Reports

This page includes:

• Reports
  • About generating Periodic reports
  • Available reports
  • Configuring the Periodic reports to be generated
  • Reports schedule
  • Generating Periodic reports on-demand
  • Downloading Periodic reports

About generating Periodic reports

You can configure Perception Point X‑Ray to generate a variety of pre-defined Periodic reports. The selected Periodic reports are then generated on a pre-defined schedule - weekly, monthly, and/or quarterly. The generated reports can be automatically sent by email to specified recipients, as soon as the reports are generated. The generated reports are maintained in Perception Point X‑Ray, and listed in the Periodic Reports page.

• You can also generate Periodic reports on-demand. For details, see Generating Periodic reports on-demand below.

• In addition to the Periodic reports, you can also generate and send Digest reports. For details, see Digest reports.

• Perception Point Support can assist with configuring additional reports. For more information, contact Perception Point Support [support@perception-point.io].

Note: By default, the times that appear in reports are UTC times. You can specify a time zone for your organization, and then all Digest reports and Periodic reports will be based on the specified time zone. For details, see Time Zone. For information about showing custom logos in Periodic reports, see Customization - Organization Logo. Generated Periodic reports are maintained in Perception Point X‑Ray for 365 days.

The Reports functionality is available to Perception Point X‑Ray admin users with the "Administrator" role only.

Available reports

Report	For more information, see...
Weekly Report	Weekly reports
Monthly Report	Monthly reports
Quarterly Report
Digest report	Digest reports

Configuring the Periodic reports to be generated

Reports that are automatically generated can be sent by email to specified recipients. These automatically generated reports are available in PDF format only. However, JSON format is available for reports that are generated on-demand. For details, see Generating Periodic reports on-demand below.

To configure the Periodic reports that are generated:

1. In Perception Point X‑Ray, in the left navigation menu, select Account > Preferences.

2. Scroll down to the Alerts & Reports section.

3. Click Edit [].

4. Under "Admin Alerts and Reports", enable the "Receive periodic reports" toggle.

   

5. Select the reports that you want to be generated, and specify the recipients of the reports. See Dialog box options below.

6. Click Save.

Dialog box options
Weekly Report	Shows a summary of the incidents that occurred during the previous week. Weekly reports are generated and sent by email to the specified recipients every Monday, at 10:00 UTC. For details, see Weekly reports.
Monthly Report	Shows a summary of the incidents that occurred during the previous month. Monthly reports are generated and sent by email to the specified recipients on the first day of the next month, at 10:00 UTC. For details, see Monthly reports.
Quarterly Report	Shows a summary of the incidents that occurred during the previous quarter. Quarterly reports are generated and sent by email to the specified recipients on the first Monday after the end of the previous quarter, at 10:00 UTC. Quarters defined Q1 1 January - 31 March Q2 1 April - 30 June Q3 1 July - 30 September Q4 1 October - 31 December
Recipients	All selected reports will be generated and then sent by email - to the specified recipients. You can specify multiple email addresses, separated by commas.

Reports schedule

Weekly Report	Weekly reports are generated and sent by email to the specified recipients every Monday, at 10:00 UTC. For details, see Weekly reports.
Monthly Report	Monthly reports are generated and sent by email to the specified recipients on the first day of the next month, at 10:00 UTC. For details, see Monthly reports.
Quarterly Report	Quarterly reports are generated and sent by email to the specified recipients on the first Monday after the end of the previous quarter, at 10:00 UTC. Quarters defined Q1 1 January - 31 March Q2 1 April - 30 June Q3 1 July - 30 September Q4 1 October - 31 December
Digest reports	See Configuring Digest reports.

Generating Periodic reports on-demand

You can generate Periodic reports on-demand. When you generate an on-demand Periodic report, you specify the start-date for the report.

The generated reports will be automatically sent by email to specified recipients, after the reports are generated. This may take a few minutes. The generated reports are maintained in Perception Point X‑Ray, and listed in the Periodic Reports page. You can download any of the generated reports - in PDF or JSON format.

To generate a Periodic report on-demand:

1. In Perception Point X‑Ray, in the left navigation menu, select Insights > Periodic Reports.

2. Click Generate Report - located in the top-right of the page.

   

3. Specify the Organization [if it appears], Report type, Start date, and Recipients.

4. Click Generate.

   The requested Periodic report will be generated, and sent by email to the specified recipients. The report will also be added to the list of generated reports in the Periodic Reports page.

Downloading Periodic reports

Note: Some of the functionality described in this section may not yet be available...

After a report has been generated, you can download the report in the Periodic Reports page - either in PDF format or JSON format.

The list of available reports in the Periodic Reports page includes the following reports - depending on the type of the selected organization:

• Parent organization: Shows reports for the parent organization and for all the child organizations [for MSSP-type organizations only]

• Child organization: Shows reports for the selected organization only

Note: The list of reports available to be downloaded doesn't include Digest reports. For details, see Digest reports. The download functionality is not available for empty periodic reports.

To download a generated Periodic report:

1. In Perception Point X‑Ray, in the left navigation menu, select Insights > Reports.

2. Use the Date Range control to filter the list of reports that are displayed.

3. Locate the required report.

4. Click the Download icon [] on the right of the report, and then select the format of the downloaded report: PDF or JSON.

   The requested Periodic report will be downloaded.

See also: 

• Setup