How to Generate Reports

This section covers the following topics:

Overview
Generate Global Summary Report
Generate Target Group Report
Generate Target Report
Generate Match Report

Overview

You can generate reports that provide a summary of scan results and the action taken to secure these match locations.

You can generate the following reports:

Report	Description
Global Summary Report	Summary of scan results for all Targets.
Target Group Report	Summary of scan results for all Targets in a Target group.
Target Report	A specific Target's scan results.
Match Report	Match results and information for all or selected Targets generated from the Investigate page.

Available Formats

The reports are available as the following file formats:

PDF
- A4 size
- Letter size
PDF reports can have a maximum of 8000 pages. The PDF is truncated if the report exceeds 8000 pages.
To receive the full report, export to another file format instead.
HTML
XML
Plain text
CSV

Scanned Bytes

The "Scanned Bytes" value displayed in reports may not match the physical size of data scanned on the Target. Files and locations on the Target are processed to extract meaningful data. This data is then scanned for sensitive information. Since only extracted data is scanned, the amount of "Scanned Bytes" may be different from the physical size of files and locations on the Target.

For compressed files (e.g. ZIP archives) or locations, the data is decompressed and extracted before it is scanned for sensitive data, resulting in a higher number of "Scanned Bytes" for the file.
For XML files, XML tags are stripped from the file before the contents are scanned for sensitive data, resulting in a lower number of "Scanned Bytes" for the XML file.
For image files, when the OCR feature is enabled, only relevant data is extracted from the file and scanned for sensitive data, resulting in a lower number of "Scanned Bytes" for the image file.

Generate Global Summary Report

The Global Summary Report displays a summary of scan results for all Targets.

To generate a Global Summary Report:

Log in to the ER2 Web Console.
Go to Dashboard.
On the top right of the Dashboard page, click Summary Report.
In the Save Summary Report window, select the file format of the report.
Click Save.

For more information about the details found in the report, see Global Summary Report.

Generate Target Group Report

To generate a Target Group Report:

Log in to the ER2 Web Console.
Go to the Targets page.
Hover over the Target Group and click on the gear icon.
(Optional) Select View Current Report from the drop-down menu. In the Report page, click Save This Report to save the current Target Group report.
Select Download Report from the drop-down menu.
Select a Format for the Target Group Report.
Click Save.

To download other reports for the Target Group:

Go to the Targets page.
On the top right of the Targets page, click Target Group Report.
In the Save Target Group Report dialog box, select a Target Group.

Select from the following report generation options:

Field	Description
Report Type	Group Target Report Summary of scan results for all Targets in a Target group. Current Consolidated Report Creates a zip file that contains individual reports for each Target in the Target group. The report displays the Target's scan history up to the latest scan. If the Target Group contains a Target that was remediated, the Consolidated Report shows details of the remedial action taken and the Target remediation log. Latest Scan Reports Creates a zip file that contains individual reports for each Target in the Target group. The report displays details on the Target's latest scan.
Format	Select the file format for the report. Report format options: PDF (A4), PDF (US Letter), HTML, XML, Text, CSV.
Content	Select the content to be included in the report. Match Samples Select this option to include contextual data for match samples in the generated report. Match samples may not be available if the Master Server does not have complete match data information. This option is not available when the selected Report Type is Group Target Report. Metadata Select this option to include metadata in the generated report. Metadata fields include Access PRO details, "File owner", "File modification", "Key", "Schema", "From", "Date", etc. Information that constitutes Metadata is different for each target type. This option is not available when the selected Report Type is Group Target Report. Detail each stream Select this option to include details on the full object path or data stream of the matched data. For a match that is detected in the file MyFile.txt contained within the archive D:\MyFolder.zip: If Detail each stream is selected, the "Location" information in the CSV report is displayed as File path D:\MyFolder.zip->MyFile.txt If Detail each stream is not selected, the "Location" information in the CSV report is displayed as File path D:\MyFolder.zip This option is only available for the CSV report format. This option is not available when the selected Report Type is Group Target Report.

Field

Description

Report Type

Group Target Report
Summary of scan results for all Targets in a Target group.
Current Consolidated Report
Creates a zip file that contains individual reports for each Target in the Target group. The report displays the Target's scan history up to the latest scan.
If the Target Group contains a Target that was remediated, the Consolidated Report shows details of the remedial action taken and the Target remediation log.
Latest Scan Reports
Creates a zip file that contains individual reports for each Target in the Target group.
The report displays details on the Target's latest scan.

