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Privacera Platform

Reports

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Built-in Reports

Types of built-in reports

Privacera Discovery features the following Built-in Reports:

Data Discovery Overview report

The Data Discovery Overview report is a built-in report that provides counts of tags associated with specific applications.

  • Filesystem shows a count of files with tags, number of tags, and number of files scanned.

  • Database shows a count of tables and columns with tags, number of tags, and number of column scanned.

View the Data Discovery Overview report

To view the Data Discovery Overview report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Data Discovery Overview section, click View or Edit Report.

    The Data Discovery Overview page is displayed.

Save the Data Discovery Overview report

To save the Data Discovery Overview report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Data Discovery Overview section, click View or Edit Report.

  3. Apply filters (optional).

  4. Click Save.

    The Save Report dialog is displayed.

  5. In the Report Name field, enter a name for the report.

  6. In the Description field, enter a description of the report (optional).

  7. Select a time from the Time section.

  8. Review the applied filters in the Filter Parameter section.

  9. Click Save.

    The report is saved to Saved Reports.

Download the Data Discovery Overview report

The Data Discovery Overview report can be exported in PDF format.

To download the Data Discovery Overview report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Data Discovery Overview section, click View or Edit Report.

  3. Click Download Report.

    The report downloads in PDF format.

Apply filters to the Data Discovery Overview report

You can filter the information displayed on the Data Discovery Overview report. The filters you apply are saved with the report.

You can apply the following filters to the Data Discovery Overview report:

  • Partial Match or Exact Match

  • Filter by Application

  • Filter by Tags

  • Filter by Datazone

  • Select Scan Type

  • Search by Scan ID

  • Date

To apply filters to the Data Discovery Overview report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Data Discovery Overview section, click View or Edit Report.

  3. Select the filter you want to apply.

You can also apply Query Filters to the Data Discovery Overview report.

Apply Query Filters to the Data Discovery Overview report

You can apply Query filters to the Data Discovery Overview report by enabling the Query Filters toggle. See Reports with the Query Builder for more information.

Data Discovery Overview graphs

The Data Discovery Overview report includes three graphs:

  • Tag Applied (Top 10)

  • Tags by Application (Top 10)

  • Tags by Datazone (Top 10)

Data inventory

This report provides details of tags at the file- or the table/column-level.

  • Filesystem shows a count of files with tags, number of tags, and number of files scanned.

  • Database shows a count of tables and columns with tags, number of tags, and number of columns scanned.

DataInventory.jpg

The following information is shown under the classifications:

  • Datazone: Name of datazone.

  • Application: Name of application.

  • Scan Id: The scan identifier indicates the type of scan.

  • Resource: Name of resource. Click the name of a resource to view the Resource Detail page. This page is divided into three tabs with counts of records in each tab: Tag Details, Alerts Details, and Lineage.

  • Updated On: Date and time of most recent classification.

  • Tag: List of tags associated with the particular resource. Click a tag name to view detailed information about the tag.

  • The following information is shown under Data Info:

    • Field Name.

    • Sample Values.

    • Reason.

    • Score.

    • Status.

    • Status Change Reason.

View/Edit Report

To view/edit a report, use the following steps:

  1. On the Privacera home page, on the left, expand the Reports menu and click Built-in Reports.

  2. Under Data Inventory, click View or Edit Report.

    The Data Inventory report page is displayed.

  3. To edit/view the report, you can apply different search filters such as search by application, tag, and datazone. In addition, you can apply date ranges and other advanced filters.

Save Report

To save the report, use the following steps:

  1. You can apply different search filters such as search by application, tag, and datazone. In addition, you can apply date ranges and other advanced filters.

  2. Click Save.

  3. Enter the following details:

    • Report Name (mandatory)

    • Description

    • Time

    • Exclude Resource

    • Exclude Description

  4. Click Save.

The report is saved. You can view the saved report under Saved Reports.

Search Filters

The following filters are available. Also, whenever you apply the search filter, it is saved with the report.

To apply various search filters, use the following steps:

  1. On the Privacera home page, on the left, expand the Reports menu and click Built-in Reports.

  2. Under Data Inventory, click View or Edit Report.

    The following search filters are available:

    • Search by Application: This search filter allows you to view the result by the application name.

    • Search by Tags: This search filter allows you to view the result by the tags.

    • Search by Datazone: This search filter allows you to view the result by the datazone.

