Create a Custom Report

Table of Contents

Create a Custom Report

Build a custom security report in AI Canvas by assembling widgets and page layouts, then distribute the completed PDF from the Reports page.

Where Can I Use This?	What Do I Need?
Strata Cloud Manager	Strata Cloud Manager Pro license Prisma Access license Acceptance of the Strata Copilot SEULA for the tenant

Use Custom Reports when standard report templates don't include the specific data your audience needs.

Select Strata CanvasReports from the Strata Cloud Manager menu.
In the Custom Reports section, click the Create New card (+).
You can also click + Create New in the top-right corner of the Reports page to open the editor directly.
fig
Choose whether to start from scratch or select a pre-built template.
Enter a name and description for the report in the header toolbar.
Add and organize pages in your report:
- To add a page, click Add Page.
- To reorder pages, drag the page thumbnails in the bottom navigation panel into the order you want.
- To delete a page, select it and click the Delete Page icon. The report requires at least one page.
Add widgets to each page from the widget library on the right sidebar.
Drag a widget onto the page grid. You can resize, reorder, rename, and remove widgets after placing them. Widgets that require user interaction are not available because they don't render accurately in PDF output.
(Optional) Click Create Widget to create a new widget using the natural language prompt.
1. In the prompt field, enter a description of the content you want—for example, Show top threats by severity and affected assets—then click the send arrow.
2. Click the Select Sources + icon in the prompt window and select one or more data sources for the widget.
  Available data sources include
  Autonomous DEM
  Cloud-Delivered Security Services (CDSS) for Advanced Threat Prevention, Advanced WildFire, and Advanced URL Filtering
  Prisma Access logs and metrics
  Prisma Browser
  Log Viewer data
3. Click Add to Widget Library, then drag the widget onto the report page.
Configure global filters for the report in the left sidebar.
Filters apply to every compatible widget across all pages simultaneously. The available filters adjust dynamically based on the widgets present in the report.
Click Print view to preview the report and click Save.
The saved report appears in the Custom Reports section of the Reports page, where you can download it as a PDF, share it with recipients by email, or schedule it for recurring delivery.