Configured Reports
Main Dashboard > Select {Account} or {All Accounts} or {Group} > Reports
Users can create customized views of the rules and checks on their accounts, groups, and organizations using filters. These report configurations can then be saved and scheduled to be generated at a set time each week, to cater to the specific requirements of a team, manager, or administrator. For example, you can create a daily notification sent to a specific set of email recipients that is filtered on Severity and only created in the last 24hrs.
Action | Administrator | Power User | Custom - Full Access | Read Only | Custom - Read Only |
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Individual account - View and Generate Reports | ![]() |
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Individual account - Save, Edit, and Delete Configured Reports | ![]() |
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All accounts or Group - View and Generate Reports | ![]() |
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All accounts or Group - Save, Edit, and Delete Configured Reports | ![]() |
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Conformity offers 2 preconfigured reports:
Note: Preconfigured reports are only available for individual accounts.
User configured reports can be identified by the menu icon. To create a new Configured Report, click on the New Report button.
Expanding all of the above reports will display a history of the configured report. Users can also download reports from the list available in All Generated Reports or Generate reports on demand.
Note: Column ‘Scheduled’ indicates whether you have set a frequency for the reports to be auto-generated.