  3. On the Reports page, click Search by Application, Search by Tags, or Search by Datazone. You can select multiple items.

  4. Based on selected search criteria, the report will be displayed. Similarly, you can search by Tags and Datazone.

  5. Optionally, you can Group Folders and Group Tables.

Export to CSV

To export the report in CSV file, use the following steps:

  1. In the Built-in Reports page, click Export to CSV.

  2. The Export to CSV pop-up is displayed.

  3. Select the required fields to include in the report:

    • No of Resource or All.

    • Any of the following columns or All:

      • Application: Name of application.

      • Datazone: Name of datazone.

      • DB: Name of database.

      • Table: Name of table.

      • Column: Name of column in the table.

      • NonNullCount: Non-null count.

      • Score: Score value of the tag.

      • Tags: Name of tag.

      • TagReason: The basis tag for applying the tag, such as lookup, model, match pattern content.

      • TagStatus: Status of tag.

      • TagStatusReason: Reason for change in tag status.

      • Owner: Name of resource owner.

      • Location: Path of resource.

      • Encrypted: True or false.

      • CreatDate(mm/dd/yyyy): Creation date and time of resource.

      • UpdateDate: Update date and time of classification.

      • Size: Size of resource.

  4. Check any of the following options:

    • Include Empty metaname tagged columns.

    • Include empty table.

    • Show only column tags on column.

    • Exclude external table location.

    • Exclude Reviewed Tags.

  5. Click Export.

The report is downloaded.

Discovery Alerts

The Discovery Alerts report lists non-compliance alerts generated during scans. The Discovery Alerts report page displays the number of high, medium, and low level alerts as well as graphs that display information about the alerts.

View the Discovery Alerts report

To view the Discovery Alerts report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Discovery Alerts section, click View or Edit Report.

    The Discovery Alerts report page is displayed.

Save the Discovery Alerts report

To save the Discovery Alerts report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Discovery Alerts section, click View or Edit Report.

  3. Apply filters (optional).

  4. Click Save.

    The Save Report dialog displays.

  5. In the Report Name field, enter a name for the report.

  6. In the Description field, enter a description of the report (optional).

  7. Select a time from the Time section.

  8. Review the applied filters in the Filter Parameter section.

  9. Click Save.

Download the Discovery Alerts report

You can download the Discovery Alerts report in PDF format.

To download the Discovery Alerts report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Discovery Alerts section, click View or Edit Report.

  3. Click Download Report.

    The report downloads in PDF format.

Apply filters to the Discovery Alerts report

You can filter the information displayed on the Discovery Alerts report. The filters you apply are saved with the report.

You can apply the following filters to the Discovery Alerts report:

  • Search by Application: View the results by application name.

  • Search by Datazone: View the results by datazone.

  • Search by Alert Level: View the results based on rating.

  • Search by Policy: View the results by policy.

  • Search by Alert For: View the results by alerts.

  • Date: Search by specific date range.

To apply filters to the Discovery Alerts report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Discovery Alerts section, click View or Edit Report.

  3. Select the filter you want to apply.

You can also apply Query Filters to the Discovery Alerts report.

Apply Query Filters to the Discovery Alerts report

You can apply Query filters to the Discovery Alerts report by enabling the Query Filters toggle. See Reports with the Query Builder for more information.

Scan Summary

The Scan Summary report is a summary of Discovery scans.

The Scan Summary report includes the following information:

  • Time: The date and time of the scan.

  • Application: The name of the application.

  • Scan Id: The scan identifier.

  • Resource: The name of the resource with the full path.

  • Resource Type: The status of the tag, such as tagged or untagged.

View the Scan Summary report

To view the Scan Summary Report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Scan Summary section, click View or Edit Report.

    The Scan Summary report page is displayed.

Save the Scan Summary report

To save the Scan Summary report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Scan Summary section, click View or Edit Report.

  3. Apply filters (optional).

  4. Click Save.

    The Save Report dialog displays.

  5. Enter the following details:

    • Report Name (mandatory).

    • Description.

    • Time.

  6. Click Save.

    The report is saved to Saved Reports.

Export the Scan Summary report to CSV

To export the Scan Summary report in CSV format, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Scan Summary section, click View or Edit Report.

  3. Click Export to CSV.

    The Export dialog displays.

  4. You can select All or you can remove the default columns displayed under Columns.

  5. Click Export.

    The Scan Summary report is downloaded in CSV format.

