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

# Reports

> Create, manage, and track penetration testing reports.

<Note>
  **Role access:** Admin and Editor roles can manage reports. Users can only view their personal current reports.
</Note>

## 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.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/reports-current.png" alt="Current reports list" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

### 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

<Tabs>
  <Tab title="Admin">
    * **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**
  </Tab>

  <Tab title="Editor">
    * **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
    * **Copy Report Password**
    * **Manage Users**
  </Tab>

  <Tab title="User">
    * **View** personal report details (read-only)
  </Tab>
</Tabs>

### 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

<Note>
  **Admin only.** Archived reports are not visible to Editors or Users.
</Note>

Navigate to **Archived Reports** from the sidebar to view completed or inactive reports.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/reports-archived.png" alt="Archived reports list" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

Archived reports have the same columns and structure as current reports, but represent completed or deactivated projects.

## Creating a Report

<Steps>
  <Step title="Click Add Report">
    Click the **Add Report** button at the top of the reports list.
  </Step>

  <Step title="Fill in report details">
    Complete the required fields including customer, system, plan type, and project type.
  </Step>

  <Step title="Save">
    Click **Save** to create the report. It will appear in the Current Reports list.
  </Step>
</Steps>

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/reports-create.png" alt="Create report form" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

## 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.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/reports-detail.png" alt="Report detail view" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

### Report Findings

Within a report, you can view, add, and edit findings specific to that project.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/cleargate/images/screenshots/backoffice/reports-finding-edit.png" alt="Edit finding within report" style={{ borderRadius: '8px', border: '1px solid #e5e7eb' }} />

## 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                 |