Creating a Report
  • 18 Jan 2023
  • 1 Minute to read
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Creating a Report

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When you click the Create Report button on the Details screen or Details drawer for a Group, the Report Editor will be displayed. There are three areas in ThreatConnect from which you can access the Report Editor: the Details drawer, the new Details screen, and the legacy Details screen.

Accessing the Report Editor

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 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 Section drawer displayed (Figure 1).

    Graphical user interface, application, Teams  Description automatically generated

     

New Details Screen

  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. Hover over a Group’s entry in the table on the Browse screen and click one of the following icons displayed in its Summary cell to open the Group’s Details screen (Figure 2):
    • View full detailsIcon  Description automatically generated: Click this icon to open the Group’s Details screen in the current browser tab.
    • View full details in new tabIcon  Description automatically generated: Click this icon to open the Group’s Details screen in a new browser tab. Graphical user interface, application, Teams  Description automatically generated

       

      Note
      For Document, Email, Report, and Signature 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.
  3. Click the Create 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 Section drawer displayed (Figure 1).

Legacy Details Screen

  1. Follow Steps 1–2 in the “New Details Screen” section.
  2. Click the Revert to Legacy View button at the top right of the Group’s Details screen (Figure 2). The Group’s legacy Details screen will be displayed (Figure 3).

    Graphical user interface, application, website  Description automatically generated

     

  3. Click the Create Report button along the top of the Group’s legacy Details screen. The Report Editor will open in a new browser tab with the Add Section drawer displayed (Figure 1).

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 left of the Report Editor.


ThreatConnect® is a registered trademark of ThreatConnect, Inc.

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