The exported CSV file includes the following information:

  • Time: The creation date and time of classification.

  • Application: The name of the application.

  • ScanID: The scan identifier.

  • Resource: The name of the resource.

  • Status: The status of the tag, such as tagged or untagged.

Apply filters to the Scan Summary report

You can filter the data that appears in the Scan Summary report. The Scan Summary report includes the following filters:

  • Search by Resource: View the results by the resource name.

  • Search by Application: View the result by the application name.

  • Search by ScanID: View the result by the scan id.

  • Scan ID

  • Resource Status

  • Date: View the results by date.

When you select a Failed Resource and click Show Logs, the reason for the failure is shown in the report and can be exported

To apply filters to the Scan Summary report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Scan Summary section, click View or Edit Report.

  3. Select the filter you want to apply.

Data Zone Report

This report provides details about data zones that have sensitive data or PII.

  • Filesystem shows a count of files with tags, number of tags, and number of files scanned.

  • Database shows a count of tables and columns with tags, number of tags, and number of columns scanned.

The Data Zone Report displays the following information:

  • Datazone name

  • Datazone Create Date

  • Each Tag Applied

  • Latest Date Tag applied

  • Latest Tag Rejected/Accepted

  • Latest Tag Rejected/Accepted Date

View the Data Zone Report

To view the Data Zone report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Data Zone Report section, click View or Edit Report.

    The Data Zone Report page displays.

Save the Data Zone Report

To save the Data Zone report, follow these steps:

  1. On the Data Zone Report page, click Save.

  2. Enter the following details:

    • Report Name (mandatory)

    • Description

    • Time

    • Exclude Resource

    • Exclude Description

  3. Click Save.

    The report is saved to Saved Reports.

Apply filters to the Data Zone report

You apply the following filters to the Data Zone report:

  • Search by Datazone: View results by datazone name.

  • Search by Tags: View results by tag name.

  • Search by Tag attributes: View results by tag attributes.

  • Search by Application: View results by application name.

To apply filters to the Data Zone report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Data Zone Report section, click View or Edit Report.

  3. Select the filter you want to apply.

Export the Data Zone report to CSV

To export the Data Zone report in CSV format, do the following:

  1. On the Data Zone Report page, click Export to CSV.

    The Export dialog displays.

  2. Select the required fields to include in the report:

    • No. of Resource or All.

    • Any or all of the following columns:

      • Application: Name of application.

      • Datazone: Name of datazone.

      • DB: Name of database.

      • Table: Name of table.

      • Column: Name of column in the table.

      • NonNullCount: Non-null count.

      • Score: Score value of the tag.

      • Tags: Name of tag.

      • TagReason: The basis tag for applying the tag, such as lookup, model, match pattern content.

      • TagStatus: Status of tag.

      • TagStatusReason: Reason for change in tag status.

      • Owner: Name of resource owner.

      • Location: Path of resource.

      • Encrypted: True or false.

      • CreatDate(mm/dd/yyyy): Creation date and time of resource.

      • UpdateDate: Update date and time of classification.

      • Size: Size of resource.

  3. Check any of the following options:

    • Include Empty metaname tagged columns.

    • Include empty table.

    • Show only column tags on column.

    • Exclude external table location.

    • Exclude Reviewed Tags.

  4. Click Export.

    The Data Zone report downloads in CSV format.

Tag review summary

The following information is included in the Tag Review Summary report.

  • Review counts: The number of reviewed resources, user accepted tags, and user rejected tags.

  • Charts: section displays the below charts.

    • Tag Summary by all Users

    • Most accepted and rejected tags (Top 5)

    • Datazones

View/ddit report

To view/edit an existing report, use the following steps:

  1. On the Privacera home page, expand the Reports menu and click on Built-in Reports from left menu.

  2. Under Audit Summary>Tag Review Summary, click View or Edit Report.

    The Tag Review Summary report page is displayed.

  3. To view/edit the report, you can apply the different search filters such as search by User, Application, Tag, and Datazone. You can also apply filter by using specific date range.

Save report

To save the report, use the following steps:

  1. On the Privacera home page, on the left, expand the Reports menu and click Built-in Reports.

  2. Under Tag Review Summary, click View or Edit Report.

  3. You can apply different search filters such as search by application, tag, and datazone. In addition, you can apply date ranges and other advanced filters.

