Editing, Saving, and Exporting a Report

The top section of the Report Editor (Figure 1) includes several buttons you can use to edit, save, and export a report.

Editing a Report’s Name

By default, a new report’s name includes the name of the Group object for which the report was created (the Bad Guy Adversary Group in this example) followed by the word “Report.” Click Editat the top left of the Report Editor (Figure 1) to edit the report’s name.

Previewing a Report as a PDF

Click the Preview PDF button at the top right of the Report Editor to generate a preview of the report’s PDF output within the Report Editor.

When previewing a PDF, the Preview PDF button label will change to Editor, and the + Add Section, Save ⌄, and More Optionsbuttons will be grayed out. Click the Editor button to close the PDF preview and return to viewing the report in an editable format.

Adding Content to a Report

Click the + Add Section button to display the Add Section drawer, which is where you can select sections to add to the report.

Saving a Report

To save a report, click the Save ⌄ button at the top right of the Report Editor. The options displayed in the Save ⌄ menu will vary based on whether a new or saved report is open in the Report Editor.

Saving a New Report

For new reports, a New Report… option will be displayed in the Save ⌄ menu. Selecting this option will display the New Report window (Figure 2).

• Name: By default, the report’s name will be populated in this field. If desired, enter a new, unique name for the report.
• Description: If desired, enter a description of the report.
• Click the Save button to save the report.

Saving a report allows you and other users in your Organization to access it from the Reports option on the top navigation bar .

Saving Changes to a Saved Report

For saved reports, a Save Changes… option will be displayed in the Save ⌄ menu. Select this option to save any changes made to the report since it was last saved.

Saving a Copy of a Saved Report

For saved reports, a Save a Copy… option will be displayed in the Save ⌄ menu. Selecting this option will display the Save a Copy window (Figure 3).

• Name: By default, this field will be populated with the report’s name and the text “ - COPY” appended to it. If desired, enter a new, unique name for the copy of the report.
• Description: If desired, enter a description of the report or update its existing description if one has been provided.
• Click the Save button to save the copy of the report.

After the copy of the report is saved, it will be displayed in the Report Editor automatically.

Saving a Report to a New Report Group

For new and saved reports, a New Report Output… option will be displayed in the Save ⌄ menu. This option allows you to create a new Report Group that contains the report as an attachment.

Selecting New Report Output… will display the New Report Output window (Figure 4).

• Format: Select whether to attach the report to the Report Group as a PDF or HTML file.
• Name: Enter the Report Group’s name. By default, this field will be populated with the report’s name.
• Description: If desired, enter a description of the report or update its existing description if one has been provided. Note that the value specified in this field will be added as the default Description Attribute for the Report Group.
• Click the Save button.

After the Report Group is created, a notification will be displayed temporarily at the lower-left corner of the Report Editor (Figure 5). Click the VIEW REPORT link in this notification to display the Details screen for the Report Group.

Exporting a Report

Click the More Optionsbutton at the top right to display a menu with options to export the report as a PDF or HTML file that will be downloaded onto your computer.

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

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