Draft and export a report
Use this workflow when you are creating or finalizing a customer-facing report.Prerequisites
- You can open Reports
- At least one visible engagement exists
- At least one usable report template exists
Steps
Open the reports page
Go to Reports to review the current report list, active filters, and any available automation information.
Create a one-off draft
If the create form is available, choose an engagement and a template, then select Create Report. This opens the structured report workspace.
Work in the report workspace
Update the report title, description, status, section content, and selected findings. Use reusable snippets where available to speed up repeatable sections.
Save the draft intentionally
Save from the workspace before you export. Workspace save updates the draft state, but it is not the same as PDF export.