The Automated Reports feature helps you track key metrics across your network by generating customizable reports. You can build a report from a wide range of widgets — covering network traffic, Zero Trust sign-in activity, alerts, and user and team productivity — schedule it to run automatically, and deliver it to the right recipients via email, or generate it on demand whenever you need it.
With Automated Reports, you assemble exactly the data you want to see, keep your team informed with clear and consistent insights, and reduce the manual effort of pulling metrics by hand.
📍 To access this screen, go to Reports → Automated Reports.
On the Automated Reports screen, your existing reports are listed in a table showing each report's Title, Type, Status, Period, and Last Run time.
Create a New Report
- On the Automated Reports screen, click Create New.
- The Edit Report screen opens, where you can configure the report and add widgets.
Configure the Report Details
- Enter a Title for the report.
- Choose the Type:
- On Demand – Manually generated when needed.
- Scheduled – Automatically generated and delivered on a schedule.
- If you choose Scheduled, set the following additional fields:
- Status – Enabled or Disabled. When disabled, the report won't be created. (This applies to scheduled reports only; On Demand reports are always enabled, since they're triggered manually.)
- Period – How often the report runs: Daily, Weekly, Monthly, or Yearly.
- Email Sending Time – The time of day the email is sent to recipients.
Add Recipients
In the Recipients section, use the dropdown to choose whether to send the report to Administrators or External Contacts, select the recipient, and click Add.
If you don't specify any recipients, the report will still be created and stored for you to view, but it won't be delivered automatically via email.
Add and Arrange Widgets
Widgets are the visual or tabular components that present your data in the report.
- On the Edit Report screen, click Add Widget.
- Browse or search the available widgets. You can filter by category: Network, Zero Trust, Alerts, or Productivity.
- Select the widgets you want to include, then close the dialog to add them to your report.
Once widgets are added, you can arrange them to suit your layout:
- Resize a widget by clicking and holding the bottom-right corner and dragging.
- Reorder widgets by dragging and dropping them into place.
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Configure a Widget
Each widget has its own settings.
- Click the ••• (three-dot) icon in the upper-right corner of the widget.
- Select Configure.
- Adjust the available options, which may include:
- Number of items to show in the table.
- Data Range Type:
- Relative (e.g., last 7 days)
- Fixed (specific start and end dates)
- Data Range grouping: Daily, Weekly, or Monthly.
- Additional widget-specific options.
Save the Report
When you're finished, click Save to apply all changes. Updated settings and layout will be used for future report runs.
Editing a report does not affect previously generated reports.
Scheduled reports will use the updated configuration starting with the next run.
Viewing Automated Reports
You can view report details and previously generated report outputs at any time from the Automated Reports list.
Opening a Report
- Go to Reports → Automated Reports in the Manager Portal.
- Find the report you want to view.
- Click the three-dot (⋯) menu at the end of the report row.
- Select View.
The Report Details page will open.
Viewing Generated Reports
On the Report Details page:
- Use the dropdown menu in the top-right corner to view previously generated report instances.
- Each entry represents a report that was generated based on the report configuration at that time.
Generate an On Demand Report
To generate a report manually:
- Click the Actions button in the upper-right corner and select Generate Report.
- Click the link in the success message to view the report in your browser.
If you added recipients, the report will also be delivered to their email inboxes.
Available Widgets
Widgets are grouped into the following categories, matching the filters in the Add Widget dialog.
Network
| Widget | Description |
|---|---|
| Connection Events | Lists the recent user connection activity. |
| Destination Locations | Displays the geographic points of destination for all outbound network traffic. |
| Device Traffic Distribution | Shows the traffic share and volume for the top traffic devices. |
| Incoming Locations | Displays the geographic points of origin for all incoming network traffic. |
| Network Traffic | Displays how upload and download traffic changes over time. |
| Top Devices by Traffic Volume | Lists the devices with the highest traffic volume. |
| Top Triggered Deny Rules | Identifies the deny rules that are being triggered most across the network. |
| Top Users by Traffic Volume | Lists the users with the highest traffic volume. |
| User Traffic Distribution | Shows the traffic share and volume for the top traffic users. |
Zero Trust
| Widget | Description |
|---|---|
| Denied Sign-Ins | Shows the number of denied ZTNA sign-ins over time. |
| Denied Sign-Ins Map | Displays the geo locations of denied ZTNA sign-ins. |
| Failed Sign-Ins | Shows the number of failed ZTNA sign-ins over time. |
| Failed Sign-Ins Map | Displays the geo locations of failed ZTNA sign-ins. |
| High-Risk Sign-In Attempts | Shows the number of high-risk ZTNA sign-in attempts over time. |
| High-Risk Sign-In Attempts Map | Displays the geo locations of high-risk ZTNA sign-in attempts. |
| Sign-In Lockouts | Shows the number of ZTNA sign-in lockouts over time. |
| Sign-In Lockouts Map | Displays the geo locations of ZTNA sign-in lockouts. |
| Sign-Ins from Breached Accounts | Displays sign-in activity originating from user accounts identified in known data breaches. |
| Successful Sign-Ins | Shows the number of successful ZTNA sign-ins over time. |
| Successful Sign-Ins Map | Displays the geo locations of successful ZTNA sign-ins. |
| Top MFA Sign-In Activity | A list of users with the most MFA sign-in activity. |
Alerts
| Widget | Description |
|---|---|
| Alert Severity Trend | Shows how alert severity levels change over time. |
| Alert Source Breakdown | Shows which policies or system components generated alerts. |
| Most Triggered Alert Rules | Lists which alert rules were triggered most often. |
| Top Alert-Generating Users | Shows users with the most alert-generating activity. |
Productivity
| Widget | Description |
|---|---|
| Most Productive Teams | Lists teams with the most productive application time. |
| Most Productive Users | Lists users with the most productive application time. |
| Most Unproductive Teams | Lists teams with the most unproductive application time. |
| Most Unproductive Users | Lists users with the most unproductive application time. |
| Most Used Applications | Lists the applications with the highest user time spent. |
| Top Neutral Applications | Lists the neutral applications with the most time spent. |
| Top Productive Applications | Lists the productive applications with the most time spent. |
| Top Teams by Application Time | Lists teams with the most time spent in applications. |
| Top Unproductive Applications | Lists the unproductive applications with the most time spent. |
| Top Users by Application Time | Lists users with the most time spent in applications. |
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