Skip to main content

How to Create a New Compliance Report

Author: Patrick SchrammDate: June 11, 2025 🧠 Summary This article provides a step-by-step guide on how to create new compliance reports w...

E
Written by Evie Lynch
Updated this week

Author: Patrick Schramm
​Date: June 11, 2025


🧠 Summary

This article provides a step-by-step guide on how to create new compliance reports within MirrorWeb Insight. It walks users through logging in, navigating to the Compliance section, selecting a report type, and configuring parameters.


πŸ› οΈ Step-by-Step Instructions

  1. Log in to MirrorWeb Insight (https://insight.mirrorweb.com) and log in using your credentials.

  2. Navigate to Communications > Reporting > New

  3. Fill out Report details:

    1. Report Type:

      • Summary: A rich PDF summary of all the compliance activity in the organization.

        • Choose Date Range

        • Fill out filters:

          • Platforms: Select which platforms you want to include in the report. You can choose more than one.

          • Agents: Select which Agents you want to include in the report.

          • Review Actions: Include or Exclude messages that were subject to review actions.

          • Compliance Summary: Include or Exclude compliance summary messages.

          • Marketing: Include or Exclude marking messages.

          • Privileged: Include or Exclude privileged messages.

      • Flagging: A CSV report of each lexicon policy activation over the specified time period.

        • Choose Date Range

      • Message: A CSV report containing message metadata, filterable by flag status, review status, and sender.

        • Choose Date Range

        • Fill out Filters:

          • Flagged: Filter by flagged messages, non-flagged messages or both.

          • Status: Filter by Review Status: Compliant, Non-Compliant, Escalated.

          • Sender: Filter by messages sent by a specific account.

      • Agent Audit: A CSV report containing every action an individual compliance agent has taken.

        • Choose Date Range

        • Fill out Filters:

          • Agent: Select an agent this port should apply to.

  4. Click on Next.

  5. Name the report.

  6. Click on Create Report.

Did this answer your question?