Managing reports

Edit a report

  1. Navigate to Reports.

  2. Select a report, and click Edit.

  3. Update the report name.

    1. Click the Edit icon in the top right of the Edit Report Task dialog.

    2. Update the report name as required.

    3. Click Save.

  4. Update the General tab fields based on the information provided in the following table.

    Field Description

    Date Selection

    The certificate lifecycle activity and time period of the certificates to be included in this report

    The possible values are:

    • Requested — Certificates requested during a specified time period

    • Issued — Certificates issued during a specified time period

    • Downloaded — Certificates downloaded during a specified time period

    • Revoked — Certificates revoked during a specified time period

    • Expires — Certificates expiring during a specified time period

    Requested Via

    The service or entity that requested the certificates to be included in this report

    The possible values are:

    • Any — All certificates regardless of how they were requested

    • Enrollment Form — Certificates requested via a self-enrollment form

    • Admin — Certificates requested by an administrator

    • Web API — Certificates requested through the use of a web API

    • Discovery — Certificates identified by a discovery task

    • Imported — Certificates imported into SCM manually

    • SCEP — Certificates requested via a SCEP

    • MS Agent — Certificates requested by an MS agent

    • Bulk Request — Certificates requested in bulk

    • ACME — Certificates requested by the Sectigo ACME service

    • EST — Certificates requested via an EST

    • REST — Certificates requested via REST API

    Status

    The status of certificates for which the report is to be generated

    The possible values are:

    • Any — All certificates regardless of their status

    • Requested — Certificates that have been requested

    • Issued — Certificates that have been issued successfully

    • Revoked — Certificates that have been revoked

    • Expired — Certificates that have expired and are due for renewal

    Locations

    The location(s) associated with the certificates to be included in this report

    The possible values are:

    • Any — All certificates regardless of their associated location(s)

    • With Network Host — Certificates discovered through a network discovery task that are associated with a Network Host location

    • No Network Host — Certificates not discovered through a network discovery task that are not associated with a Network Host location

    Organizations/Department

    The organizations and departments that should be included in the report

    The possible values are:

    • All — All organizations and departments delegated to you are included in the report

    • Select — Only the selected organizations and departments are included in the report

    Event Date, Sent Date, Activity Date, DCV Expiration Date

    The specific time period to be included in the report

    Current Status

    The current DCV status of domains to be included in this report

    The possible values are:

    • Any — All domains regardless of their DCV status

    • Validated — Domains with a validated DCV status

    • Not Validated — Domains that have not completed DCV

    • Expired — Domains with an expired DCV status

    Requested Via

    When selected, the service or entity that requested the certificate is included as an additional column in the report

    IP Locations

    When selected, the IP location where SSL certificates are installed is included as an additional column in the report

  5. On the Schedule tab, update the report task frequency.

  6. Update the Recipients tab.

    1. Add or edit recipients based on the information provided in the following table.

      Field Description

      Type

      The method used to deliver the notification.

      The possible options are:

      • Email

      • Slack

      • MS Teams

      • Webhook

      Value

      The URL address for the selected recipient type.

    2. Click Save.

  7. Click Save.

Delete a report

  1. Navigate to Reports.

  2. Select a report, and click the Delete icon.