Step 6 — Create a Web Report¶
A Web Report publishes your assessment findings as a branded, shareable web page that clients can view in their browser.
Two-Part Process¶
Creating a web report involves two steps:
- Build the report template in Settings → Web Reports
- Attach and publish the report from the Assessment Details page
Step 1 — Set Up a Web Report Template¶
Navigate to Settings → Web Reports to create a report template. Templates control the layout, branding, and sections shown in the published report.
Related¶
- Web Reports Reference — Template creation and management
- Branding — Customize report appearance
- PDF Reports — Alternative export format
Step 2 — Attach to an Assessment¶
From the Assessment Details page, click the Web button in the top action bar.
Select a report template from the list and publish it. Once published, a shareable URL is generated that you can send directly to the client.
Next Step¶
Step 7 — Navigate the Dashboard