Format

Select the file format for the report.
Report format options: PDF (A4), PDF (US Letter), HTML, XML, Text, CSV.

Content

Select the content to be included in the report.

Match Samples
Select this option to include contextual data for match samples in the generated report.
Match samples may not be available if the Master Server does not have complete match data information.

This option is not available when the selected Report Type is Group Target Report.
Metadata
Select this option to include metadata in the generated report.
Metadata fields include Access PRO details, "File owner", "File modification", "Key", "Schema", "From", "Date", etc.
Information that constitutes Metadata is different for each target type.

This option is not available when the selected Report Type is Group Target Report.
Detail each stream
Select this option to include details on the full object path or data stream of the matched data.
For a match that is detected in the file MyFile.txt contained within the archive D:\MyFolder.zip:
- If Detail each stream is selected, the "Location" information in the CSV report is displayed as File path D:\MyFolder.zip->MyFile.txt
- If Detail each stream is not selected, the "Location" information in the CSV report is displayed as File path D:\MyFolder.zip
This option is only available for the CSV report format.

This option is not available when the selected Report Type is Group Target Report.

Click Save.

For more information about the details found in the report, see Target Group Report.

Generate Target Report

To generate a Target Report:

Log in to the ER2 Web Console.
Go to the Targets or Investigate page.
(Targets page only) Expand the group your Target resides in.
Hover over the Target and click on the gear icon.
(Optional) Select View Current Report from the drop-down menu. In the Report page:
1. Click Save This Report to save the current consolidated report; or
2. Click View Other Reports to save other consolidated or isolated reports.
Select Download Report from the drop-down menu.

In the Save Target Report dialog box, select from the following report generation options:

Field	Description
Report Type	Consolidated Report A summary of the entire scan history of a given Target and a brief status summary of the last ten scans. Current report: A scan history of a given Target up to the latest scan. Historical report: A scan history of a given Target up to the selected report date. Isolated Report Saves a report for a specific scan.
Scan Date	If Consolidated Report is selected: Current report - [Latest scan date and time] Historical report - [Previous scan date and time] If Isolated Report is selected: Scan Report - [Scan date and time]
Format	Select the file format for the report. Report format options: PDF (A4), PDF (US Letter), HTML, XML, Text, CSV.
Content	Select the content to be included in the report. Inaccessible Locations Select this option to generate a report of inaccessible locations for a Target. This option is only available for the CSV report format. Match Samples Select this option to include contextual data for match samples in the generated report. Match samples may not be available if the Master Server does not have complete match data information. Metadata Select this option to include metadata in the generated report. Metadata fields include Access PRO details, "File owner", "File modification", "Key", "Schema", "From", "Date", etc. Information that constitutes Metadata is different for each target type. Detail each stream Select this option to include details on the full object path or data stream of the matched data. For a match that is detected in the file MyFile.txt contained within the archive D:\MyFolder.zip: If Detail each stream is selected, the "Location" information in the CSV report is displayed as File path D:\MyFolder.zip->MyFile.txt If Detail each stream is not selected, the "Location" information in the CSV report is displayed as File path D:\MyFolder.zip This option is only available for the CSV report format.

Click Save.

For more information about the details found in the report, see Target Report.

Generate Match Report PII PRO

A Match Report contains the match information for the Targets or match locations that are selected in the results grid of the Investigate page. Match Reports are only available in CSV format.

To generate a Match Report:

Go to the Investigate page.
(Optional) Select one or more filters in the Filters Locations by panel and click on Apply Filter to show specific Targets and match locations in the results grid.

Apply filters before clicking Export to reduce the number of Targets and match locations for the Match Report.
If no filters are applied, all Targets and match locations on the Master Server will be included in the Match Report.
In the results grid, select the match locations to be included in the Match Report.
Click on Export. The Generating Report dialog box details the filters that have been applied and the number of Targets or match locations that will be included in the Match Report.
The progress bar reaches 100 % when the match locations have been fully exported. Click Save to download the Match Report.

Navigating away from the Investigate page while the Match Report generation is in progress may cause the operation to be canceled.

For more information about the details found in the report, see Match Report.

PII This feature is only available in Enterprise Recon PII Edition. To find out more about upgrading your ER2 license, please contact Ground Labs Licensing. See Subscription License for more information.

PRO This data is only available in Enterprise Recon PRO Edition. To find out more about upgrading your ER2 license, please contact Ground Labs Licensing. See Subscription License for more information.