Sending Reports

To send a report to specific users, follow these steps.
  1. Go to Reports and select the report template in the Reports section.
  2. Click Send report.

    The Send Report window appears.

  3. From the Period list, select the time frame to generate the report.
    • Last Day - The system generates the report for the previous day.
    • Last Week - The system generates the report for the last seven days.
    • Last Month - The system generates the report for the last 30 days.
  4. From the Accounts list:

    • To send the report to recipients of specific child accounts:

      1. Select Specific child accounts.
      2. From the Accounts list, click + and select the child accounts you want to include.

        Each report will contain information specific to the individual child account.

  5. From the Recipients per account list, click + and select the user roles of recipients in the account that receive the report.
    • Primary Admins - Users with Primary Administrator role in Global Roles in the selected account.
    • Tenant Admins - Users with Admin role in Global Roles or in Specific Service Roles in the selected account.

    • Read-Only - Users with Read-Only role in Global Roles or in Specific Service Roles in the selected account.

      Note:

      If the account does not have any users with the selected role, the system will not send the report.

  6. To send the report to specific recipients, click Add specific recipients and select the recipients.

    • To send the report only to recipients of MSP account:

      1. Select This account only.
      2. In the Recipients field, click + and select the user roles of recipients in the account that receive the report.
        • Primary Admins - Users with Primary Administrator role in Global Roles in the selected account.
        • Tenant Admins - Users with Admin role in Global Roles or in Specific Service Roles in the selected account.
        • Read-Only - Users with Read-Only role in Global Roles or in Specific Service Roles in the selected account.
          Note:

          If the account does not have any users with the selected role, the system will not send the report.

  7. To send the report to specific recipients, click Add specific recipients and select the recipients.

    The report will include consolidated security events from both MSP account and all its child accounts.

  8. Click Send.