Viewing and Creating Summary Reports

The Summary Reports display all report types generated for your organization.

In the MD Portal, select Summary Reports from the Resources menu to go to the Reports page. The Reports page contains created Report Definitions on the left side and processed Report List on the right side. Toggle appropriate column to order the Report List ascending or descending and click the Download report icon to download the specific report into a CSV file.

Report Types

There are multiple built-in report types provided in the MD portal. Typical built-in report types include, but are not limited to, the following:

Report Type	Description
Announcements	This report generates a PDF that includes all the announcements published to you during the reporting period.
Blogs	This report generates a PDF that includes all blogs published to you during the reporting period.
Trellix Endpoint Security Report	This report will provide a CSV file of all endpoints for an organization. The columns include: Identifier: The identifying host name of the endpoint. Hostname: The host name of the endpoint. IP Address: The IP address of the endpoint. Agent ID: The unique identifier for the endpoint. MAC Address: The MAC address of the endpoint. Organization: The client for the endpoint. Domain: The domain of the endpoint. OS Patch Level: The patch level of the OS running on the endpoint. OS Name: The operating system running on the endpoint. Last Discovered Timestamp: This is the last date and time (UTC) the endpoint checked into MD. NOTE: This value doesn't change regardless of the defined reporting period. GMT Offset: This will allow you to determine the local time for the endpoint. NOTE: This value doesn't change regardless of the defined reporting period. Agent Version: The version of the agent running on the endpoint. Containment State: This flag indicates the containment state of the endpoint. NOTE: This value doesn't change regardless of the defined reporting period.
Investigation Monthly Metrics	This report generates a PDF that provides metrics around the Investigations published within the reporting period. The metrics include: Number of Investigations by severity Number of Investigations by status (open / closed) Number of Investigations by source (network / endpoint / other) Average time to assignment Average time to resolution
Dashboard	This report generates a PDF of the information shown on the dashboard. NOTE: This report will show the information over the last 30 days regardless of the reporting period selected.

Click the i (information) button during report creation for any Report Type selected from the drop down list to view the detailed description of the selected report type along with its fields and associated notes.

Creating Reports

You can create any report type by using the Create Report feature in the Reports page.

To create a summary report:

In the MD Portal, select Summary Reports from the Resources menu.
Click CREATE.
Type the Definition Name.
Select the Report Type.
Select On Demand or Scheduled.
1. If you select scheduled, select your report Start / End Date.
2. Select a date range between 0 to 30 days.
  NOTE: Reports that extend longer than 30 days may time out.
3. Select the Frequency and the Interval.
Click SAVE or SAVE & RUN.
NOTE: Some reports may take up to 2 hours to generate depending on your parameters.