Creating or modifying a Summary report template

Products

• Mail Security for Microsoft Exchange

Issue/Introduction

 

Resolution

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