Run and Schedule Reports

Written By Cindy Johnson (Super Administrator)

Updated at September 15th, 2021

You generate reports using the Report Viewer, which is a standalone application that is installed and runs along with the Console. It can also be installed by itself on separate machines to be used by administrators and managers who want to run various reports at their convenience. The Report Viewer can be installed on as many machines as required. It supports VIPRE Business, VIPRE Business Premium, and VIPRE Endpoint Security. So, for example, if you have two sites with one running Endpoint Server agents and the other VIPRE Business Premium agents, you can use the Report Viewer to generate reporting data for both sites.

Note! Hyper-V agents are included in all reports for which they are relevant. Agents have not been added to Patch Management reports or Firewall reports, as this functionality is not available for these agents. All other reports can include Hyper-V agents.


Open Report Viewer 

  1. Select File> Report Viewer
    -OR-
  2. Select Start> All Programs> VIPRE Security> VIPRE Business> Report Viewer
    -OR-
  3. Click the Report Viewer icon in the Admin Console's toolbar


Running Reports 

After Agents are installed and scanning, you can generate reports to view various details. VIPRE includes several report templates that you can choose from, including:

  • Agents scanned by Policy
  • Applied Patches Detail
  • Applied Patches Summary
  • Executive Summary
  • Firewall Daily Intrusions Blocked
  • Firewall Daily Network Activity
  • Firewall Daily Web
  • Filtering Health Summary
  • Infected Machine Detail
  • Infected Machine Summary
  • Managed Products
  • Available Updates Detail
  • Available Updates Summary
  • Patch Management Alerts
  • Patch Management Summary
  • Threat Count by Machine
  • Threat Found Detail
  • Threat Severity Detail
  • Threat Severity Summary
  • Top 25 Infected Machines


To run a report:

  1. From the Admin Console select File>Report Viewer. The Report Viewer displays
  2. Select a report template from the Reports list
    • The selection fields will change based on the report selected
  3. Select the Start and End Dates of the reporting data
  4. Select the Agents and categories you want in the report
  5. Click Preview. The selected report displays
  6. Optionally, you can modify the margins, set a background, and add a header/footer
  7. Optionally, from the Report Preview toolbar you can save or email in various formats (such as pdf, mht, rtf, xls, csv, txt, jpg), print, and email


Health Summary Report 

The Health Summary report is a special report that provides an at-a-glance overview of your site's 'vital stats'. It is enabled by default during a full VIPRE install or upgrade, and can be opted out during installation, or through Site Properties.

The primary benefits of the Health Summary report are:

  • Zero configuration needed. Enabled by default, you'll start seeing weekly stats in your inbox right away.
  • No SMTP server required. VIPRE uses internal SMTP servers as a fallback to ensure the report gets to the admin email address.
  • Licensing information is included. The report shows how many of your licenses are used and available and reminds you when they are set to expire or renew.
  • Outdated agents are identified. The number of deployed agents that are running an out of date software version is listed. All outdated agents are highlighted in orange in the Agents column on the Protected Computers tab (Policy>Protected Computers>Agent column).
  • A new look and feel with engaging, clean visuals. The main content of the report is an embedded HTML for instant viewing in your email. A PDF is also attached for forwarding on to other parties within your organization.

Scheduling Reports 

You can schedule reports that include selection criteria, date range of reporting data, report and output type, scheduled frequency, time of report generation, and saving/emailing the output report.

When scheduling a report from the Report Viewer, another selection window displays with a list of Scheduled Reports (on the left) and three tabs in the main work area:

  • Selection Criteria: select reporting data from specific Agents on Sites and Policies. Other criteria options are based on "Selected Report" on the Scheduling Criteria tab.
  • Scheduling Criteria: set all specifics for scheduled reports.
  • Output Criteria: set to save to a file and/or email attachment.

Tip

Before creating a scheduled report, it's recommended to preview a test report to ensure that you create the report with the data that you are expecting. 


To schedule a report:

  1. Open the Reporting Scheduler
    1. From the Admin Console select File>Report Viewer. The Report Viewer displays
    2. Click the Schedule button in the upper-right corner of the window. The scheduling selection window displays
    3. Click the Scheduling Criteria tab
  2. Under Criteria, do the following:
    1. Enter a Scheduled Report Name. You can be as descriptive as possible
    2. Select a report type from the Selected Report drop-down. This will change the available options on the Selection Criteria tab
    3. Select an Output Format for the generated report from the drop-down: CSV, EXCL, HTML, MHTML, PDF, PNG, RTF, TXT
  3. Under Report Frequency, select how often the scheduled report will run
  4. Under Criteria, select a Date Range
  5. Enter the Time of day to run the scheduled report
  6. Choose the criteria for the report:
    1. Click the Selection Criteria tab
    2. In the Agents tree list, select from the site(s), policies, and agents to limit the reporting data that will go into the report
    3. Select the remaining criterion, which varies according to the selected report in Step 2b
  7. Select and enter the output criteria for the scheduled report:
    • Save to disk: enter a folder that is visible to the VSS. If the VSS cannot connect to the location entered, the report will be saved to the logs folder
    • Email as an attachment: enter one or more email addresses delimited by a comma to receive the scheduled report
  8. Click Apply to save the scheduled report. The scheduled report is listed in the Scheduled Reports area and on the Report Viewer screen

To edit a scheduled report:

  1. From the Report Scheduler window, double-click on the scheduled report to open it
  2. Make your changes and click Apply to save changes

To delete a scheduled report:

  1. From the Report Scheduler window, right-click on a scheduled report
  2. Select Delete Scheduled Report. The scheduled report is removed from the schedule

To copy a scheduled report:

  1. From the Report Scheduler window, right-click on a scheduled report
  2. Select Copy Scheduled Report
  3. Enter a name for the copy and click OK to save