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Arctera™ Surveillance User Guide
- Introducing Arctera Surveillance
- Getting started
- Working with dashboard widgets
- Managing employee groups
- Managing departments
- About departments
- Understanding the Departments page
- Searching departments
- Creating departments
- Moving existing departments under other departments
- Adding monitored employees and employee groups to departments
- Editing monitoring policies
- Editing department details and monitoring policy
- Managing exception employees
- Designating employees as exception employee
- Assigning further exception reviewers to an exception employee
- Removing exception status
- Removing exception reviewers
- Managing department users
- Managing department-level searches
- Managing department-specific hotword sets
- Managing department-specific labels
- Managing department-specific trash rules
- Managing department-specific allowlist rules
- Managing department-specific review comments
- Viewing employees associated with departments
- Managing users, roles, and permissions
- Managing application-level searches
- Managing application-specific hotword sets
- Managing application-specific labels
- Managing application-specific trash rules
- Managing application-specific allowlist rules
- Managing application-specific review comments
- Managing data requests
- Managing schedules
- Managing export operations
- Managing reviews
- About reviewing with Arctera Surveillance
- Limitations on reviewing certain types of Skype for Business content
- Understanding the Review page
- Changing the Preview pane position
- Rearranging columns in the item list pane
- Customizing item navigation in Review grid
- Filtering the items in the Review pane
- Viewing dynamic review item counts on the calendar
- Reviewing the Audio-Video Transcript type items
- Reviewing searched items
- Translating email and attachment content for review
- Translating collaboration message for review
- Adding or removing text for machine learning
- Assigning review status to items
- Viewing hotwords highlighting
- Viewing hotwords in collaboration message
- Viewing tags highlighting
- Viewing predicted labels of review items
- Viewing the full content in a new window
- Adding comments to items
- Escalating the review items
- Applying labels to items
- Viewing history of items
- Printing and downloading the items and attachments
- Viewing Intelligent Review Details
- ChatGPT and Microsoft Copilot Integration
- Bulk review using Find Similar Items
- Report generation from Review Pane
- Using AI Assistant
- Working with reports
- About Arctera Surveillance reports
- Predefined reports
- Enhanced Reporting (UI mode)
- Enhanced reporting (API mode)
- Configuring a reporting endpoint
- Authentication
- Classification Tags API
- Content Sources API
- Departments API
- Labels API
- Monitored Employees API
- Report Status API
- Roles API
- Searches API
- Users API
- Evidence Of Review Async API
- Evidence of Review API
- Item Archived Metrics Async API
- Item Archived Metrics API
- Item Classification Metrics Async API
- Item Classification Metrics API
- Item Details Async API
- Item Details API
- Item Hotword Metrics Async API
- Item Hotword Metrics API
- Item Label Metrics Async API
- Item Label Metrics API
- Item Metrics Async API
- Item Metrics API
- Reviewer Assessment Metrics Async API
- Reviewer Assessment Metrics API
- Reviewer Mapping Async API
- Reviewer Mapping API
- User Roles Async API
- User Roles API
- Supported OData query options
- Supported reporting endpoint API filters and their values
- Responses
- Managing Power BI templates for reporting APIs
- Accessing Arctera Surveillance reports and datasets through the OData web service
- Guidelines for using Arctera Surveillance templates with Microsoft Power BI Desktop
- TEMPLATE - Departments, Users, Roles, Labels
- TEMPLATE - Searches
- TEMPLATE- Evidence Of Review - Submit Report Request
- TEMPLATE- Evidence Of Review By Monitored Employee - View Report Data
- TEMPLATE- Evidence Of Review By Department - View Report Data
- TEMPLATE- Evidence Of Review With Item Archived Metrics - Submit Report Request
- TEMPLATE- Evidence Of Review With Item Archived Metrics - View Report Data
- TEMPLATE- Item Archived Metrics - Submit Report Request
- TEMPLATE- Item Archived Metrics - View Report Data
- TEMPLATE- Item Classification Metrics - Submit Report Request
- TEMPLATE- Item Classification Metrics - View Report Data
- TEMPLATE- Item Details - Submit Report Request
- TEMPLATE- Item Details - View Report Data
- TEMPLATE- Item Hotword Metrics - Submit Report Request
- TEMPLATE- Item Hotword Metrics - View Report Data
- TEMPLATE- Item Label Metrics - Submit Report Request
- TEMPLATE- Item Label Metrics By Employee - View Report Data
- TEMPLATE- Item Label Metrics By Department - View Report Data
- TEMPLATE- Item Metrics - Submit Report Request
- TEMPLATE- Item Metrics - View Report Data
- TEMPLATE- Item Metrics By Monitored Employee - View Report Data
- TEMPLATE- Reviewer Assessment Metrics - Submit Report Request
- TEMPLATE- Reviewer Assessment Metrics - View Report Data
- TEMPLATE - Reviewer Mapping - Submit Report Request
- TEMPLATE - Reviewer Mapping - View Report Data
- TEMPLATE - User Roles - Submit Report Request
- TEMPLATE - User Roles - View Report Data
- Saving, editing, and refreshing the Power BI reports
- Managing Audit Settings
- Working with Audit viewer
- Managing Alerts
Enhanced Reporting (UI mode)
Arctera Surveillance introduces UI-based Enhanced Reporting for creating, running, scheduling, and managing reports. In addition to the existing reporting APIs, this feature now allows users to generate and manage reports directly from the application without manually invoking APIs.
