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Proofpoint, Inc.

Building and Sending Reports in Proofpoint Essentials

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Situation Customer wants to create, view, or schedule a report in Proofpoint Essentials.
Solution See instructions below to learn how to set a report as a favorite and schedule it for regular delivery.

 

Building Reports in Proofpoint Essentials

Prior to sending reports, you need to build a report first. 

  1. Navigate to Threat Reporting section in the left panel.
  2. Select the report you want to view. (Traffic, Bandwidth, Domain, Usage, URL Defense)
  3. Configure the report as desired based on available options.
  4. In the upper left, click the gear icon to save report as a favorite. 
    • The report must be a favorite in order for you to schedule a report.
  5. Give the report a Name.

 

See Pictures Bellow

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Once you save your first report, on the left you will see a new category called Favorites List. Here is where you will find all your saved reports. 

Scheduling & Sending Reports

Please ensure you have a favorite report first. If you do not, you cannot schedule anything.

  1. Navigate to Reports > Schedule List.  
  2. Click Add a Report Schedule.
  3. Provide a Description of your report.
  4. Select the desired Frequency from the drop down menus.
    • Monthly - need to choose a specific date. 
    • Weekly - choose the specific date of the week.
  5. In the Send To field, enter the desired email address.
  6. From the Choose a Report dropdown, select the desired (Favorite) report.
  7. Click Save.

You will now receive the report via e-mail.