Reports

Every assessment has a Reports tab. It’s where a finished scan becomes something you can hand to a client, and where you park any other document that belongs with the assessment.

​

Generating a report

Pick a report type in Reports and generate it. What’s on offer depends on the assessment type, since most reports need data an External Scan never collects.

​

From an External Scan

• External Scan Executive Report (PDF)
• External Scan Detailed Report (PDF)
• Questionnaire Report (PDF)
• Progress Report (PDF and DOCX)

​

From a Risk Assessment

Everything above, plus the reports built on agent and cloud data: The Complete Report (PDF) asks for contact details first, so the finished report carries the right name and contact for whoever receives it.

​

Uploading your own documents

The same tab takes uploads. That’s where a signed questionnaire, a client’s own policy document, or a screenshot goes, so it lives with the assessment instead of in someone’s drive. Images for the security report have to be JPEG or PNG.

​

Which report to send

For a prospect who hasn’t bought anything yet, the External Scan Executive Report does the job: short, findings-led, no agent required. Once they’re a client and the first full scan lands, send the Complete Report, and pair it with the Executive Summary for anyone who won’t read 40 pages. Monitoring reviews want the Progress Report instead, because it’s built to show movement since the last scan rather than restate the whole posture. And when the conversation moves to their IT team, send the CSV exports. Those belong in a spreadsheet, not a slide deck.