Report Templates use defined sections to populate report data using tokens linked to vulnerability findings, customer data, methodology, assets, and other data. This automation allows you to speed up the reporting process because you build the report template once and then automatically autopopulate it with information created during the pentest.
With a solid report template, you can fully automate every part of simple pentest reports. In addition, with GenAI to draft new content, modular content blocks, and much more, Cyver Core's pentest report templates can allow you to streamline reporting for even the most complex of pentest and red teaming exercises.
Note: Cyver Core offers basic draft templates you can use in the portal. In addition, the Cyver Core team can help you recreate your existing report template inside the Cyver Core platform. If you'd like help, reach out to your customer success manager!
Set Up a New Report Template
1. Click Settings in the menu
2. Go to Report Templates
3. Click + New Report Template
4. Name the Report Template
5. Select default status. Draft means that this template cannot be used in pentest projects until published.
6. Assign a team(s) who will use this report template
7. Add Report Sections. You can add as many of these as you want.
8. Adjust report template settings
- File type (Word, PDF, HTML)
- Findings detail token settings
- Asset display type
- Token language
- Chart size
- Set limits on visible instances and findings per report
- Save settings
9. Adjust PDF & Word* Settings. Customize your PDF and Word files with custom CSS, custom footers, and optional password protection for PDF. *Make sure Generate Word is selected under General Settings before customizing Word Settings.
10. Customize Text to change the display name of terms in the report.
11. Click Save
Add / Remove Report Sections
Report sections are the main part of your report, where you add information about the client, the scope, the methodology, findings, compliance frameworks, etc. With Cyver Core, you can use pre-written content and Tokens to automatically generate content inside each of those.
Report Sections are fully modular and you can add as many as you want. Go to Dynamic Report Sections for more information about setting up individual report sections. In addition, you can organize sections in whatever order you want.
Cyver Core uses an in-application editor for formatting or you can use Markdown.
Tip! Want to re-use a section you've already set up elsewhere? Click + Add Section and select Import from Library or Link from Library to pull from existing content.
1. Name your section (E.g., Methodology)
2. Select a section type
Cyver supports:
- Table of Contents
- Cover Page
- General Use Content Block
Cover Page
If you're adding a Cover Page, simply upload your cover image immediately.
Table of Contents
If you're adding a Table of Contents, select link and table of content depth.
3. Add your content
Markdown Editor
Write and format content directly into the platform. Don't worry, we autosave!
Formatting options include:
- Headers and paragraph settings
- Bold
- Italics
- Strikethrough
- Highlight
- Code
- Page break
- Blank line
- Insert image
- Bullets
- Numbers
- Checklist
- Link
- Table
- Block quote
- Code block
- Lines
- Special characters
You can also edit source directly, click Show More Items
Select Source
Edit the source with Markdown to add your own formatting.
Tip! Want to re-use text across other reports? Click + Add Text Block to Library, name your block, save the Token name, and then simply add that token in wherever you'd like to repeat the text.
Use Tokens
Report tokens link to Pentest data so that you can auto-populate reports. See more about Report Tokens here.
To add a Token, click on Report Template tokens.
Select a Token to preview and click Add Token.
3. Adjust Section Settings. These are unique per section.
- Hide section from the client portal so that it only shows up in PDF downloads
- Make section optional (so you can dynamically add it or not during report generation)
- Change or set a section type such as Cover, Standard, or Table of Contents
4. To delete a section, click the ... icon on the menu to see more and select Delete Section. This cannot be undone.
4. Organize Sections. Use the arrows on each section to move it up and down in the display order.
Customize PDF & Word Templates
You can export any pentest report into Word, HTML, and PDF. Customize your PDF and Word settings from the pentest report edit menu.
Go to PDF or Word Settings depending on what you'd like to edit.
Custom CSS
You can customize settings by uploading a CSS file to:
- Update header colors
- Change font and typeset
- Add spacing
- Change margins and padding
- Create and name your own report sections
Customize Header/Footer
To add the footer and/or the header of the report:
- Select Display PDF Header
- Customize the display header with images, tokens, text, and page numbers as desired
Resources:
Cyver Core delivers streamlined reporting using Report Templates and Report Tokens to automatically compile data:
- Tokens — Tokens link to data across the platform. When you click Generate Report, templates automatically populate with that data.
- Content Sections — Cyver Core allows you to add as many sections as you need and then hide or show them, per report, based on the outcome of the pentest.
- Content Library — You can pull from content blocks and sections when building your report template.
- Markdown — Edit and style your templates with Markdown
- CSS — Fully stylize your report template using CSS to modify heading, branding, and style per section.