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Report Generation

Export investigative findings, evidence summaries, and IOCs into PDF or DOCX formats using case data and predefined templates. Reports are generated asynchronously based on the data populated within a specific case.

Prerequisites

Before initiating a report, ensure the following conditions are met:

  • Populated Case Data: Add data to the case (e.g., Findings, Evidence Summary, Requirements) so the report has content to include.
  • Template Configuration: Active report templates must be configured in Settings > Templates.

Generation Workflow

  1. Select Target Case: Navigate to Cases and open the specific case for which you need a report.

Select Case for Reporting

  1. Access Report Tab: Select the Reports tab from the case header navigation.

Reports tab

  1. Click Generate Report, then select the desired Template and Output Format (PDF or DOCX).

Report configuration dialog — Template and format

  1. Retrieve Output: The report appears in the reports list. Click the Download icon to download the generated report.

Note

To approve the report, click the Approved button.

Download Generated Report

  1. Report Output: The downloaded file (PDF or DOCX) contains the full report: cover page, table of contents, executive summary, case timeline, findings, evidence, and other sections defined by the template.

Example report output — cover, table of contents, and summary