Working with reports

  • December 1, 2020
  • 8 min read

This document describes how to use the Emsisoft Management Console’s ‘Reports’ feature to view customizable real-time analytics and set up scheduled reports. 

Preliminary information 

Permissions settings 

The level of control a user has over reports and report templates is determined by their role in the workspace. 

Sharing settings 

Reports and snapshot reports can be configured to be accessible for third parties. In sharing settings, the following access options are available: 

Reports: Overview 

Reports are available within workspaces. A report is a configuration of settings for reporting based on actual live data in the system. Live reports can go as far back as data is available, which is dependent on the data retention time of the licensed product edition, as follows: 

Reports section 

The Reports section shows all active reports in the workspace. Clicking a report opens the live report. 

Report tiles 

Each report tile provides information about the report, including: 

 Each report tile also includes the following links: 

Adding reports 

To add a new report, click the grey ‘Create new report’ tile on the right, labelled with a large ‘+’. A popup with a list of available predefined reports will open. Partners can additionally select from their list of saved report templates. 

Snapshots section 

Note: A snapshot is the saved state of a report at a specific point in time. Snapshots are generated either manually by a user or through a scheduled task in certain intervals and are not based on live data but on a static copy of data. When viewing Snapshots, the report period can’t be changed by the user. Snapshots remain available for a long time, independently of the data retention time. 

The snapshots section lists all rendered reports that were either created manually by users via the ‘Save snapshot’ feature in the actual report panel, or by the scheduler. 

The hamburger menu in each report includes the following options: 

Viewing reports 

Header bar 

The header bar provides quick access to information and functionality, including: 

Report view

Renders all content sections of the report in a professional format. If you have access to the workspace, certain elements of the report data are clickable links that lead to details of that data. For example, device names are shortcuts to device dashboards, policy names are shortcuts to the policy editor, etc.

Editing reports 

Header bar 

In edit mode, the header bar extends to a much larger panel that includes the main configuration elements for reports, including: 

Report settings 

Sharing 

Scheduler 

Done editing 

Exits edit mode and switches to regular report view.  

Content sections with specific settings 

While most content sections don’t require any additional settings, some add extra functionality for customization. 

Summary section 

Provides a high level overview of what was happening in the workspace during the selected period of time. Including license information, seat usage, issues, protection statistics, etc. This section is always visible and can’t be removed.

Protection section 

Displays all protected devices. 

Infections section 

A chart that shows all infection events on all devices in the selected period. 

Infection details section 

Lists all infections events of all devices in historical order. Includes threat details. 

Quarantine section 

Lists all objects that were in quarantine on any devices in the workspace at any time within the selected period. 

Issues section 

A timeline of all issues that were detected on any device in the workspace at any time within the selected period. Includes details on how they were resolved. 

Policies section 

Two hierarchical lists of all protection and permission policies in the workspace. Includes the number of edits in each policy and the number of devices/users in that policy group. 

Deployments section 

A timeline of all deployment actions on any device in the workspace at any time within the selected period. Includes pending deployments and removed devices. 

Audit log section 

Displays the complete audit log of the workspace of the selected period. 

Free text section 

A simple section headline and label that you can fill with any text you want, e.g. explanations or disclaimers. 

Add a report section 

A special area with a dotted frame and a ‘+’ sign on the right side, which allows you to add new sections to the report. It includes the following options: 

Remove a report section 


Report templates for partners 

Report Templates are available in the ‘Partner’ section. Only Emsisoft partners can create report templates. Templates are data-less report structures without any further template, scheduler or sharing information. Templates are non-hierarchical and stored per partner account, not per partner user account. 

Template overview 

The template editor panel shows all available templates. Each template tile provides information about the template, including:  

Editing templates 

The editing header bar allows you to change the template name. Report sections can be added, removed and customized, e.g. to upload a partner logo or specify device list columns and filters. 

The header bar also contains a dropdown box containing all workspaces in which you have admin/manager roles, and a ‘Preview’ button that switches from edit to preview mode. The preview uses the data of the selected workspace and the last 30 days as period. 

Previewing templates 

Provides a preview of the template. When in preview mode, hamburger menu options for ‘Share’, ‘Clone’ and ‘Save snapshot’ are invisible. 

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