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Generate a report

Create a PDF or DOCX case report from templates.

Reports pull data from the case and render it with a template from Settings → Templates.

Prerequisites

  • The case has the content you want in the report (findings, evidence, timeline, and so on).
  • At least one active template exists under Settings → Templates in the CASE_REPORT category. The product ships PDF and DOCX templates, including Arabic variants.

Generate

  1. Open the case.
  2. Open Reports.

Reports tab

  1. Click Create.
  2. Choose a template and a report name. A password is optional. The name can use Jinja syntax.

Create report dialog

  1. Submit. Generation is asynchronous. The new row appears in the list with type, size, password flag, and author.
  2. Click Download when the report is ready.

Download a generated report

Use Upload to attach a report that was produced outside SandsBytes. Use Show to preview a stored report. Mark the report Approved when review is complete.

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