Policy Guide › Editing Policies in the Administration Console › Policy Reports

Policy Reports

Editing policies can involve extensive changes to similar-settings. For example, you might want to quickly compare the Search Text words and phrases used by your Data In Motion and email triggers. Or you may want to re-enable various triggers but you cannot remember which ones are explicitly disabled. These are typical problems facing policy administrators, especially where policy editing privileges have been granted to multiple administrators.

Policy reports eliminate these problems and allow you to keep track of changes to individual policies. Policy reports gather the settings or folders that interest you into a single list and let you make instant changes to values and attributes. You can even copy report items into external documents or spreadsheets. This can be useful, for example, if you want to compare settings in different policies.

Policy reports are available for both user and machine policies. The scope of each report is shaped by the report filters. For example, you can quickly identify items that have been edited in the current session or that do not use default (inherited) values or attributes. You can further refine the report to include only particular types of settings (for example, list settings or True/False settings) or policy items with specific names. Finally, you can choose which parts of the policy to report on; you can generate a report for the entire policy, or you can limit it to a specific branch.

For example, if a policy report reveals that your email triggers are using different Search Text values to your Data In Motion triggers, you can immediately edit your email settings without returning to the Policy Editor screen. Likewise, you can run a single report to identify all disabled triggers and instantly re-enable them.

Policy Report dialog

1. Report filters: Pinpoint the policy items you want using the report fields: Select, Show, From, and Where name contains.
2. Report items: Right-click items to edit values, change attributes, locate or copy.
3. Type column: Icons identify settings and folders and also indicate the item status (hidden, enforced or disabled).
4. Item name: Shows the full name and policy path of the setting or folder.
5. Setting value: Shows the current value of each setting.
6. Attributes: Shows the current attribute status (Disabled, Enforced, Hidden) of each setting and folder.
7. Using Inherited Value: A ‘No’ value indicates that the value has been customized and differs from the value that the setting inherited.
8. Find Now button: Click to generate a policy report based on the current report filters.
9. Customized setting or attribute: Highlights identify items that have been customized. That is, the current value or attribute differs from the inherited value or attribute.