> ## Documentation Index
> Fetch the complete documentation index at: https://docs.strikepoint.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Draft and export a report

> Create a report draft, work through the structured report workspace, coordinate review, and export the final PDF when your permissions allow it.

export function ReportAccessNote({children}) {
  return <Callout type="info">
      <strong>Report access:</strong> {children}
    </Callout>;
}

export function PermissionRequired({label = "Permission required", children}) {
  return <Callout type="warning">
      <strong>{label}:</strong> {children}
    </Callout>;
}

export function ManagerOnly({children}) {
  return <Callout type="warning">
      <strong>Manager only:</strong> {children}
    </Callout>;
}

# 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

<ReportAccessNote>
  Viewing reports, generating new drafts, editing a workspace, reviewing content, publishing to the portal, and exporting a PDF can all be governed by different permissions.
</ReportAccessNote>

## Steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Coordinate review when needed">
    Use the **Review** panel to add threads, reply, resolve discussion, and track reviewer approvals before delivery.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/workflows/review-and-publish-to-portal).
  </Step>
</Steps>

## If you manage report libraries

<ManagerOnly>
  If you are responsible for reusable report content, maintain **Templates** and **Snippets** before creating new drafts at scale.
</ManagerOnly>

## Related guides

* [Reports](/dashboard/reports)
* [Report library](/dashboard/report-library)
* [Review and publish to the portal](/workflows/review-and-publish-to-portal)
* [Customer portal](/dashboard/customer-portal)