Report Library Walkthrough

Explore the Report Library with this straightforward walkthrough for efficient navigation

Explore a centralized repository of Zorus Reporting options for scheduling, including PDF and CSV Exports. Preview sample data before generating reports, ensuring a seamless process for accessing valuable insights. Enjoy one-stop access to various report types for convenient and proactive client advice

  • Global Controls
    • Use Quick Filters to easily find the Report type you want to run or schedule
      • All - All available reports in the Library
      • Filtering - reports that provide insights on DNS Filtering
      • CyberSight - reports that provide usage analytics
      • Account Indo - reports that pertains managing your Zorus account across Customers
    • Search - globally search all Reports, inclusive of keywords in the description
  • Reports
    • Select a Report to display a preview with Sample Data - a description and quick filter is included in each
    • Once selected, the Sample data will load and you will have the following options
      • Go to Data - navigates you to the area in the Zorus Portal where that data lives / accessible for live feeds
      • Run Now - run the report immediately
        • Report Name - customize the name of the report for email / title page (defaults to name of Library template)
        • Date - the date range you want report data return for
        • Customer - select which Customer the report is for
        • Endpoint - choose All Endpoints (default) or narrow it down to specific
        • Include Title Page - include or exclude a White Labeled Title page 
        • Send to - input the email(s) to send the report
        • Once run, a confirmation that it was received will look like this. You can then navigate to Report History or wait for the email notification
      • Schedule - schedule the report for concurrent runs in a 2-step modal
        • Report Type - choose which Library template report to run
        • Report Name - customize the name of the report for email / title page
        • Customer - select which Customer the report is for
        • Endpoint - choose All Endpoints (default) or narrow it down to specific
        • Include Title Page - include or exclude a White Labeled Title page 
      • Reply-To Address - customize who email replies are directed to
        • Note: All reports are Sent From "no-reply@msp-reporting.com". This is not an option available to customer, but we can re-route email replies to any valid email address
      • Interval - select the frequency to send the report
      • Send Time - select the hour to send the report
      • Timezone - select what time zone to adhere to
      • Send to - input the email(s) to send the report