Role access: Admin and Editor roles can manage reports. Users can only view their personal current reports.
Overview
The Reports section is the core of the back office. It allows you to create and manage penetration testing project reports, track their status, and generate deliverables.Current Reports
Navigate to Current Reports from the sidebar to view all active reports.
Table Columns
| Column | Description |
|---|---|
| Customer | The customer name (searchable, sortable) |
| System | The system being tested (searchable, sortable) |
| Plan | Test plan type — Standard or Comprehensive |
| Retest Status | Current retest state |
| Report | Download status badge |
| Activity Approval | Download status badge |
| Final Report | Download status badge |
| Shared Before | Date the report was last shared (sortable) |
| Retest Owner | Assigned retest owner (sortable) |
| Users | Number of users with access (sortable) |
Actions
- Admin
- Editor
- User
- View report details
- Create new report
- Edit report
- Share report with customer
- Replace Owner — transfer report ownership
- Set Custom Checklist — assign a custom checklist
- Replace Project Type — change the project type
- Download report, certificate, and activity approval
- Send Reminders (for Comprehensive plans with Waiting/Not Started status)
- Manage Documents
- Archive report
- Copy Report Password
Filtering & Sorting
- Customer search — autocomplete search by customer name
- System search — autocomplete search by system name
- Column sorting — click any sortable column header to sort ascending/descending
- Clear filters — reset all applied filters
- Pagination — select 10, 25, 50, or 100 entries per page
Archived Reports
Admin only. Archived reports are not visible to Editors or Users.
Archived reports have the same columns and structure as current reports, but represent completed or deactivated projects.
Creating a Report
Fill in report details
Complete the required fields including customer, system, plan type, and project type.
Report Details
Click on a report row to view its details page. From here you can see full report information, associated findings, and perform actions.
Report Findings
Within a report, you can view, add, and edit findings specific to that project.
Retest Statuses
Reports track retest progress with the following statuses:| Status | Description |
|---|---|
| Not Started | Retest has not yet begun |
| Our Action Required | The team needs to take action |
| Waiting Customer | Waiting for customer input or response |
| Completed | Retest has been completed |
| Not Performed | Retest was not performed |
| Review | Retest is under review |