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
Article no: 000043200