, enter the recipients' email addresses in the Email ID field. Use a semicolon to separate multiple addresses.

      • Enable Blind Carbon Copy Recipients (bcc) to send a blind copy of the report email to additional recipients.
      • Enter Email Subject.
      • Enter Email Body if you want to include any additional information about the report.
      • Enable Zip Report to receive the compressed report in the email.

   4. Click Advance Settings to expand the section (Security, Branding & Contact) and configure the following tabs:

      

      • Security tab — enable Password Protect to restrict access to the generated PDF report.

        Enter and confirm the password.

      • Branding tab — configure the following:

        • Enable Use Custom Logo to display a custom logo in your reports. Click or drag a file to upload, or select an existing logo from the Select a Logo dropdown.

          Only PNG images are supported. Maximum file size: 2 MB. Recommended dimensions: 200×60 px.

        • Enable Custom Partner Details to display custom partner information in the PDF report. Enter the Partner Name and About Partner description.

          If left blank, the default partner name and description will appear in the PDF report.

      • Contact & Identity tab — configure the following:

        • Enable Contact Information and enter the Email and Phone to display on the report.

          If left blank, the default contact information will appear in the PDF report.

        • Enable Prepared By and enter the Name to display in the Prepared By section of the report.

          If left blank, the default prepared by name will appear in the PDF report.

        • Enable Include Tenant Name to include the tenant name in the report. This option is enabled by default.
10. Click Next.

11. Review report settings and click Save.

    

    A success message is displayed. The newly created report is displayed on the Rules page.