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Reports

A report is a single engagement. It holds your metadata, sections, and findings, and exports as a DOCX. Everything starts from the Reports dashboard.

Creating a report​

  1. Click New Report (top-right).
  2. Fill in Title, Client (pick existing or type new), and Template (the DOCX skeleton).
  3. Click Create, and you land straight in the editor.

The report editor​

Open any report and you get three tabs: Metadata, Content, and Findings. The Content and Findings tabs show a count badge.

Metadata tab​

Four cards plus a fields list:

  • Client: pick an existing client or add a new one.
  • Template: the DOCX template used for export (you're warned if it was deleted).
  • Status: click the badge to change it (see below).
  • Assignees Team: who can edit. The creator is always included and can't be removed. On Free and Pro this card shows only the creator.
  • Metadata fields: key/value pairs included in the export (Assessment Date, Report Version, Assessor, and so on). Add fields, set a type (Text or Date), or remove them. Defaults come from Settings.

Content and Findings tabs​

The Content tab holds your sections in the rich-text editor; see Sections. The Findings tab holds your vulnerabilities with severity and CVSS; see Findings.

Report statuses​

Statuses track where a report sits in your workflow, shown as colored badges everywhere. The defaults are Draft, In Review, and Complete, but you can rename them, recolor them, or add your own in Settings → Defaults.

Assignees and permissions Team​

Assignees control who can edit a report. The creator is always assigned, and you manage the rest from the Metadata tab's Assignees card. On Free and Pro there's a single user, so a report just stays with its creator. See Users & Roles for who can be assigned and edit.

Saving​

The editor auto-saves as you work, and you'll see a save-status indicator while you type.

Deleting a report​

Right-click a report on the dashboard, choose Delete, and confirm. Deletion is permanent. Admins can delete any report; Editors can delete only ones they created. The right-click menu also offers Edit / View, depending on your permission.