Editing, Saving, and Exporting a Report

The top section of the Report Editor (Figure 1) contains the following elements:

• A Reporting link that you can click to navigate to the Reporting screen
• The name of the report
• Buttons for saving and exporting the report, as well as publishing the report as a Report Group
• A toolbar with buttons for previewing the report as a PDF and adding content to the report that remains fixed to the top of the screen as you scroll through the report

Editing a Report’s Name

By default, the name of a new report created from a Group or Case will match the name of the Group or Case, respectively, for which it was created. If you clicked + Create Custom Report on the Reporting screen to create a new generic report, the report’s name will be New Custom Report.

Click Editat the top left of the Report Editor to edit the report’s name.

Previewing a Report as a PDF

Click the Preview PDF button in the Report Editor toolbar 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, Publish Report, and Export 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

Saving a report allows you and other users in your Organization to access it from the Reporting option on the top navigation bar. Click the Save Custom Report button at the top right of the Report Editor to save a report. If you are saving a report for the first time, the New Report window will be displayed (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.

If you are working with a report that was saved previously, a dropdown menu with the following options will be displayed when you click the Save Custom Report button:

• Save Changes: Select this option to save any changes made to the report since it was last saved.
• Save a Copy…: Select this option to save a copy of the report you are currently viewing. The Save a Copy window will be displayed with the name of the report you are viewing and the text “ – COPY” appended to it prepopulated in the Name field. If desired, enter a new unique name for the report in the Name field, enter a description or update the existing one in the Description field, and click the Save button. The copy of the report will be displayed in the Report Editor automatically.

Publishing a Report

Click the Publish Report button to create a new Report Group that contains the report as an attachment. The Publish Report window will be displayed (Figure 3).

• 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 4). Click the VIEW REPORT link in this notification to display the Details screen for the Report Group.

Exporting a Report

Click the Export Optionsbutton at the top right to display a menu with the following options:

• Export PDF
• Export HTML
• Email…

Export PDF

Select Export PDF to export the report as a PDF file that will be downloaded onto your computer.

Export HTML

Select Export HTML to export the report as a HTML file that will be downloaded onto your computer.

Email…

Select Email… to export the report and share it via email. The Email Custom Report window will be displayed (Figure 5).

• Format: Select whether to export the report as a PDF or HTML file that will be attached to the email.
  
  Important

  If you select HTML, it is recommended to inform the recipient(s) to download the HTML file, as some email clients may not display the HTML content properly within the email.
• To: Enter the email address of each recipient. If entering multiple email addresses, separate each one with a semicolon followed by a space.
• Email Subject: Enter the subject line of the email.
• Message: Enter the body of the email.
• Click the Send button.

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

20144-07 v.03.A