Creating a Report
  • 20 Dec 2023
  • 2 Minutes to read
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Creating a Report

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Article Summary

Clicking the + Create Custom Report button while viewing a Group or Case or on the Reporting screen will display the Report Editor. From here, you can start adding content to the report and customizing its layout.

Accessing the Report Editor

Groups

The following subsections describe how to create a report from a Group in your Organization or a Community or Source to which you have access. There are three areas in ThreatConnect from which you can access the Report Editor for a Group: 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. Click on a Group’s entry in the table on the Browse screen. The Group’s Details drawer will be displayed.
  3. Click the Create Custom Report button at the top left of the Group’s Details drawer. The Report Editor will open in a new browser tab with the Add Group Data menu of the Add Section drawer displayed (Figure 1).

    Figure 1_Creating a Report_7.1.0

     

    • 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. The Report Editor will open in a new browser tab with the Add Group Data menu of the Add Section drawer displayed (Figure 1).

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 a new browser tab with the Add Group Data menu of the Add Section drawer displayed (Figure 1).

Cases

  1. On the top navigation bar, hover over Workflow and select Cases. The Cases screen will be displayed.
  2. Select a Case on the Cases screen. A detailed view of the Case will be displayed.
  3. Click the + Create Custom Report button at the top right of the Case. The Report Editor will open in a new browser tab 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. The Reporting screen will be displayed.
  2. Click the + Create Custom Report button at the top right of the Reporting screen. The Report Editor will open in the current browser tab 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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