Templates
Settings › Report templates defines report structures: sections with guidance, and branding (logo, accent colour, subtitle and footer). Three templates ship with the platform: a monthly service report, a post-incident report and a threat briefing.
Writing
Reports › New picks a template and an organization. The editor opens with the sections seeded. You can:
- attach cases; their summaries, timelines and indicators are pulled in;
- attach dashboard captures, frozen at the moment of attachment;
- ask the AI to draft the empty sections from the attached material, for you to review and edit;
- add the indicator appendix, which lists the indicators from attached cases in defanged form.
Provenance of analyst notes is stripped from anything that goes into a report.
Delivery
- Print to PDF from the print view.
- Publish to portal freezes a copy for the organization's customer portal and queues a notification. The published copy is separate from the working draft, and the portal shows published copies only.
Scheduled reports
The monthly SLA report is generated automatically for each organization with a portal and delivered there. See SLA.