The report catalog

To see a catalog of all the reports that are available:

  1. In the Forcepoint Security Manager, go to the Data > Main > Reporting > Data Loss Prevention, Mobile Devices, or Discovery page.
  2. Select View Catalog.

    The resulting screen lists all of the reports that are available for a given area—both built-in and user-defined. For a description of each report, see:

    • Data Loss Prevention reports
    • Mobile devices reports
    • Discovery reports
  3. Click a folder to expand it and see a list of related reports. Each report is marked with an icon:

    marks detail reports of incident lists.

    marks graphical summaries.

  4. Click Expand All or Collapse All to expand or collapse all folders, or click New Folder to create a new folder.
  5. Click the Edit to edit a folder name or Delete to delete a folder.

    Predefined folders cannot be edited.

    Click a report to read its description. When a report is selected, a menu bar appears, showing the following options:

Button Icon Description
Run Run the selected report and display it.
Edit Edit or apply filters to the report. See Editing a report.
Save As Save the report with a new name.
Export to PDF Export the report to a PDF file.
Export to CSV Export the report to a CSV file.
Schedule a task Schedule this report for automatic email delivery.
Delete Delete the selected report. Predefined reports cannot be deleted.

There are additional buttons in the report catalog toolbar:

Button Icon Description
Scheduled Tasks Used to create a schedule for emailing incident reports. Create a scheduled task, define sender and recipient names, and define the outgoing mail gateway.
Settings

Used to set preferences for incident lists and reports. For example, for data loss prevention incidents, define attachment size and forensics settings. For discovery incidents, set database thresholds. General settings, like filtering and printing, that apply to all types of incidents, can also be defined.

For information on configuring these settings, see Setting reporting preferences.