Step B: Run A Report For A Specified Category Group; Create A Custom User Group And Generate Reports; Step A: Create A Custom User Group - M86 Security MSA Installation Manual

Step B: Run a report for a specified category group

1. To create a report for category group, choose Custom Reports from the top
panel.
2. Select Custom Report Wizard.
3. Specify the type of report to be generated:
• Summary Report - If making this selection, click the Next button, choose the
sort Type for the results (Categories, IPs, Users, or Sites), select the Cate-
gory Group name, and then click the View Drill Down Results button to
generate the report.
• Specific User Detail by Page/Object - If making this selection, click the Next
button, choose the Category Group name, and then click the View Drill
Down Results button to generate the report.
In the ER Web Client User Guide index, see:
• How to: generate a custom Web Client report
V. Create a custom user group and generate reports
In addition to running reports for various custom category groups, you might want
to create one or more custom user groups and run reports for these user groups.
NOTE: In order to generate reports for a custom user group, the user group must be
created a day in advance, since the list of users is updated each day automatically based
on group definitions and latest usage data.

Step A: Create a custom user group

1. To create a user group, choose Settings from the top panel.
2. Select User Groupings.
3. In the Group Information frame, type in the name of the user group and then
click Add.
4. In the Group Definitions frame, select the Group Name from the list.
5. Click Add To Group to open the window.
6. For this example, in the Please enter a filter field of the Individual Adds/
Removes frame, make a wildcard entry by typing in the % (percent) symbol
followed by the username, and then clicking Apply Filter for results.
7. Select the user(s) from the results list box, and then click Add to Individuals to
include the user(s) in the Group Definitions list box for the user group.
In the ER Web Client User Guide index, see:
• How to: add a user group in the Web Client
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