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
1
Open the reports page
Go to Reports to review the current report list. Use filters for status, severity, mode, review status, and publication state when you are scanning across engagements.
2
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. New engagements also create an initial workspace automatically at intake.
3
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.
4
Save the draft intentionally
Save from the workspace before you export or publish. Workspace save updates the draft state, but it is not the same as PDF export or portal publication.
5
Coordinate review when needed
Use the Review panel to add threads, reply, resolve discussion, and track reviewer approvals before delivery.
6
Export the PDF when the draft is ready
Use the PDF action only if your role can export reports. If the report is legacy, Strikepoint may show a read-only view with export but no structured editing.
7
Publish to the portal when approved
When review is complete and readiness checks pass, publish approved report content to the customer portal. See Review and publish to the portal.