  4. Click Save.

    The Save Report pop-up is displayed.

  5. Enter the following details:

    • Report Name (mandatory).

    • Description.

    • Time.

  6. Click Save.

The report is saved and is viewable under Saved Reports.

Download report

To download an existing report, use the following steps:

  1. On the Privacera home page, on the left, expand the Reports menu and click Built-in Reports from left menu.

  2. Under Tag Review Summary, click View or Edit Report.

  3. On the Built-in Reports page, click Download Report.

The report is downloaded in PDF format.

Search filters

To apply various search filters, use the following steps:

  1. On the Privacera home page, on the left, expand the Reports menu and click Built-in Reports.

  2. Under Tag Review Summary, click View or Edit Report.

    The following search filters are available:

    • Search by Users: View the result by the Users name.

    • Search by Application: View the result by the application name.

    • Search by Tags: View the result by the tags.

    • Search by Datazone: View the result by the datazone.

    You can also search by date range.

Tag Review Inventory Summary

The Tag Review Inventory Summary report provides details about tags that have been reviewed.

The following information is included in the Tag Review Inventory Summary report:

  • User: The name of the user. Click the username to view detailed information about the tag.

  • Datazone: The name of the datazone.

  • Application: The name of the application.

  • Resource: The name of the resource. Click on the resource to view the Resource Detail page, which includes tabs such as Tag Details, Alerts Details, and Lineage along with the count of records in each tab.

View the Tag Review Inventory Summary report

To view the Tag Review Inventory Summary report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Tag Review Inventory Summary section, click View or Edit Report.

    The Tag Review Inventory Summary report page displays.

Save the Tag Review Inventory Summary report

To save the Tag Review Inventory Summary report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Tag Review Inventory Summary, click View or Edit Report.

    The Tag Review Inventory Summary report page is displayed.

  3. Apply filters (optional).

  4. Click Save.

    The Save Report dialog displays.

  5. Enter the following details:

    • Report Name (mandatory).

    • Description.

    • Time.

  6. Click Save.

    The report is saved to Saved Reports.

Export the Tag Review Inventory Summary report to CSV

To export the report in CSV file, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Tag Review Inventory Summary section, click View or Edit Report.

  3. Click Export to CSV.

    The Export dialog displays.

  4. You can select All columns or you can deselect any of the default columns.

  5. Click Export.

    The Tag Review Inventory Summary downloads in CSV format.

The following are columns in the exported CSV file:

  • ReviewedBy: The name of the reviewer.

  • Application: The name of the application.

  • Datazone: The name of the datazone.

  • DB: The name of the database.

  • Table: The name of the table.

  • Column: The name of the column in the table.

  • Score: The score value of the tag.

  • Tags: The name of tag, such as US_PHONE_NUMBER or EMAIL.

  • TagReason: Why the tag has been applied, such as lookup, model, or match pattern content.

  • TagStatus: The status of the tag.

  • TagStatusReason: The reason for the tag status change.

  • Owner: The name of the resource owner.

  • Location: The location (path) of the resource.

  • Size: The size of the resource.

  • ReviewedOn(mm/dd/yyyy): The review date and time of classification in MM/DD/YYYY format. E.g. 04/16/2020 11:32:35

Apply filters to the Tag Review Inventory Summary report

You can filter the data that appears on the Tag Review Inventory Summary report using the following filters:

  • Search by Resource: Allows you to view the result by the resource name.

  • Search by User: Allows you to view the result by the user name.

  • Search by Application: Allows you to view the result by application name.

  • Search by Tags: Allows you to view the result by the tags.

  • Search by Datazone: Allows you to view the result by the datazone.

To apply filters to the Tag Review Inventory Summary report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Tag Review Inventory Summary section, click View or Edit Report.

  3. Select the filter you want to apply.

Compliance Summary

The Compliance Summary report is a summary of all the "components" (for example, users and IP addresses) that have access to your data.

The Compliance Summary report has the following sections:

  • Service

  • Access By Tags

  • Users

  • IP Address

  • Resources

  • Heat Map

  • Audits

The Heat Map and Audits sections include:

  • Data Access.

  • Policy ID.

  • Result.

  • Event Time.

  • Application.

  • User.

  • Service Name/Type.

  • Service Type.

  • Resource Name/Type.

  • Access Type.

  • Access.

View the Compliance Summary report

To view the Compliance Summary report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Compliance Summary section, click View or Edit Report.

