End-of-Life (EoL)

Create an Incident Summary Report

Follow these instructions to create and generate a custom Incident Summary report.
You can create reports based on the tabs in the
Incident
page, which enables you to capture investigation-specific data and share it with team members.
  1. Go to the
    Incidents
    page and select the incident for which you want to create a report.
  2. In the
    Case Info
    tab, select
    Actions
    Report
    .
  3. To build a new report, from the
    Build Report
    tab, select the following:
    • Format
    • Orientation
      It is recommend to use the landscape orientation to ensure that all information displays in the report.
    • Paper Size
      If you want to use the setting as a template, click the
      Save report as template
      check box.
  4. To use an existing template, from the
    Select a Template
    tab, select the template.
  5. Click
    Generate report
    .
    You can see a list of incident reports in the
    Reports
    page.

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