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Reports Lab

 An extension of our "Labs" this documentation specifically covers and will cover Reports that otherwise would be located under our "Reports"module however are still a bit experimental. This will be updated as additional reports we're working on enter the "Beta" or "Lab" stage within gPanel.

 Reporting on Docs that contain a CC number or SSN Report: 

 We will walk through how to run this report, what the options for running are and what the expected output is. To learn how to run reports in general see our "Reports" documentation.

 Begin by going to the Reports module and clicking the addition sign in the upper right hand, as you would when creating any other "New" report within gPanel.
 Once within the report creation menu, you will give the report an Name for your purposes. Then as well choose the Report Type of "Reporting on documents that contain a CC or SSN"
 You may give the report an description in the newt field if desired, to do so simply click into the 'Description" field. 
 Next is to choose whether or not to allow this report to be ran manually from gPanel. This can be changed at a later time, and is your preference. To disable this simply check the slider to the "Off" position as "On" is default. We will keep it on for our purposes. 
 Next is to determine whether you want this report to run on a schedule. You can have manual run enabled & schedule enabled. Just simply allows either or to kick off the report. If you do want this on an schedule, click the slider and you will see it highlight green, Off is the default for this option. Then click the "Next" in the bottom right hand corner to continue configuring the Report.
 The next page as you see, is if you would like the report that will be generated to be saved in an specific Drive folder within your Drive. Keep in mind to select an folder you have ownership of or edit access to. If none is selected this will simply save the report within your "My Drive". To choose an desired folder, click the "Select File" and you will see the Drive chooser appear. 
 Click the desired folder, (if you do not see your desired folder double check that it is one you own or have at least edit access into) you will see it highlight blue. Then officially choose it for the report by clicking select. 
 After choosing the desired folder you will be returned to the report menu in which you will just click "Next" to continue. 
 On the next screen you will see all the available columns for this report. Each one is explained below: 
  • User: User who owns the offending document.
  • Doc Id: The URL of the offending document, this is also the Doc ID. The doc ID is typically after the /d/ portion of the URL, I.E. Full URL "https://drive.google.com/file/d/1uZPM5FzxM1cgJdPnKuJ1r4AZ0Ki_lYh2W9wRPX1iilc/view" Doc ID: "1uZPM5FzxM1cgJdPnKuJ1r4AZ0Ki_lYh2W9wRPX1iilc" 

  • Doc Title: Title of the offending document. 
  • Violation: Which regex it matched the SSN or CCN. 
  • Regex: The regular express that caught the string within the document.
  • Matches: What matched within the document for it to appear in the report.
  • MimeType: The type of item matching, so Google Spreadsheet, Google Document, etc.
 You can have all of them selected and added, or just the columns you desire. Individually select items by hovering over the line and clicking the little addition sign that appears.
 You can also use the individual checkbox to the right of an item to check those you want, then use the "Add selected" at the top to add those. 
 To add all of the options easily, click the "Add all" at the top of the section. This will add all available columns.
 Regardless of the method used to add the columns, you will see them appear on the right hand side when selected. Then you will click "Next" in the bottom right hand corner to continue configuring the report. 
This is where you will select your Sources for the report. There are four available sources for this: User(s), Group(s), Organizational Unit(s) & Domain(s) each represented by their respective icons and are in that order. Clicking the icon will allow you to begin searching or browsing for items of that source type. 
 With the source type of your choosing selected, regardless of the type. Start searching for the specific desired one via the "Search" at the top. If Users are selected type an User address if Groups, then the group address and so on. 
 Then as well you can "Browse" the items for your source. Do this by selecting browse with your desired source type selected just like when searching.These can also be added by the same addition sign or checkbox as we added the Columns earlier.
 Naturally to add all whilst browsing, check the "Add All" box under browse. 
 Just like the columns we did before you will see each selected transition to the right hand side when added. Except for when using the "Add All" method within "Browse" as shown above. Click "Next" to continue configuring the report. 
 Now at the beginning if you set the report to run on an schedule, this is where you will set the schedule for the report to run. If you did not set this to be scheduled you will not see this portion and instead will be moved on to reviewing and completing the report. You can schedule the report to run on Weekdays, Days of the Month, or 1st of the month itself with "Months". Also allows a time of day for the report to kick off. 

To choose your desired option click the box corresponding, so you want to choose specific days of the week? Choose Days of Week. Want it to run on a specific date(s) every month? Choose Days of Month. Then as well for it to run on a monthly basis choose "Months" 
 As we have Days of week currently selected, we see the days of the week present underneath. Below are examples for the other two options: 
 Choose your desired day of the week, day of the month or month by checking the box to the right of the item. You can have multiple days/months selected, additionally this can be easily done via the appropriate option to the right.
  • Select Week Days: Selects the days of the work week Monday - Friday. 
  • Select All Days: Selects all days including weekend. 
  • Clear: Clears all selection(s).
 If Days of month is chosen then the only option in addition to manually adding the calendar dates via the calendar, is the "Clear All" which clears all selected dates.  If "Months" is chosen then you can additionally select all months at once with the "Select All Months" option, then clear them with the "Clear" option.

Now that the options have been defined for each we will continue with our days of the week option. We have selected our days of the week and selected our time on the right.
Before we continue on decide whether or not you want Email notifications on completion. Leave un-checked if no, simply check the box if would like to receive those. If yes, then you will be prompted to enter and add the address the notification will go to.
 You will see the address appear at the bottom when added. at that point you can click the "Next" to continue to reviewing and running/saving the report.
 The review page is where we can set this to Run after saving the report, choose whether or not to retain the Report name, then as well if you want the report to be auto shared to the notification address if different. First set this to run immediately after saving by clicking the slider and you will see it highlight green. 
 Now that we are running the report after saving, continue to 'Retain the report name" this will name the reports populated in your drive the same as the Report is named in gPanel. Click the slider to enable and you will see it highlight green.
 Review each of you selections for each piece, if you find something needs changed. You can quickly navigate back to that part in the report via the sections at the top. 
 If all looks well, officially run the report with the "Submit" at the bottom of the page.
You will then be prompted with a quick hyperlink in which you can directly view the report. Click the "Here" in the message. 
 Below is an sample of our spreadsheet, you will see the "Columns" or "Actions" we chose earlier are now populating as column headers. We will give a brief explanation of each again below: 
  • User: The user who owns the offending document, as you see the column populates with an email address.
  • Doc ID: Is the URL of the offending doc, which includes the "Doc ID" as you see these are hyperlinked for easy access. 
  • Doc Title: Is the name/title of the offending doc, as you can see it populates within the cell.
  • Violation: is which item was found so whether an Credit Card or Social Security number.
  • Regex: Is the regular expression that the document matched. 
  • Matches: Is the information within the document that triggered the regex.
  • MimeType: Is the type of document, whether it be Google spreadsheet, Google Document, etc. 
 That is it for "Reporting on Docs that contain a CC number or SSN Report" Below is how to edit an existing one. 

 Editing Docs that contain a CC number or SSN Report:

 To edit this report or any report for that matter, begin by finding your report within gPanel. Hovering over the line item will reveal the "Edit" option. 
 This will take you back into the familiar creation screen, from here you can navigate through just as we did to make any changes as needed. 
 Once all your changes are made, save or "Submit" once more.
That is it! If you have any additional issues or questions, feel free to reach out to us at support@promevo.com

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