How to create a custom email report for Elements Endpoint Protection?

Issue:

How to create a custom email report for Elements Endpoint Protection? How to have an email report include specific information, such as:

Device name
Client version
Assigned profile
Status updated
Malware protection status
Software updates status

Resolution:

Elements Endpoint Protection has the Email notification and report feature, which you can use to create a custom report that you can have automatically sent periodically (daily, weekly, monthly).

You need to first create a custom view on the Devices page, which can then be used as a template for the email report:

Log in to the Elements Endpoint Protection portal
Go to the Environment > Devices page
Click on the three vertical lines on the right side of the devices list
In the Visible columns leave only Type, Name and Client version and then close the list by clicking X
Save the custom view by opening the View drop-down menu in the top-right corner and then clicking Save as > enter name > Save
To have the view visible for all users in the organization, click on the three dots on the right side of the newly created view and then select Move to organization views

After you have created the custom view, you can create the email report:

Go to the Reports page
Go to the Email notification and report tab
Click Add email report
Enter report name and choose Devices as the Data source
Select the template that you have created previously on the Devices view
Set you preferred report frequency and schedule
Enter recipients and click Save