In the exports section, users can configure any of our 5 main report types to be exportable reports. Exported reports can be downloaded, and even scheduled to be delivered as an email on a recurring basis. To begin, click the "New Export" dropdown in the top right of the screen and select which report type you would like to configure for export.
For example, clicking "Patches", will take you to the familiar Patches section of the risk insight area, but now it is in report creator mode. A form will be ready to fill out for creating an export of the patches report. You can give this report a name, set up a recurring schedule, and assign recipients. In addition, you can apply different filters as well to make sure the report only include the data necessary for this particular export.
If the .xlsx format is selected (default option), then you also have the option to include all items of this record type (in this case Patches) and to ignore the item count limit in the filters. This will allow you to get a complete dump for your records or to use as an import into another system.
You can also opt to schedule a recurring delivery of this report on a regular basis. Exports can be delivered daily, weekly, or monthly to any users in the system with an email address. The users that have email addresses entered into the system will appear in the 'Email Recipients' field. If the field is blank, make sure to add email addresses to your users so our system can send them.
You can also optionally choose to expire reports on a given date. The default choice is to never expire a report, but at any time you can choose a date and the report will no longer send.
After you are satisfied with all of the settings, click 'Create Export' and you will be redirected back to the exports section with your newly created configuration highlighted.
At any time, you can edit, delete, re-run a new copy of the report, or download the latest version. Additionally, you can see other attributes of your configuration in the tile for this export.
In addition to creating a new export for the Exports page, you can also initiate the process on the Hosts, Patches, Vulnerability Anylisis, and Vulnerability Instance pages of the Risk Insight area. On these pages you have a couple of options. Just above the lower table on any of the main risk insight areas, clicking on the export menu will give you a few choices. The 'Configure Export' option will bring you to the previously discussed report creator interface. Users can also choose to create an "instant" report with one-click if they simply want to quickly get an export of what they see on the screen as-is. On the right hand side of the screen you will notice 2 buttons that say 'Export .pdf' and 'Export .xlsx'. Clicking one of these will take all the filters already in place and create an export immediately with the default settings and redirect you to the Exports page where you will see that your report is already running and will be ready for download soon.
Note: if you have not yet, or have misconfigured your SMTP settings, then you will see an alert like the following, letting you know that you should fix that problem before any emails can be sent out. A similar warning will appear when configuring an individual report as well:
To fix your SMTP settings, head to Setup > General Settings > SMTP Settings and correct anything that is not wired up. For more information and documentation on how to setup your SMTP settings, read the documentation here.