Run and schedule reports

[ Applies to ] StorageGuard 9.2 and later  /  All supported storage, backup, SAN and cloud systems  /  Windows and Linux deployments

Reports turn what StorageGuard knows into something you can hand to someone else: a findings list for the storage team, a pass/fail evidence sheet for an auditor, an executive overview for management, or a scan-status check for yourself. Every report runs on demand, exports to PDF, Word, RTF or Excel, and can be scheduled to arrive by email or land in a shared folder.

Choose a report

The Reports tab lists the catalog. Reports fall into four groups:

Findings reports

Report	What it gives you	Best as
Findings Summary	A detailed summary of findings matching a search criterion: filter by severity, system, label or policy.	PDF or Word, for a team's work list.
Risk Summary	An executive summary plus the full findings list for the scanned scope.	PDF or Word, for management.
Analysis Summary	Pass/fail and evidence per check for selected systems.	Excel, for working through one system or platform.
Configuration Compliance	Every check by system with pass/fail status, evidence and all metadata.	Excel, for audit evidence. See Get evidence for an audit.
Vulnerability Status	Every vulnerability found, with all metadata.	Excel, for the vulnerability management team. See Prioritize a vulnerability finding.

Asset inventory reports

Report	What it gives you
Assets	The asset inventory list: site, type, vendor, model, version, scan status.
Asset Details	One system's full CI page. See Explore your asset inventory.

Executive summary reports

Baseline Configuration Overview, Vulnerabilities Overview and Assets Overview reproduce the three overview dashboards as documents, for a monthly posture update.

System (administrative) reports

Report	What it gives you
Scan Status	The last scan result per system. The quickest way to list everything not fully scanned.
Scan Troubleshooting	Every open data collection issue, as on the Diagnostics page. See Fix scan errors.
Scan Task History	Executed tasks: who created them, when they started and ended.
System Log	The system event log: scans starting and stopping, connection failures, with severity Info to Critical.
License Usage	Licenses available and in use. See Manage your license.
Data Collectors Summary	Every defined collector and its details.
Data Collection Expansion Package Summary	Every defined expansion package.

Run a report

1. Open the Reports tab and click the report.
2. In the upper section, set the parameters: scope, severities, labels, policy, date range, depending on the report. The defaults cover everything in your user scope.
3. Click Generate. The report renders on the page.
4. To download it, click the Share icon and select the file type: PDF, Word, RTF or Excel.

Schedule a report

1. Go to Reports > Scheduling and click +.
2. In Report Name, select the report and set its parameters as you would for a manual run.
3. In Report output, choose Email, or File system and enter the directory path where the report should be saved.
4. For email: enter the Mail Recipients (separate addresses with semicolons), a Mail Subject and Mail Body, and the Mail Format of the attachment (PDF, RTF or HTML).
5. Choose when it runs: Daily at a time, Weekly on a day and time, Monthly on a day of the month, or End of Security Risk Analysis, so the report goes out as soon as findings are refreshed.
6. Select Send if empty if the recipient should get the email even when there's nothing to report; otherwise clear it so an empty Findings Summary doesn't go out.
7. Click Save.

Manage scheduled reports

On Reports > Scheduling, right-click a scheduled report for:

Action	Use it to
Execute now	Send it immediately, for example to check the recipients and format before the first scheduled run.
Edit	Change parameters, recipients or timing.
Clone	Make a copy for another team or scope, then edit the differences.
Disable / Enable	Pause it without losing the configuration.
Delete	Remove it.

Custom reports

If no built-in report has the shape you need, an administrator can define custom reports as SQL queries against the database views, packaged as a reporting package. They appear in the catalog under Custom Reports and run, export and schedule like any other report. Custom reports need database views enabled; see Report on StorageGuard data with database views.

1. Go to Reports > Custom reports and click + to create a reporting package: name, author, description.
2. Right-click the package and select Manage custom reports, then click +.
3. Enter the Report name and an Impact category, and the SQL query that returns the rows.
4. To let the person running the report filter it, put ${ParamName} in the query. Each parameter becomes a form field on the report page.
5. Click Save.

select arr.SITE_NAME, arr.name, arr.type
from SAPI_STORAGE_ARRAY arr
where arr.name like '${Host Name Pattern}'

Related articles

• Get evidence for an audit
• Set up email notifications
• Report on StorageGuard data with database views
• Schedule scans and analysis