    The Compliance Summary page is displayed.

Apply filters to the Compliance Summary report

You can filter the data that appears on the Compliance Summary report using the following filters:

  • Search by Service: View the result by service.

  • Search by Tags: View the result by tag.

  • Search by Users: View the result by user.

  • Search by IP Address: View the result by IP Address.

  • Search by Resources: View the result by resources.

  • Date: View the results by date.

  • Exclude Service Users: Exclude service users from the report.

To apply filters to the Compliance Summary report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Compliance Summary section, click View or Edit Report.

  3. Select the filters you want to apply.

Save the Compliance Summary report

To save the Compliance Summary report, do the following:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Compliance Summary section, click View or Edit Report.

  3. Apply filters (optional).

  4. Click Save.

    The Save Report dialog displays.

  5. Enter the following details:

    • Report Name (required)

    • Description

    • Select the Time

  6. Click Save.

    The report is saved to Saved Reports.

Download the Compliance Summary report

To download the Compliance Summary report, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. In the Compliance Summary section, click View or Edit Report.

  3. Apply filters (optional).

  4. Click Download Report.

    The report downloads in PDF format.

Saved Reports

The Saved Reports page displays the following information:

  • Report Name: The name of the report.

  • Report Type: The type of report. For example: Data Discovery Overview, Data Inventory, or Discovery Alerts.

  • Schedule Type: The schedule type. For example: monthly, weekly, or hourly.

  • Start Time: The start time of the report.

  • Day: The day of the report.

  • Month: The month of the report.

  • Owner: The owner of the report. Click the column name to sort in ascending or descending order.

  • Updated By: The name of the user who updated the report. Click the column name to sort in ascending or descending order.

  • Updated On: The date and time the report was most recently updated. Click the column name to sort in ascending or descending order.

  • Actions: Preview, edit, or delete the report.

Export saved reports to CSV

You can select multiple saved reports for exporting in CSV format.

To export saved reports in CSV format, follow these steps:

  1. From the navigation menu, select Reports > Saved Reports.

    The Saved Reports page displays.

  2. Click Export CSV.

  3. From the dropdown menu, select the reports you want to export.

  4. Click Export.

    The reports are exported in CSV format.

Customize report fields

You can select specific fields you want for the following reports:

  • Data inventory

  • Tag Review Inventory Summary

  • Scan Summary

  • Compliance Summary

To customize report fields, do the following:

  1. Select the names of the reports that you want to export.

    The Export to CSV dialog displays.

  2. Customize the fields you want to export:

    • No. of Resource, All checkbox: Clear this checkbox if you want only a specific number of resources.

    • Columns, All checkbox: Clear this checkbox to include only specific columns.

    • Include empty metaname tagged columns: Select this checkbox to include empty columns (columns that do not have data) but have been tagged.

    • Include empty table: Select this checkbox to include empty tables (tables that do not have data) but have been tagged at the table and column level.

    • Include empty table: Select this checkbox to include empty tables (tables that do not have data) but have been tagged at the table and column level.

    • Show only column tags on column: Select this checkbox to show only the tags at the column level but not the tags at the table level.

    • Exclude External Table Location: Select this checkbox to exclude a table for HDFS resource.

    • Exclude Reviewed Tags: Select this checkbox to exclude already reviewed tags from the report.

  3. Click Export.

    The report is exported in CSV format.

Note

If the reports have a large number of rows and the export requires much time, they run as an offline job and the following message is displayed:

"This request has been submitted as an Offline job. The Job Id is *<some_job_number>*."

See Offline Reports for more information.

Offline Reports

Reports that result in a large number of rows and that would require much time to export are moved to Offline Reports. To view offline reports, select Reports > Offline Reports from the navigation menu. The Offline Reports page shows the status of every report export operation.

The Offline Reports page displays the following information:

  • Job Id: The job ID of the offline report.

  • Job Status: The job status. For example: success or failed.

  • Report Name: The name of the report.

  • Created By: The name of the user who created the report.

  • Create Time: The report creation date and time.

  • End Time: The report creation end date and time.

  • File Path: The location of the file.

  • File Size: The file size of the report.

  • Action: Download the offline report.

Reports with more than million rows are exported in zip format.

Download offline reports

If the Job Status of a report is Success, you can download the report.

To download offline reports, follow these steps:

  1. From the navigation menu, select Reports > Offline Reports.

  2. Click the Download Report icon in the Actions column.

    The report is downloaded.

