Analytics and Reporting | PS Pathfinder

What are analytics and reporting?

Reporting collects and displays data in a structured format. Analytics examines this data to uncover patterns and generate meaningful insights.

Password Safe contains a data warehouse solution with business intelligence and analytics. This module extracts data from the Password Safe database and then processes the data in Microsoft SQL Server Integration and Analysis Services.

How are analytics and reporting useful?

Using Analytics & Reporting, you can perform the following:

• Run reports on:
  • Scanned target details
  • Asset details
  • Password Safe and Workforce Passwords licensing usage
  • User audit activity by user action, username, and IP address
  • Password Safe activity, such as:
    • Detailed view of all password and session activity
    • Password Safe release and update activity
    • Scheduled password changes
    • Password age for managed accounts
    • User and group entitlements
    • Smart Rule details
    • Assets and managed accounts that are associated with multiple Smart Rules
    • Details on whether or not sessions were reviewed, when, and by whom
    • Who has admin access to your applications
  • Secrets Safe entitlements
• Download reports as the following file types: Word, Excel, PDF, TIFF, CSV (comma delimited).
• Subscribe to reports to have them generated on a schedule and made available for file download from the subscription on the Analytics & Reporting page in Password Safe.

How do I access analytics and reporting?

1. Sign into login.beyondtrust.io.
   The BeyondTrust Home page displays.
2. At the top right of the page, select your site from the drop-down.
3. Select the Password Safe container card.
   The Password Safe page displays.
4. At the top left of the page, click > Password Safe > Analytics and Reporting.
   The Analytics & Reporting page displays.

The Analytics and Reporting page

1. Administration menu: Access Pathfinder administration pages if you are assigned as an administrator. You can also access all permissioned areas within Password Safe from the menu.

2. Subscriptions: Subscribing to reports allows you to set a schedule to automatically run a report and have it available for download.
3. All Reports: Search reports or view reports based on folder selection.

Prerequisites

To view reports, users must have read permissions to the Analytics and Reporting and Management Console Access features, which are assigned at the user group level. Administrators can view all reports.

Some report categories are visible only when specific product licenses are detected and if read permissions have been assigned to the user group for specific features, as listed below.

Report by category

The table below provides a list of reports, with their descriptions, found in each report folder in Analytics & Reporting.

Run reports in BeyondInsight

Using Microsoft Edge, Firefox, or Chrome browsers, you can view all reports from the Analytics & Reporting page in Pathfinder.

To run a report in BeyondInsight:

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A drill-through action that opens a new report is limited to 10,000 rows of data by design.

1. At the top left of the page, click > Password Safe > Analytics and Reporting.
   The Analytics & Reporting page displays.
2. From the All Reports pane, expand the report folders to locate your desired report, or search for a report using title or description keywords.
3. Click the report to open it.
4. From the Configure Report pane, select Parameters.
5. Enter parameters.
6. Click View Report.

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While viewing the report, you can add a subscription to it, download it to a file, and export to PDF for printing by clicking the buttons at the top of the report.

Manage report subscriptions in Password Safe

In addition to running reports on demand, you can set up a subscription to reports. Subscribing to reports allows you to set a schedule to automatically run the report and have it available for download from the subscription on the Analytics & Reporting homepage.

Create a report subscription

Subscribe to a report while viewing a report or a saved report view:

1. At the top left of the page, click > Password Safe > Analytics and Reporting.
   The Analytics & Reporting page displays.
2. From the All Reports pane, expand the report folders to locate the report, or search for a report using title or description keywords.
3. Click the report.
4. From the Configure Report pane, select Parameters.
5. Enter parameters.
6. Click View Report.
7. Click above the report.
8. Select Deliver the report through email.
9. Click Next.
10. Enter a subscription file name.
11. Enter the file format.
12. Enter comments.
13. Click Next.
14. Select a delivery schedule frequency from the list.
    • If you selected a One Time schedule type, specify a start date and time for the report.
    • If you selected a Recurring schedule type:
      • Specify an end date if desired.
      • Specify a start date and time for the report.
      • Select Daily, Weekly, or Monthly for the frequency.
      • Set the cadence for the selected frequency.
15. Click Finish.
16. In the View Subscriptions pane, select the New option to view your subscription.

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• Add the Processing Elapsed Time and File Format values for the listed reports by clicking Column Chooser above the grid and selecting those columns to display in the grid. To narrow down the reports listed, use the Filter by dropdown to filter the list by Date Generated and File Format.

• Reports generated from subscriptions are stored for 7 days. Reports older than 7 days are purged from the database on a nightly basis. This is not configurable.

Manage report subscriptions

You can view, edit, and delete subscriptions from the Subscriptions pane on the Analytics & Reporting homepage and also from the Subscriptions pane while viewing the report where the subscription was created.

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Only subscription owners and administrators can edit and delete subscriptions.

Manage subscriptions directly from the Analytics & Reporting page

Manage report subscriptions directly from the Analytics & Reporting homepage, or from a specific report or saved report view (on-premises only):

1. At the top left of the page, click > Password Safe > Analytics and Reporting.
   The Analytics & Reporting page displays.
2. From the All Reports pane, expand the report folders to locate the report, or search for a report using title or description keywords.
3. Click the report.
4. Under View Subscriptions, select the Subscriptions tab. A list of all subscriptions for that report displays.
5. Whether viewing subscriptions directly from the Analytics & Reporting page, or from an individual report, the Subscriptions pane defaults to the All filter. To find a subscription quickly:
   • Click Failed or New to filter the subscriptions.
   • Search for a specific subscription by typing keywords in the Search box.
   • Sort the list of subscriptions using the Sort By dropdown.

View subscription details

To view details for a subscription:

1. Locate the subscription you want view details on.
2. Click > View Subscription Status.
   • A window displays showing the owner of the subscription, the delivery type, a description, and the date the subscription was last modified.

Edit a subscription

To edit a subscription:

1. Locate the subscription you want to edit.
2. Click > Edit Options.
3. In the Edit Subscription window, change the settings as needed, clicking Next after you update each page.
4. Click Finish to complete wizard.

Delete a subscription

To delete a subscription:

1. Locate the subscription you want to edit.
2. Click > Delete.
3. Click Delete on the confirmation message.

Override the owner of a subscription

If the creator of the subscription no longer has a BeyondInsight account, administrators can override a subscription owner, as follows:

1. Locate the subscription you want to override ownership for.
2. Click > Edit Options.
   • An Override check box displays in the Edit Subscription window if the administrator is not currently the owner.
3. Check the Override box to set your user account as the owner of the subscription.
4. Click Next, updating each page if needed.
5. Click Finish.