Summary
How to Create a New Compliance Report
Prerequisites
Access to MirrorWeb Insight and relevant permissions for this workflow.
Step-by-Step Instructions
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.
Step-by-Step Instructions
Log in to MirrorWeb Insight (https://insight.mirrorweb.com) and log in using your credentials.
Navigate to Communications > Reporting > New
Fill out Report details:
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 marketing 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 report should apply to.
Click on Next.
Name the report.
Click on Create Report.
Notes
Important: Report generation is processed asynchronously. Large reports covering extensive date ranges or high message volumes may take several minutes to complete.
Note: Agent Audit reports are only visible to the Compliance Analyst who created them and users with Admin access.
Note: Date ranges use your organisation's configured timezone.