Working with reports

This document describes how to use the Emsisoft Management Console’s Reports feature to view customizable real-time analytics and set up scheduled reports.

Preliminary Information

Permissions settings
The level of control a user has over reports and report templates depends on their role in the workspace:

• Protection Manager: Can view, create, edit, clone, and delete reports. Cannot delete snapshots.

• Owner/Workspace Admin: Has full control over all report functions.

• Partners: Cannot manage reports unless they also have an active role in the workspace. They can create report templates at any time.

• Invited users: Can only view the report they were invited to and change the displayed period for that report. They cannot edit or view other reports and cannot see any workspace/MyEmsisoft UI components unless they have an assigned role in that workspace.

Sharing settings
Reports and snapshots can be configured for third-party access. The following options are available in the sharing settings:

• All users of this workspace: Default option. Generates a static link to the report. Only users with a role in the current workspace can access the report after logging in. Includes users in a partner account that manages the workspace in owner/admin or manager roles (billing role alone is insufficient). Reports are also accessible via the Reports menu.

• Specific users: Generates a static link, but only selected users who have a role in the current workspace (or partner accounts even with billing roles) can access it.

• Anyone with the link: Generates a static link accessible to anyone, no Emsisoft user account required. No MyEmsisoft UI elements are shown when viewing the report. Users can still print it. Note: We recommend against using this option, as accidental sharing could expose sensitive internal protection data.

Reports: Overview

Reports are available within workspaces. A report is a configuration of settings based on live system data. Live reports can include data as far back as allowed by the data retention period of the licensed product edition:

• Emsisoft Anti-Malware Home: 3 months

• Emsisoft Business Security: 6 months

• Emsisoft Enterprise Security: 12 months

Reports section
The Reports section shows all active reports in the workspace. Clicking a report opens the live report.

Report tiles
Each report tile provides information about the report, including:

• Name: User-defined name of the report.

• Sections: List of content sections that are part of the report.

• Scheduler: Simple scheduler summary. Invisible if no schedule is set.

• Recipients: Recipient summary. Invisible if no schedule is set.

• Template: The report template if the report is based on a partner template. Invisible if the report is not based on a partner template.

Each report tile also includes the following links:

• Edit: Opens the report in edit mode.

• Clone: Creates a copy of all report settings and opens that new report in edit mode. It adds a running number to the report name.

• Delete: Opens a popup where the user must confirm final deletion of the report.

Adding reports
To add a new report, click the grey Create new report tile on the right, labelled with a large “+”. A popup with a list of available predefined reports will open. Partners can additionally select from their list of saved report templates.

Snapshots section
Note: A snapshot is the saved state of a report at a specific point in time. Snapshots are generated either manually by a user or through a scheduled task in certain intervals and are not based on live data but on a static copy of data. When viewing snapshots, the report period can’t be changed by the user. Snapshots remain available for a long time, independently of the data retention time.

The snapshots section lists all rendered reports that were either created manually by users via the Save snapshot feature in the actual report panel or by the scheduler.

The hamburger menu in each report includes the following options:

• Share: Opens a popup where you can access sharing settings.

• Delete: Opens a popup where you must confirm final deletion of the report snapshot.

Viewing reports 

Header bar
The header bar provides quick access to information and functionality, including:

• Report name: The user-defined name of the report.

• Edit report: Click to enter edit mode. Invisible for snapshot reports and in view-only mode.

• Scheduled: Indicates that the report is configured to create snapshots at fixed intervals. Displays the scheduler details on hover. Invisible for snapshot reports and if there is no schedule.

• Template based: Indicates that the report is based on a partner template. Displays the partner template path on hover. Invisible if it’s not based on a partner template.

• Period selection: Dropdown box that allows users to change the start and end dates of a report, with shortcuts for: Last 24h, Last 7 days, Last 30 days, Last 180 days, Last 365 days. Dropdown box is replaced with a static label for snapshot reports and in view-only mode.

• Hamburger menu: Invisible for snapshot reports and in view-only mode. Menu options:

  • Print: Opens the browser’s print dialog.

  • Share: Opens a popup where you can access sharing settings.

  • Clone: Creates a copy of all report settings and opens the cloned report in edit mode.

  • Save snapshot: Exports the current state of the report as a dataset that appears in the reports snapshots list.

• X: Closes the report and returns to the reports overview. Invisible in view-only mode.

Report view
Renders all content sections of the report in a professional format. If you have access to the workspace, certain elements of the report data are clickable links that lead to details of that data. For example, device names are shortcuts to device dashboards, policy names are shortcuts to the policy editor, etc.

Editing reports 

Header bar
In edit mode, the header bar extends to a much larger panel that includes the main configuration elements for reports, including:

• Report settings

  • Name: Text box to enter a report name. Must be unique within the workspace and max. 50 characters.

  • Template (Emsisoft partners only): Dropdown listing all partner account templates (if you belong to one or more partner accounts). When a partner template is selected, report content becomes read-only and cannot be modified. If you are not part of a partner account, this is replaced by a static label.

• Sharing

  • Access: Opens a popup with sharing settings.

  • Link: Read-only text box to copy the full URL. The “copy” link sends the URL to your clipboard.

• Scheduler

  • When: Dropdown with options: End of week (Sat), End of week (Sun), End of month (default), End of year.

  • Timezone: Dropdown to ensure the report period matches your actual time zone.

  • How: Dropdown with options: Email, Webhook.

    • If Email: Recipients – Text box for a comma-separated list of email addresses where the report link is sent.

    • If Webhook: URL – Text box for the webhook URL to send the link and full JSON data blob.

• Done editing
  Exits edit mode and switches to regular report view.

Content sections with specific settings
Most sections require no additional settings, but some include customization options:

• Summary section: Always visible; cannot be removed. Shows workspace overview (licenses, seat usage, issues, protection statistics).

  • Custom logo: Upload via popup (200×100 px, png/jpg/gif).

  • Custom report title: Edit icon opens popup to rename the report.

• Protection section: Displays all protected devices.

  • Custom columns: Change displayed columns, sorting, and filters (coming soon).

• Infections section: Chart showing infection events.

  • Custom charts: Switch between bar and line charts.

• Infection details section: Lists infection events in chronological order, including threat details.

• Quarantine section: Shows quarantined objects across devices during the selected period.

• Issues section: Timeline of detected issues with resolution details.

• Policies section: Two hierarchical lists of protection and permission policies with edit counts and device/user group sizes.

• Deployments section: Timeline of deployment actions, including pending and removed devices.

• Audit log section: Complete audit log for the selected period.

• Free text section: A simple title and label for any text (no HTML).

Add a report section
Special panel with a dotted frame and “+” icon to add new sections.

• Element: Dropdown with all content section types (multiple sections of each type can be added).

• Add: Clicking “Add” inserts the section and moves the panel to the bottom.

Remove a report section
All sections except Summary have a trash can icon to remove them.

Report templates for partners
Available only to Emsisoft partners. Templates are data-less report structures (no scheduler/sharing info) and stored per partner account.

• Template overview:
  Template editor lists all templates with:

  • Name: User-defined template name

  • Sections: Content sections in report order

• Editing templates:
  Change the template name in the editing header bar. Add/remove/customize sections (e.g. upload partner logo, define device list columns/filters).
  Header bar also includes a workspace dropdown (admin/manager roles only) and a Preview button showing data from the selected workspace (last 30 days).

• Previewing templates:
  Displays the template using real data. In preview mode, hamburger menu options “Share”, “Clone” and “Save snapshot” are hidden.