> For the complete documentation index, see [llms.txt](https://docs.cybaops.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cybaops.com/modules/reports-and-exports.md).

# Reports & Exports

The Report feature enables users to generate branded PDF reports and export CybaOps data for further analysis. Reports are designed to provide a snapshot of an organisation's security, while exports allow detailed data to be extracted from key modules for use in third-party systems, spreadsheets, or customer reporting. All generated reports are fully white-labelled and produced as presentation-ready PDF documents. 

Reports are available to all users within a tenancy and can also be generated by partners on behalf of their end customers.

{% hint style="info" %}
If you need to consume data elsewhere, CybaOp's [APIs](/settings/access-tokens/asset-and-vulnerability-api-usage.md) provide a scalable way to automatically integrate reporting and security data with your existing tools and workflows.
{% endhint %}

***

### <mark style="color:$primary;">Accessing Reports</mark>

Navigate to **Reports** from the main navigation menu. This is located at the bottom.&#x20;

<figure><picture><source srcset="/files/R0ztfz5zB5cQtTMqTcOB" media="(prefers-color-scheme: dark)"><img src="/files/xZopncTdFmc2lRI3yhSU" alt=""></picture><figcaption></figcaption></figure>

From here, select **New Report** to access the available reporting options.

Two primary functions are available:

* **Generate** - Create a PDF report.
* **Export** - Export raw platform data in CSV format.

If you're a Partner, a third option is available

* **Upload** - Upload externally created reports or documents.

***

### <mark style="color:$primary;">Generate Report (PDF)</mark>

#### Purpose

Generate a professional PDF report containing information from one or more areas of the platform.

These reports are designed to give you a top level summary of the data available within CybaOps and analysis of your Security data over time.&#x20;

#### How to Generate a Report

1. Navigate to **Reports**.
2. Click **New Report**.
3. Select **Generate**.
4. Enter a report title.
5. Select the sections you would like included (multi select)
6. Click **Generate**.
7. Wait for report processing to complete.
8. Download the generated PDF.

The report generation process typically completes within a few seconds, although larger reports may take longer depending on the volume of data included.

**Print Friendly** replaces the standard dark title pages with a light background, reducing toner and ink consumption when printing physical copies of reports. While more economical to print, this may reduce the visual prominence of your branding.&#x20;

<figure><picture><source srcset="/files/vrxpy3OXTpsGnAlnNOFe" media="(prefers-color-scheme: dark)"><img src="/files/6WFkklzOo62P4DMjSXrG" alt=""></picture><figcaption></figcaption></figure>

Report content is generated from the data available within the tenancy when the report is created. Unless filters have been applied, reports will include all relevant historical data available to the selected reporting modules.

#### Available Report Content

Depending on the modules available within your tenancy, report content can include:

* Security posture information
* Vulnerability management data
* Asset information
* Incident summaries (Managed Detection & Response)
* Security assessment results

Content can be easily customised by using the checkboxes.&#x20;

***

### <mark style="color:$primary;">Export Data (CSV)</mark>

#### Purpose

Exports provide direct access to platform data in CSV format, making it easier to:

* Perform offline analysis
* Import data into business intelligence tools
* Create custom reports
* Share data with third-party systems
* Meet customer reporting requirements

The export functionality provides raw platform data rather than the summarised output found in PDF reports.

#### How to Export Data

1. Navigate to **Reports**.
2. Click **New Report**.
3. Select **Export**.
4. Choose the data type to export.
5. Configure any available filters.
6. Click **Generate**.
7. Download the CSV file once processing is complete.

<figure><picture><source srcset="/files/M7KXUYtwNFfwmTJBxK6v" media="(prefers-color-scheme: dark)"><img src="/files/o1PC2jaOsPPpZ9dynPee" alt=""></picture><figcaption></figcaption></figure>

#### Available Export Types

CSV exports are currently available for:

* Assets (All data relating to assets)
* Asset sources (Assets & their asset sources)
* Vulnerabilities
* Incidents (Managed Detection and Response)
* CybaOps Users
* Immediate Actions

***

## Generating reports as a partner

The reporting feature works the same for partners, however the organisation must be selected first. This is because partners can generate reports for any of their end client tenancies, from their own account.&#x20;

<figure><picture><source srcset="/files/0wJzxXZAaKNd2KIgM2Ix" media="(prefers-color-scheme: dark)"><img src="/files/jxpPgRgnWFBPa7rZfMUm" alt=""></picture><figcaption></figcaption></figure>

Once the organisation has been selected - then the new report button will be enabled and the user can generate/export reports.&#x20;

### <mark style="color:$primary;">Uploading reports</mark>

Partners can also upload their own reports for viewing in a client's tenancy. This can be done via the upload option.&#x20;

<figure><picture><source srcset="/files/waTwxnLeZVZ9dmjHQZNX" media="(prefers-color-scheme: dark)"><img src="/files/bH2g1MgFJDgHHG2qqstq" alt=""></picture><figcaption></figcaption></figure>

Typical use cases include:

* Third-party security reviews
* Customer-facing deliverables

#### How to upload a report

1. Navigate to the relevant reporting area.
2. Select **Upload**.
3. Choose the report file.
4. Add any required metadata or report details.
5. Complete the upload.
6. The report becomes available for future viewing and download.

***

### Frequently Asked Questions

#### <mark style="color:$primary;">Can reports be scheduled?</mark>

No. Scheduled report generation is not currently available. Future support is planned for specific modules where applicable.&#x20;

#### <mark style="color:$primary;">Can reports be generated automatically on specific dates?</mark>

No. Reports must currently be generated manually.&#x20;

#### <mark style="color:$primary;">Is there a limit on the number of reports that can be generated?</mark>

There is currently no fixed limit on report generation. Excessive report generation in a short period may be subject to fair usage controls.&#x20;

#### <mark style="color:$primary;">Who can generate reports?</mark>

All Admins within a tenancy can access and generate reports using data available to them within the platform. Users can view preexisting reports, but not generate them.&#x20;

***

### Best Practice

For real-time monitoring and investigation, users should work directly within CybaOps. Reports should be used as point-in-time snapshots for sharing, governance, customer updates, and management reporting.


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