To access enhanced reporting in UI mode, click option in the left navigation panel. The Enhanced Reporting interface opens in a new tab and displays a list of existing reports.
Users need the following permissions to create reports from Enhanced Reporting user interface:
Manage Enhanced Reports permission at Application level
Search Capture permission at Department level granted in at least one department
The permissions can be accessed through tab > . The users with these permissions can:
Access the Enhanced Reporting UI
View all departments available for reporting
Create and manage reports across departments
The report list displays all reports created through:
User Interface (labeled using username), and
Reporting APIs (labeled as API)
Note:
For legacy reports created through user interface in earlier releases, the label displays 'User' instead of the actual username.
This distinction helps users identify how a report was created, especially when reports are consumed by external tools such as Power BI or Tableau.
Each report entry includes details such as:
Status
Report name
Report ID (can be copied for sharing)
Created by (User or API)
Report type
Run type (Immediate or Schedule)
Run date
Expiry date
Enabled
Action buttons (Edit, View Runs, and Download) appear on hover only for reports created through the user interface. No action buttons are displayed for API-generated reports.
Note:
Once a report has expired (after its expiry date), the Download button is no longer available.
A option allows users to reload the report list to view the latest status updates.
When a large number of reports exist, users can narrow down the list using available filters, including:
Report name
Report type (Item Details, Item Metrics, Evidence of Review, Item List and Filter Summary, etc.)
Report Enabled Status (All, Enabled, Disabled)
Run status (Queued, Processing, Ready, Failed, Retry Queued, Scheduled)
Run Start Date
Run End Date
Report ID
Run Type (Immediate, Schedule)
Enhanced Reporting interface supports two run types:
Immediate Run
The report runs once, immediately after submission.
Only a single execution is created.
Run can be requeued or downloaded.
Requeue is not available for Item List and Filter Summary reports.
Schedule Run
The report runs automatically based on an existing report-specific schedule.
Schedules must be created in advance under .
When scheduling for a report, user can opt for:
- Daily or weekly execution
- Hour-based frequency only (Minute-level schedules are not supported for reports.)
Only schedules created for Report are available for selection.
An eye icon allows users to view all executions associated with a schedule.
Each execution appears as an individual entry in the report list.
Individual runs can be requeued or downloaded independently.
- To create a new report, click New Report. The Run Report window is displayed.
- Provide the following parameters:
Report Name
Report Type
The report creation dialog dynamically updates to show the other report filters based on the selected report type.
Notes:
1. Currently, Arctera Surveillance supports only Item Details, Item Metrics, and Evidence of Review report types for report generation through the Enhanced Reporting UI.
2. For Item Metrics report type, when the report is generated by department, results are returned only up to the previous day. Results for the current date are not included.
Date Type (in case of Item Details report type)
Report Date Range
- Fixed date range
- Rolling date range
Departments
Message type
Monitored employees
Message direction
Capture types
Run Timing
- Schedule for later i.e. Schedule
- Run now i.e. Immediate
- Select Generate CSV option to export the selected report data as a CSV file.
Note:
For Item Details, Item Metrics, and Evidence of Review reports generated through Enhanced Reporting (UI mode), the CSV output includes the input parameters used for report generation.
- Provide a password for the ZIP file to be exported.
- Click Save.
- Refresh the report list to view the new report request.
At the end of the report list entry, you can find the following options:
Available only for Immediate reports.
Opens the report creation dialog with pre-filled values.
Users can modify a report name and update filter criteria.
Report type cannot be changed.
Available only for Schedule reports.
Allows updating report name, schedule, and filter criteria.
Past executions remain unchanged; updates apply only to future runs.
Expired reports cannot be downloaded.
Reports can be downloaded only in CSV format.
The UI does not display report data or visualizations.
Users can open downloaded CSV files in external analytics tools such as Excel, Power BI, or Tableau.