Creating a Report

While you are viewing a Group or Case, or when you are on the Reporting screen, you can click the + Create Custom Report button to create a report and access the Report Editor. From here, you can add content to the report, customize its layout, and save or export it.

Accessing the Report Editor

Groups

The following subsections describe how to create a report for a Group in your Organization or one of your Communities or Sources. For Groups, there are three areas in ThreatConnect where you can access the Report Editor: the Details drawer, the new Details screen, and the legacy Details screen.

Details Drawer

1. On the top navigation bar, hover over Browse and select Groups or a specific Group type. The Browse screen will display a results table containing either all Groups or Groups of the selected type.
2. Select a Group in the table on the Browse screen to open the Group’s Details drawer.
3. Click the + Create Custom Report button at the top left of the Group’s Details drawer. The Report Editor will open with the Add Group Data menu of the Add Section drawer displayed (Figure 1).

   

    

   • By default, the Group for which you created the report will be selected in the Group dropdown. To add a different Group’s data to the report, click the Group dropdown, select View All Groups…, and  select a Group from the Select a Group window.
   • To return to the Add Section drawer and select a different section to add to the report, click < Add Group Data at the top left of the drawer.

New Details Screen

1. Navigate to the Details screen for a Group.
   Note

   For Document, Email, Report, Signature, and Task Groups, the legacy Details screen will be displayed by default. See the “Legacy Details Screen” section for more information on accessing the Create Report button on the legacy Details screen.
2. Click the + Create Custom Report button at the top right of the Group’s Details screen and select one of the following options:
   • Create New: Select this option to create a report for the Group that is not based on a report template. The Report Editor will open with the Add Group Data menu of the Add Section drawer displayed (Figure 1).
   • Create From Group Template…: Select this option to create a report for the Group from a saved report template. Then select a saved report template to use. The Report Editor will open. (See the “Creating a Report From a Saved Report Template” section of Report Templates for more information.)

Legacy Details Screen

1. Navigate to the legacy Details screen for a Group.
2. Click the Create Report button in the header of the Group’s legacy Details screen. The Report Editor will open in with the Add Group Data menu of the Add Section drawer displayed (Figure 1).

Cases

1. On the top navigation bar, click Workflow to display the Cases screen.
2. Select a Case to view the Case's details.
3. Click the + Create Custom Report button at the top right of the Case. The Report Editor will open with the Add Case Data menu of the Add Section drawer displayed (Figure 2).

   

    

   • By default, the Case for which you created the report will be selected in the Case dropdown. To add a different Case’s data to the report, click the Case dropdown, select View All Cases…, and  select a Case from the Select a Case window.
   • To return to the Add Section drawer and select a different section to add to the report, click < Add Case Data at the top left of the drawer.

Reporting Screen

1. On the top navigation bar, click Reporting to display the Reporting screen.
2. Click the + Create Custom Report button at the top right of the Reporting screen. The Report Editor will open with the Add Section drawer displayed (Figure 3).

   

    

Adding Content to a Report

After a report is created and displayed in the Report Editor, you can start adding content to it. After building out a report, you can also save and export it using the buttons at the top right of the Report Editor.

ThreatConnect^® is a registered trademark of ThreatConnect, Inc.

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