Reports and Auditing Overview

Through Egnyte’s Web UI, users can run a host of reports and audits to keep a track of changes, gather essential information, or understand and manage the risks. General reports are available to Admin Users, and Power Users who also have the role can run reports, while audit reports are only available on domains that have purchased this feature. 

Power Users can be set up with one of two role options: 

• On all files and folders: Can select all folders in Shared even if they do not have permission to view it.
• On files and folders they have access to: Must have Viewer permissions or higher to pull a report on the selected folder. Users without this permission will receive an error message.

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Access Reports

Export, Archive, and Save/Schedule Audit Reports

FAQs

Access Reports

To access reports, Admins and Power Users will follow the steps below.

1. Log into the Egnyte domain.
2. Click the menu icon and click Reports.
   

3. In the Reports Center, users have many report types to select from. They will be able to find a comprehensive list of all the available reports and actions below.

   

   • Dashboard: This shows basic information related to Storage usage, Users, Apps & Devices, and Links & Collaboration.
   • Folder Size Report: Provides folder statistics such as space usage and the number of files by sub-folder for one or more chosen folders.
   • Private Folder Size Report: Quickly learn how much storage is being used in each Private folder.
   • Sync Status Report: Details the health of sync clients (Storage Sync, Desktop Sync) that are accessing the cloud. Users can also have it report only the failed syncs.
   • Lock Summary Report: This shows all of the files in the account which are currently locked and who locked them.
   • Folder Permission Report: Provides a list of which users and groups have permission to access the selected folder and/or sub-folders, including their permission level for each folder.
   • User and Group Permission Report: Details which folders the selected users or groups have been granted permission to, including their permission level and user type.
   • File Report: Includes information about the activities performed by each user on the files/folders in the file server. This enables users to track down various activities across the file server at a user level. Audit Reports are available for Business plans or higher.
   • Workflow Reports: The report includes the details on workflow's history. Users can generate reports for all or selected workflow types for all or selected actions, such as Workflow created, Workflow edited, File converted to PDF, Review task completed, and similar activities. This enables the users to analyze the workflow history.
   • Workflow Templates Reports: Includes information about the workflow templates history. This includes the audit of actions on workflow templates, such as template creation, status change, edition, step addition, step removal, document addition, document removal, route addition, route removal, and route modification.
   • Upload Requests Reports: This enables the users to analyze the upload request's history. The users can get insights into actions, such as Request creation, completion, cancellation, modification, status change, file upload, file removal, document submission, document acceptance, document rejection, and document being skipped.

   • Signature Reports: The report captures actions that users make with Egnyte Sign. It comprises the records for actions taken by both the users and the system in the signature process. This enables the users to meet regulatory and compliance requirements related to document signature.

     Egnyte Sign is available as part of the PDF File Handler Add-On. Contact your Account Manager or Egnyte Sales team to learn more on how to get access to this feature.

   • Permissions Report: This allows users to analyze user or group permissions changes over time.
   • Login Report: Provides an audit of the login information of each user into the file server. All failed and successful login attempts are recorded and reported.
   • User Provisioning Report: This allows users to monitor the creation, update, and deletion of users in their Egnyte account. It's a good option when the admins need to see who created or deleted a specific user or generally track any updates to their users' personal details.
   • Group Provisioning Report: Let's administrators monitor the history of group creation, updates, and deletion. This is beneficial if the admins want to see who created or deleted a specific group or generally track any changes in a group's membership.
   • Configuration Settings Report: This allows users to monitor the changes in the Configuration Settings of the domain. For each setting change, the audit record specifies the previous and the new value of the setting, who did the change, and when it happened.
   • Snapshot Recovery Reports: Analyze the snapshot-based recovery actions over time. These actions include Initiation of snapshot preview, Mounting or Unmounting Snapshot, Starting restoration job, and Completion of restoration job
   • Saved & Scheduled Queries: View any currently scheduled or saved reports that are currently set up. Users can also view details about the report, edit, delete, or disable the report(s).

   • MCP Server Reports: Customers with the AI add-on enabled can also access and analyze the MCP session activity across their domain.

     

4.  Enter the requested search criteria and click Submit. 

   Reports and audits activity older than 90 days will automatically be purged.

Export, Archive, and Save/Schedule Audit Reports

Audit trail activity older than three months will be purged automatically. This means users will not see activities beyond three months at any time in their audit report. Egnyte recommends running reports frequently and exporting or archiving them to avoid losing important data. Users can also schedule audit reports to run on a set schedule to save time.

1. Navigate to the desired report.
2. Hover over the report and click on the drop-down menu.
3. Select the appropriate option from the list.
   
   
   
   Export: Download a CSV copy of the report to the local storage
   Archive: Archive a CSV copy of the report to the Egnyte Audit Reports file.
   Save/Schedule Query: Using the criteria from the original report, users can schedule a recurring report to pull the same information. They can also automate the archiving of these reports. If global archiving is enabled, reports will automatically be moved to the archive folder after 30 days. Users can verify this setting is enabled by going to the Configuration settings.
   Learn more about saving and scheduling Audit reports here.

FAQs

What Time Zone is My Audit Report Results Showing?

The audit report results show the time zone configured in settings. 

Settings  >  Configuration  >  General 

The time zone is also mentioned in the first line of the report. 

This report reflects activity from 2/3/24 0:00:00 to 2/9/24 23:59:59 (UTC +05:30). 
All dates and times are shown in UTC +05:30.