As environments grow more complex, it becomes increasingly important for both technical teams and leadership to have a reliable, consistent view of their security posture.
To support this need, Heimdal provides automated reporting options that give you structured, role-appropriate visibility without requiring manual data pulls or repetitive reporting work.
You can choose the report type that fits your objective:
SOC Report. Provides an operational overview of your SOC services, including detections, activity patterns, and response actions. Ideal for technical teams who need continuous insight into day-to-day security operations.
C-level Report. Offers a high-level overview of your complete Heimdal investment, highlighting risk posture, module performance, and executive-level outcomes tailored for strategic decision-makers.
Automating these reports ensures that each audience, from SOC analysts to senior leadership, receives the right level of visibility to track performance, demonstrate value, and support informed, timely decision-making.
How to Set Up Automated C-Level Reports
1. In the left-hand menu, navigate to Reports.
2. In the Reports window, open Scheduled Reports.
3. Click Generate scheduled report (under the On-demand reports tab).
4. In the General report window, select C-level report, then click Next step.
Configure Report Content
5. Under General C-level report, select the data categories you want to include.
You can choose from: Operations, Endpoint Detection, DNS Security, Privileges & App Control, Patch & Asset Management, Email Protection, Remote Desktop, and TAC. To export all categories and subcategories at once, use the All option. Click Next step to continue.
Recipients & Formatting
6. Add the report recipients in the Select recipient accounts field. You can type in email addresses or choose from the drop-down list.
7. Choose your Time Zone.
8. Select the preferred Data Format.
9. Choose the Language for the report.
10. Apply Branding. You may use your company logo (if available) or default to the Heimdal logo. Click Next step.
Schedule the Report
11. Select the schedule type:
Weekday – choose the day of the week to send the report.
Day of the month – choose a specific calendar date.
Occurrence – set a custom schedule starting from a selected date (daily, weekly, or monthly).
12. Click Confirm to save the schedule.
Your new automation rule will now appear in the standard Scheduled Reports view.
How to Set Up Automated SOC Reports
1. In the Reports menu, open Scheduled Reports.
2. Click Generate scheduled report.
3. In the Generate report window, select SOC report, then click Next step.
Configure Recipients & Formatting
4. Select the Recipient account(s) who should receive the report.
5. Choose the appropriate Time Zone.
6. Select your preferred Date Format.
7. Choose the Language for the report.
8. Apply Branding. You may use a custom logo (when available) or the default Heimdal logo.
9. Click Next step to continue.
Schedule the Report
10. Select your schedule type:
Weekday – choose the day of the week to send the report.
Day of the month – choose a specific calendar date.
Occurrence – set a custom schedule starting from a selected date (daily, weekly, or monthly).
11. Press Confirm to complete the setup.