How to Generate Reports

How to Generate Reports

Prerequisites

  • At least one integration connected and syncing
  • Access to the Reports section

    • Generating a Report

    Navigation: Sidebar → Reports

    Step 1: Open Reports

  • Click Reports in the sidebar.
  • The Reports page loads with available report types and previously generated reports.

    • Step 2: Configure and Generate

  • Click Generate Report.
  • Select the report parameters:
  • Report Type — Security Posture, Risk Analysis, or Integration Health
  • Date Range — the period to cover
  • Scope — all integrations or specific ones
  • Click Generate.

    • Step 3: Download

  • Once generated, the report appears in the list.
  • Click Download to save the report.

    • Report Types

    ReportContentsAudience
    Security PostureOverall posture score, asset health, vulnerability summary, integration statusCISOs, Board
    Risk AnalysisOpen risks, severity distribution, treatment status, overdue itemsRisk Managers
    Integration HealthConnected tools, sync status, data freshness, error logsSecurity Engineers

    Troubleshooting

    IssueSolution
    Report is emptyEnsure integrations are connected and have synced data for the selected date range.
    Report generation failsTry with a smaller date range or fewer integrations.
    Cannot access ReportsVerify your role has Report View permission.

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