Run or schedule reports

You can run reports that are based on dashboard templates, or you can create reports from scratch.

You can generate reports using pre-designed dashboard templates, or create custom reports from scratch with widgets from the Widget Library. You can also schedule your reports to run regularly or just once. All reports are saved under Dashboards & Reports → Reports.

To take actions on existing report templates, go to Dashboards & Reports → Customize → Report Templates. On this page you can also import and export report templates in a JSON format, which enables you to transfer your configurations between environments for onboarding, migration, backup, and sharing. You can bulk export and import multiple report templates at a time.

Note

• Report templates that are based on custom infrastructure cannot be exported.
• If you import a report template that already exists in the system, the imported template will overwrite the existing template. If you do not want to overwrite the existing template, duplicate and rename the existing template before importing the new template.

Run a report based on a dashboard

You can generate a report based on an existing dashboard.

1. Select Dashboards & Reports → Customize → Dashboards Manager.
2. Right-click the dashboard from which you want to generate a report, and select Save as report template.
3. Enter a unique name for the report and an optional description, and click Save.
4. Select Dashboards & Reports → Customize → Report Templates.
5. Locate your report and take one of the following actions:

   • To run the report without make any modifications, hover over the report name, and select Generate Report.
   • To modify or schedule the report, hover over the report name, and select Edit.
6. After your report completes, you can download it from the Dashboards & Reports → Reports page.

Create a new report template

You can base your report on an existing template, or you can start with a blank template.

1. Select Dashboards & Reports → Customize → Reports Templates → + New Template.
2. Enter a unique name for the report and an optional description.
3. Under Data Timeframe, select the time frame from which to run the report. Custom time frames are limited to one month.
4. Under Report Type select the report template on which to base the report, or select a blank template to build the report from scratch.
5. Customize your report.

   Cortex XDR offers mock data to help you visualize the data's appearance. To see how the report would look with real data in your environment, switch to Real Data. Select Preview in A4 to see how the report is displayed in an A4 format.
6. Add or remove widgets to the report. From the widget library, drag widgets on to the report.

Notes for agent-related widgets and incident-related widgets

Note

• For agent-related widgets, you can limit the results to only the endpoints that belong to the group by applying an endpoint scope. Select the menu on the top right corner of the widget, select Groups, and select one or more endpoint groups.
• For incident-related widgets, you can limit your incidents to only those that match an incident starring configuration on your dashboard. A purple star indicates that the widget is displaying only starred incidents.

1. (Optional) Include filters in the report.

   Notice

   Filters are supported only in Cortex XDR Pro and Cortex XSIAM.

   For reports that include Custom XQL widgets with predefined parameters, the FILTERS & INPUTS option is displayed. Defining filters and inputs for the report gives you the flexibility to filter the report data based on default values that you define.

   Steps to configure filters and inputs:

   1. Select + Add Filters & Inputs. 2. On the FILTERS & INPUTS panel, click +Add an input and select one of the following options:

      • To specify a single predefined value, select Single Select.

        • To specify multiple predefined values, select Multi Select.
        • To specify a single free text value, select Free text/number.
   2. Under Parameter Title enter a name that identifies the parameter.
   3. Under Parameter, select the parameter that you want to configure.

      The parameters are extracted from the XQL queries of the widgets on the dashboard. You can define up to four parameter filters on a report or dashboard.
   4. Under Default Value, specify a value for the selected parameters. This value overwrites any predefined default values in the XQL query.

      Note

      The values must support the parameter type. For example, for $name specify characters and for $num specify numbers.
   5. Click Save Filters & Inputs.
2. When you have finished customizing your report template, click Next.
3. If you are ready to run the report select Generate now, or define options for scheduling the report.
4. (Optional) Under Email Distribution and Slack workspace add the recipients that you want to receive a PDF version of your report.

   • Select Add password used to access report sent by email and Slack to set password encryption. Password encryption is only available in PDF format.
5. (Optional) Select Attach CSV to attach CSV files of your XQL query widgets to the report.

   From the menu, select one or more of your custom widgets to attach to the report. The CSV files of the widgets are attached to the report along with the report PDF. Depending on how you selected to send the report, the CSV file is attached as follows:

   • Email: Sent as separate attachments for each widget. The total size of the attachment in the email cannot exceed 20 MB.
   • Slack: Sent within a ZIP file that includes the PDF file.
6. Click Save Template.
7. After your report completes, you can download it from the Dashboards & Reports → Reports page.

   In the Name field, icons indicate the number of attached files for each report. Reports with multiple PDF and CSV files are marked with a zip icon. Reports with a single PDF are marked with a PDF icon.

Configure the notification rule for a failed report

You can receive an email alert if a report fails to run due to a timeout or fails to upload to the GCP bucket.

1. Under Settings → Configurations → General → Notifications, click + Add Forwarding Configuration.
2. Enter a name and a description for your rule, and under Log Type, select Management Audit Logs.
3. Use a filter to select the Type as Reporting, Subtype as Run Report, and Result as Fail.
4. Under Distribution List, select the email address to send the notification to.
5. Click Done.