Create a Report - Administrator Guide - 6.9 - Cortex XSOAR - Cortex - Security Operations

Cortex XSOAR Administrator Guide

Cortex XSOAR
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Administrator Guide

Create a new report in Cortex XSOAR. Add widgets and customize report. Schedule a report.

You can create and customize reports in the REPORTS tab. You can add widgets, schedule times, incident time range, add recipients, change the format, size, and so on. Reports support PDF, CSV, and Word formats.

  1. Select Dashboards & ReportsREPORTSNew Report.

  2. In the Widgets Library, add the widgets as required, as described in Add a Widget to a Report.

  3. From the Date Range dropdown list, select the date range from which to generate the report.

    Widgets can have their own date range, which can be different from the report’s date range

  4. To schedule a report, click Disabled.

  5. To change the number of recipients or their details, in the Recipients field, click the number of recipients.

  6. To change the format, orientation and paper size select the options as required.

    It is recommended to use landscape to ensure that all information displays in the report.

  7. Click Save or Save Version.

    Save Version enables you to view a history of the changes made to your report. You can revert to previous reports.

  8. To generate the report immediately, in the Reports tab, edit the Date Range of the incidents if required, and click Run Now.

    The report downloads.

    Ensure that you enable pop-ups in your browser.