Reports with the Query Builder

With the Query Builder, you can create reports using Privacera-supplied and custom filters.

There are two types of queries:

  • Privacera-supplied: Dropdown menus to specify values of fields that must be included in the search results.

  • Query Filters : Allow you specify fields that must or must not be included in the search results.

Access the Query Builder

To access the Query Builder, follow these steps:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. Select View or Edit Report to open either Data Discovery Overview or Discovery Alerts.

    The Query Builder page is displayed.

The Privacera-supplied filters are shown at the top. Search results are displayed at the bottom.

From left to right across the top:

  • Partial or full match of the data

  • Dropdown menus to search by Application, Tag, Datazone, or to exclude a certain resource.

  • Search by location.

  • Search only the last seven days.

  • Scan type: either Offline or Realtime.

  • Group Folders in the output.

  • Group Tables in the output.

Available filters

The following filters are the basis for both the Privacera-supplied search and custom Query Filters.

Filter

Description

Application

The application running on the asset, such as a web server or database.

Tags

User-defined information fields you have applied to assets.

Tag Attributes

Additional criteria on those tags to further refine the information.

Datazone

Your logical grouping of the assets by type or security level of the data

Datazone Owner

The registered user or group that manages that datazone

About the Scan Type filter

The Scan Type dropdown menu has the following selections:

  • Offline: The report is based on the most recently stored data collected from the assets by Privacera.

  • Realtime: The report is based on data collected from the assets at the time the report is run. Depending on the number of assets you have, network latency, and other considerations, generating a realtime report might require that you be patient for the results.

Use the Query Builder

This is a general approach to using the Query Builder. As you become more familiar with the tool, you will refine this general approach for your needs.

Prerequisites:

  • Be sure you have a good understanding of the types of information you have associated with your cloud-based assets: the applications, tags, datazones, and other categories. See Available filter fields.

  • Decide on the fields that will display the information you want to see. For instance, are you interested in the applications or the datazones or both?

To use the Query Builder, follow these steps:

  1. From the dropdown menus on the Query Builder page, select the fields you want to see.

  2. As you make selections, total counts of the assets in various categories based on your selection criteria and the complete results of the search are dynamically displayed.

  3. Look at the output to determine if you have the data you want to see. You can adjust the menu selections to further refine the results. You can also use Query Filters to tailor the output to your needs.

Save or export a report

To reuse a search at a later time, click Save and enter a name for the search.

To download a copy of the resulting data in Comma-Separated Value (CSV) format, click Export to CSV and follow the leading prompts.

Create custom reports with Query Filters

Using Query Filters, you can find and view precise information about your cloud-based assets.

Conditions, filters, “Are”, and “Are Not”

You can define certain conditions to filter the data to select the assets you are interested in. These filters are listed in Available filter fields. You set these conditions as either Are applicable (the filter must match) or Are Not applicable (the filter must not match) to the assets you are interested in.

You can combine multiple conditions to further refine your search.

Enable Query Filters

To enable Query Filters:

  1. From the navigation menu, select Reports > Built-in Reports.

  2. Click View or Edit Report to open either Data Discovery Overview or Discovery Alerts.

  3. Enable Query Filters using the Query Filters toggle.

Apply Query Filters

This is a general approach to using Query Filters. As you become more familiar with the tool, you will refine this general approach for your precise needs.

Prerequisites:

  • Be sure you have a good understanding of the types of information you have associated with your cloud-based assets: the applications, tags, datazones, and other categories. See Available filter fields.

  • Decide the condition or conditions that will display the information you want to see. For instance, are you interested in the applications or the datazones or both?

To apply Query Filters, follow these steps:

  1. Enable Query Filters using the Query Filters toggle.

  2. Select Add Condition.

  3. From the dropdown menus for the condition:

    1. On the left, select the needed filter.

    2. In the middle, specify whether that filter is applicable (Are) or not applicable (Are Not) to the search.

    3. On the right, enter a string that matches what you are interested in.

    A list of matching data is displayed from which you can select the exact field. The Query Preview on the right shows a text representation of the query.

  4. Add more conditions, if required. To add another condition, specify AND to indicate that the condition is required or OR to indicate that the condition is optional.

  5. After you have added all required conditions, click Search.

    The total counts of the assets in various categories based on your filter criteria and the complete results of the search are displayed.