Strata Copilot
    Next-Gen Trust Security
    : Create a Custom Report
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    Next-Gen Trust Security

    Create a Custom Report

    Table of Contents

    Create a Custom Report

    Create custom reports to surface the certificate information most relevant to your environment.

    Permissions

    You must have the Superuser role to create custom reports. Reports display data scoped to your TSG assignment (parent TSG users see all data; child TSG users see only their TSG's data).

    Create a Custom Report

    1. Click Insights > Certificate Insights > Custom Reports.
    2. Click New.
      The Create a custom report window opens.

    Step 1: Report Details

    In Report Details, enter the following:
    • Name
    • Description
    1. Click Continue.

    Step 2: Configure Report

    In Configure Report, do the following:
    1. Under Report Template, choose one:
      • Standard Reports to start with predefined filter criteria.
      • Custom Reports to define your own filter criteria.
    2. In Filter Certificates By, click Add Filter to add or modify criteria.
    3. In Columns Selector, choose the columns to include.
    4. In Report Preview, review the first 20 results and selected columns. Adjust filters or columns as needed.
    5. Click Continue.

    Step 3: Review and Save

    Review the report configuration to confirm that the filters and columns reflect the data you want to analyze.
    1. Click Save.
    The report is added to the custom reports inventory, where you can view and refine it as needed.

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