Generate, Schedule, and Email Reports

You can configure reports to run immediately or schedule them to run at specific intervals. You can save and export the reports or email them to specific recipients. Emailing is particularly useful if you want to share reports with administrators who do not have access to Panorama. Panorama supports the same report types as the Palo Alto Networks firewall.
It is recommended that you install matching software releases on Panorama and the firewalls for which you will generate reports. For example, if the Panorama management server runs Panorama 8.0, install PAN-OS 8.0 on its managed firewalls before generating the reports. This practice avoids issues that might occur if you create reports that include fields supported in the Panorama release but not supported in an earlier PAN-OS release on the firewalls.
  1. Configure Panorama to receive and store user and user group information that it receives from firewalls.
    Required to generate reports based on usernames and groups instead of just IP addresses.
    1. If you want Panorama to include user group information in reports, upgrade the managed firewalls to PAN-OS 8.0 or a later release. Panorama cannot synchronize group information from firewalls running earlier releases.
    2. Select
      Panorama
      Setup
      Management
      , edit the Panorama Settings, and
      Enable reporting and filtering on groups
      .
    3. Configure device groups if you haven’t already. For each device group:
      • Select a
        Master Device
        , which is the firewall that provides user and user group information to Panorama.
      • Enable Panorama to
        Store users and groups from Master Device
        .
  2. Generate reports.
    The steps to generate a report depend on the type.
    • Custom report:
      1. Select
        Monitor
        Manage Custom Reports
        and
        Add
        the report.
      2. Enter a
        Name
        to identify the report.
      3. Select a
        Database
        for the report.
        You can base the report on
        Summary Databases
        or
        Detailed Logs
        databases.
        To base the report on logs stored on the Panorama management server and Log Collectors, select
        Panorama Data
        (
        recommended for faster performance
        ).
        To base the reports on logs stored on the managed firewalls, select
        Remote Device Data
        . This option is for cases where the firewalls might have logs that were not yet forwarded to Panorama. However, because Panorama must query the firewalls directly, this option is slower.
      4. Select
        Scheduled
        .
      5. Define your log filtering criteria by selecting the
        Time Frame
        ,
        Sort By
        order,
        Group By
        preference, and the columns (log attributes) that the report will display.
      6. (
        Optional
        ) Use the
        Query Builder
        to further refine the log filtering criteria based on log attributes.
      7. To test the report settings, select
        Run Now
        . If necessary, modify the settings to change the information that the report displays.
      8. Click
        OK
        to save the custom report.
    • PDF Summary Report
      :
      1. Select
        Monitor
        PDF Reports
        Manage PDF Summary
        and add the report.
      2. Enter a
        Name
        to identify the report.
      3. Use the drop-down for each report group and select one or more of the elements to design the PDF Summary Report. You can include up to 18 elements.
      4. Click
        OK
        to save the settings.
  3. Configure a
    Report Group
    .
    It can include predefined reports, PDF Summary reports, and custom reports. Panorama compiles all the included reports into a single PDF.
    1. Select
      Monitor
      PDF Reports
      Report Groups
      and
      Add
      a report group.
    2. Enter a
      Name
      to identify the report group.
    3. (
      Optional
      ) Select
      Title Page
      and add a
      Title
      for the PDF output.
    4. Select reports in the Predefined Report, Custom Report, and PDF Summary Report lists.
    5. Add
      the selected reports to the report group.
    6. Click
      OK
      to save the settings.
  4. Configure an Email server profile.
    The profile defines how the firewall connects to the server and sends email.
    1. Select
      Panorama
      Server Profiles
      Email
      and
      Add
      a server profile.
    2. Enter a
      Name
      to identify the profile.
    3. Add
      up to four SMTP servers and
      Add
      the following information for each one:
      • Name
        —A name to identify the SMTP server (1 to 31 characters). This field is just a label and doesn’t have to be the hostname of an existing server.
      • Email Display Name
        —The name to display in the From field of the email.
      • From
        —The email address where notification emails will be sent from.
      • To
        —The email address to which notification emails will be sent.
      • Additional Recipient
        —To send notifications to a second account, enter the additional address here.
      • Email Gateway
        —The IP address or hostname of the SMTP gateway to use to send the emails.
    4. Click
      OK
      to save the profile.
  5. Schedule the report for email delivery.
    1. Select
      Monitor
      PDF Reports
      Email Scheduler
      and
      Add
      an email scheduler profile.
    2. Enter a
      Name
      to identify the profile.
    3. Select the
      Report Group
      , the Email server profile you just created (
      Email Profile
      ), and the
      Recurrence
      for the report (default is
      Disable
      ).
    4. Send test email
      to verify that the email settings are accurate.
    5. Click
      OK
      to save your changes.
    6. Select
      Commit
      Commit to Panorama
      and
      Commit
      your changes.

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