Generating Executive Reports

Overview

Cato Executive Report gives executives a single, high-level view of account health across networking, security, applications, users, and operations. It helps quickly identify the trends, risks, and usage patterns that matter most for leadership reviews without manually collecting data from multiple pages. The report combines selected widgets from other Cato reports. It also includes dedicated views for User Risk and License Utilization so that you can highlight exposure, adoption, and operational priorities in one place.

You can generate the Executive Report as either a one-time or recurring report.

For more about working with reports, see Cato Reports.

Creating a Recurring Executive Report

Create a new recurring report by defining the Filters for the items included in the report, as well as the Schedule, which defines how often the report is generated - daily, weekly, or monthly. Generated reports are stored in the Cato Cloud, and they can be automatically emailed or downloaded. The Schedule also defines the time range that is covered by each report.

You can select the Mailing List of email addresses for the recipients, which can include Cato Management Application admins and external users.

For more information about Mailing Lists, see Working with Mailing Lists.

To create a recurring Executive Report:

From the navigation menu, select Home > Reports.
From the Catalog tab, select the Executive Report template.
Click Generate > Create Schedule.
Enter a Report Name.
(Optional) In Filters, select specific sites or users for the Predefined Report.
By default, the Predefined Report includes all sites and users.
To include multiple sites or users in the report, use the IN operator.
Define when the report is generated and sent:
1. Select the Frequency that the report is automatically sent: Daily, Weekly, or Monthly.
2. For Weekly and Monthly Scheduled reports, in Every select the day that the report is sent.
In Send to Mailing List, select the Mailing List that receives the report.
You can click New to create a new mailing list.
Click Save Schedule. The report is added to the Saved Reports tab.

Manually Generating a Recurring Report to Download

Recurring reports are automatically generated based on their schedule settings. For example, a weekly report configured for Monday, is generated every Monday. You can also choose to manually generate a recurring report on demand, in which case the generated report uses the defined time range based on the current day.

If an admin manually generates a weekly report on a Tuesday, the time range for the report is the previous 7 days starting from that Tuesday, regardless of the starting day of the recurring report. For more information about the time range of recurring reports, see Cato Reports.

To generate a recurring report on demand:

From the navigation menu, select Home > Reports.
From the Saved Reports tab, find the recurring report and click Generate Now.
From the Generated PDFs tab, find the report and click Download.

Creating a One-Time Executive Report

Create a new One-Time report template and define the Filters for the items included in the report. Then define the Time Range that the report covers.

To create a One-Time report:

From the navigation menu, select Home > Reports.
From the Catalog tab, select the Executive Report template.
Select Generate > Generate Now.
Enter a Report Name.
In Filters, define the Timeframe and Timezone of the report.
Click Generate. The report is generated, and you download it from the Generated PDFs tab.

Understanding the Executive Report

These are the sections in the Executive Report: