How to Create a New Compliance Report

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.

🛠️ 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.