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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:

  1. Build the report template in Settings → Web Reports
  2. 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.

Full guide: Web Reports


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