Report Folders

Report Access

The level of access in the AlertBoot Custom Report system determines which reports are available to users. The Systems Administrator controls the level of access for each user.

For more information regarding setting levels of access, see Creating a New Report Folder or Permissions and Versions.

Below are some of the default report folders available on the Reports Home screen. You may not see all of these folders, or you may see different folders if your administrator has customized your reporting view.

Standard Report Folder List:

AlertBoot Reports	Reports outlining general encryption status, and AlertBoot system logs
GLBA Compliance Reports	Reports designed to provide support for compliance with the Gramm-Leach-Bliley Act (GLBA)
HIPAA Compliance Reports	Reports designed to provide support for compliance with the Health Insurance Portability and Accountability Act (HIPAA).
ISO Compliance Reports	Reports designed to provide support for compliance with the International Organization for Standardization (ISO)
PCI Reports	Reports designed to provide support for compliance with the Payment Card Industry Data Security Standard (PCI DSS)
SOX Reports	Reports designed to provide support for compliance with the Sarbanes-Oxley Act (SOX)

Viewing the Contents of a Report Folder

You may access All Reports or Recent Reports as shown below, or you may view reports in a specific folder.

To access all of the reports available to you:

Click the All Reports tab at the bottom of the Reports Home screen.
All available reports will display in the display area below the All Reports tab.

To access recently viewed reports:

Click the Recent Reports tab at the bottom of the Reports Home screen.
A list of recently viewed reports will display in the display area below the Recent Reports tab.

To view reports in a specific folder

Click the dropdown arrow to the right of the Folder field.
Select a report folder from the dropdown list
Click Go.

The reports contained in the selected folder will load in the display area at the bottom of the screen.

Creating a New Report Folder

Permissions and levels of access are tied to Report Folders. You may create new report folders for different groups of employees, or simply create a report folder that puts all of your favorite reports together.

To create a new report folder:

From the Reports Home screen, click Create New Folder under the Report Folders section.

Enter the name for the new folder.
Enter a description for the new folder (optional).
Different reports may have different levels of security. Check the box for "Apply folder permissions to all reports." to make all the selected reports easily accessible to the designated employees.

Move reports from existing folders to this new folder:

Choose a folder from the Folder dropdown list.
Select reports from the box on the left and click the + to add them to the list on the right.

If you make a mistake, highlight the report in the box on the right and click the x to remove it from the folder.

Then click OK.

Set the employee permissions by selecting groups and/or individuals from the right side and moving them into the appropriate Folder Permissions group on the left:

View	Users in this group can view reports but cannot modify them
View & Manage	Users in this group can view reports and modify them
Hidden	Users in this group will not see this folder and its reports

Click Save to save your new folder.

Editing an Existing Report Folder

Edit an existing folder or one of your created folders in order to:

Change the name
Change the description
Update the permissions
Move reports in and out of the folder

To edit an existing report folder:

In the Report Folders section of the Reports Home screen select a report folder from the Folder dropdown list and click Go.

On the Folder Contents screen, click Edit next to the Folder dropdown list.

Update the folder properties and click Save when finished.

Disabling an Existing Report Folder

See Disabling and Enabling Reports and Folders for more information.