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Report Builder

Report Builder

Owned by Ryan Seymour, created
Feb 10, 2025

You can find this module at the Global level only.

This is our customized reporting engine, built by ConnectSecure. It enables you to create report templates using prebuilt Report Blocks, which offer data views in various formats, such as tables, pie graphs, and bar charts. The intuitive drag-and-drop interface allows users to easily search and select the data they need to display. Once saved, you can use these reports for any company in the ConnectSecure portal and use the report scheduler to automate the sending of your critical reporting.

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Table of Contents

Report Builder - Details

Access the Report Builder from the Reports category.

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Report Templates

You can view existing report templates and edit or delete them using the three-dot action menu.

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Edit Report Template

Tap the Edit option to make changes to any existing report template. Once changes are done, tap Save.

Delete Report Template

Tap the Delete option to remove the Report Template permanently. You will be prompted with a confirmation box that you must tap Delete to complete.

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Add Report Template

Tap the Add button to create a new report template.

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You will not see the Add button from the Company View of Report Builder. You must be in the Global view.

From the REPORT BLOCKS menu on the left side, you can drag and drop various data options according to your report requirements.

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You can edit or remove any added report block by tapping the perspective icon.

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Edit Report Block

Tap the pencil icon to edit the report block data fields.

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This allows you to re-arrange, edit the display name, or remove the field from the report block data.

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Choose available Sorting options by field and/or type (ascending or descending).

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Tap the Reset button to return the data block to the standard defaults.

Remove Report Block

Tap the trash can icon to delete a report block from the report design space.

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Searching Report Blocks

You can also use the Search Block feature to look for specific data. For example, I will search for data related to ‘Vulnerabilities,’ so I will use that string in the search box.

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The search will return any matches and filter the Report Blocks down to help find the exact data needed.

Drag as many Report Blocks as desired, then tap the Save button.

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You will be prompted to enter a Template Name and Cover Image. Tap Save when complete.

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You will be returned to the Report Templates screen and should see a success message.

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The template is now available for use. Navigate to a company by using the selector in the top right corner.

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Once a company is selected, you can use the three-dot Action menu and select Generate Report.

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A report message box appears to confirm that the report job is running.

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To view your report(s), navigate to the Generated Reports section (see below for details)

Generated Reports

This is where you view any Generated Reports from your Report Builder Report Templates.

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This includes the Created Date, Report Name, Report Type, Job Status, Job ID, Description, and Download fields.

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Field

Description

Field

Description

Created

Displays the date-time stamp for when the report was created

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Updated

Displays the date-time stamp for when the report was last updated

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Report Name

Displays the report name from the selected Report Template

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Report Type

Displays the Report Type (Example: DOCX)

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Job ID

Displays a job ID

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Job Status

Displays the job status (Example: Completed, Failed, Processing)

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Description

Displays a description for the job and what report was processed

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Download

Displays a download icon; tap to download the generated report

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Report Builder - Toolbar Options

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Alerts

View our timeline style of System Events captured for each company. You can set an optional date filter range to target a specific date range of events.

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Info

Tap here to view your V4 Getting Started Info.

https://cybercns.atlassian.net/wiki/x/MIDKfw

Help Link

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Click to access the related documentation page; this link is functional on all screens and will take you to the appropriate documentation page.

Layout Settings

Here, you can change the UI look and feel using various options, including the Theme for color, the Scheme for dark and light mode, the Layout for toolbar and module positions, and the toggle to set the table view default.

I prefer the Teal color, Light mode, and Classic layout with an asset table view.

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Get Support

Our support team is here to help. Use one of three options to start a support request.

  1. Email to support@connectsecure.com

  2. Login to our Freshdesk partner portal at https://cybercns.freshdesk.com

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