--- title: "Organizing, Editing, Previewing, and Deleting a Report | ThreatConnect" slug: "organizing-editing-previewing-and-deleting-a-report" description: "This article describes how to organize, edit, preview, and delete a report in ThreatConnect." tags: ["Analytical Tools"] updated: 2025-02-03T22:16:15Z published: 2025-02-03T22:16:15Z canonical: "knowledge.threatconnect.com/organizing-editing-previewing-and-deleting-a-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt > Use this file to discover all available pages before exploring further. # Organizing, Editing, Previewing, and Deleting a Report ## Overview As you build out a report, you may want to organize the report’s contents and layout; manage the sections in the report; preview the report as a PDF; or delete the report. You can perform these actions with some of the options at the top of the **Report Editor**, as well as the options available when you hover over a section in a report (Figure 1). ![Figure 1_Organizing, Editing, Previewing, and Deleting a Report_7.6.0](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%201_Organizing,%20Editing,%20Previewing,%20and%20Deleting%20a%20Report_7.8.0.png) ## Before You Start ### User Roles - To organize, edit, and delete a report, your user account must have an [Organization role](https://knowledge.threatconnect.com/docs/organization-roles) of Standard User, Sharing User, Organization Administrator, or App Developer. - To preview a report as a PDF, your user account can have any Organization role. ### Prerequisites - To preview a report as a PDF, turn on and activate the **JS Report**[REST API Service](https://knowledge.threatconnect.com/docs/playbook-services#rest-api) (must be a System Administrator to perform this action). ## Organizing a Report Hover over a section in a report that is open in the **Report Editor** and use the following options to organize the report: - **Move Content Up![Move Content Up icon_Reports](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Move%20Content%20Up%20icon_Reports.png)**: Select this option to move the section further up in the report. - **Move Content Down![Move Content Down icon_Reports](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Move%20Content%20Down%20icon_Reports.png)**: Select this option to move the section further down in the report. - **+ Add Above**: Select this option to [add a section](https://knowledge.threatconnect.com/docs/adding-content-to-a-report) above the current section. - **+ Add Below**: Select this option to add a section below the current section. NoteThe **+ Add Above**and **+ Add Below**options are helpful when you want to add a [**Divider**](https://knowledge.threatconnect.com/docs/adding-layout-elements-to-a-report#divider)****or [**Page Break**](https://knowledge.threatconnect.com/docs/adding-layout-elements-to-a-report#page-break)****section between two sections in a report. ## Editing a Report While you have a report open in the **Report Editor**, you can edit the report’s name and manage the sections in the report. ### Editing a Report’s Name Click **Edit![Edit button_Details card_Details screen](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Edit%20button_Details%20card_Details%20screen.png)**at the top left of the **Report Editor** to edit a report’s name. After you enter a new, unique name for the report, click **Confirm![Confirm icon_Details screen](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Confirm%20icon_Details%20screen.png)**. ### Managing Sections in a Report #### Editing a Section in a Report Hover over a section in a report and select **Edit Content![Edit Content icon_Reports](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Edit%20Content%20icon_Reports.png)**at the top right of the section to edit it. #### Removing a Section From a Report Hover over a section in a report and select **Remove Content![Remove Content icon_Reports](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Remove%20Content%20icon_Reports.png)**at the top right of the section to remove it from the report. If you removed a section by accident, click **Undo**in the confirmation message at the lower-left corner of the screen to re-add the section. #### Removing Empty Sections From a Report If there are sections in a report that contain no data (i.e., empty sections), click **Remove**in the **Report Editor**toolbar and select **Empty Sections** to remove all empty sections in the report. If you are working with a saved report that contains empty sections, or if you created a report from a saved [report template](https://knowledge.threatconnect.com/docs/report-templates) and the report contains empty sections, a message stating “One or more sections are empty.” will be displayed at the top of the **Report Editor**. Click **Remove Empty Sections**in this message to remove all empty sections in the report. ImportantYou cannot undo the removal of all empty sections in a report. #### Removing Placeholder Sections From a Report If you are working with a report created from a saved [report template](https://knowledge.threatconnect.com/docs/report-templates), click **Remove**in the **Report Editor**toolbar and select **Placeholder Sections** to remove all placeholder sections in the report. ImportantYou cannot undo the removal of all placeholder sections in a report. #### Adding Sections to a Report Click **+ Add Section** in the **Report Editor**toolbar to open the **Add Section**drawer and add **[Intelligence Data](https://knowledge.threatconnect.com/docs/adding-intelligence-data-to-a-report)**, **[Basic Elements](https://knowledge.threatconnect.com/docs/adding-basic-elements-to-a-report)**, and **[Layout Elements](https://knowledge.threatconnect.com/docs/adding-layout-elements-to-a-report)** sections to the report. ## Previewing a Report as a PDF While you have a report open in the **Report Editor**, click **Preview PDF** in the **Report Editor** toolbar to generate a preview of the report’s PDF output. While previewing a report as a PDF, the **Preview PDF**button label will change to **Editor**, and all other buttons will be grayed out. Click **Editor** to close the PDF preview. NoteBy default, hyperlinks in **Text Block**, **Attributes**, and, for Case reports only, **Details**sections will be defanged and unclickable in previewed reports. To prevent this behavior and allow clickable hyperlinks in these sections, your System Administrator must turn on the **allowReportingHyperlinks**system setting. If this setting is turned on, verify that all hyperlinks in these****sections are safe for distribution before sharing the report.NoteIf you try to preview a report and the **Report Editor**displays a **Creating Pages…**message for several minutes, ask your System Administrator to navigate to the [**Services**screen](https://knowledge.threatconnect.com/docs/playbook-services) and verify whether the **JS Report**REST API Service is turned on and running. ## Deleting a Saved Report If you have a saved report open in the **Report Editor**, click the **⋯**menu at the top right of the screen and select **Delete…**to delete the report. NoteYou may also delete a saved report on the **Custom Reports**tab of the **[](https://knowledge.threatconnect.com/docs/viewing-and-managing-all-saved-reports-and-templates#managing-saved-reports-and-templates)** [](https://knowledge.threatconnect.com/docs/viewing-and-managing-all-saved-reports-and-templates#managing-saved-reports-and-templates)[**Reporting**screen](https://knowledge.threatconnect.com/docs/viewing-and-managing-all-saved-reports-and-templates#managing-saved-reports-and-templates) [](https://knowledge.threatconnect.com/docs/viewing-and-managing-all-saved-reports-and-templates#managing-saved-reports-and-templates)**[](https://knowledge.threatconnect.com/docs/viewing-and-managing-all-saved-reports-and-templates#managing-saved-reports-and-templates)**. --- *ThreatConnect® is a registered trademark of ThreatConnect, Inc.* 20144-06 v.03.A