Compliance & operations

Generate and download a security report

Generate Secorvia executive, compliance, or findings reports, select the available format and period, and track background generation.

Reviewed

Before you start

Your plan and role must allow report generation. Available report types and formats are supplied by your deployment.

Open the report dialog

Open Reports → Generate Report. Wait for Report Type options to load. If none are available, check the deployment configuration with an administrator.

Choose type, format, and dates

Select Report Type and Format. Use optional From and To dates to define the reporting period when appropriate. Match the period to your executive or compliance review rather than comparing mismatched ranges.

Start generation and follow status

Submit the request. Report generation runs in the background and appears in the report list. Filter by Pending, Generating, Completed, or Failed to locate the job.

Download the completed report

Once completed, use its download action. Check Type, Format, Size, and Requested date before sharing. If you need the same report repeatedly, create a Scheduled Report with the intended cadence.

Where you are now

You have a completed report with a known type, format, scope, and reporting period.

WHEN SOMETHING LOOKS OFF

A few things to check

No report types are available

Ask the administrator to check report configuration and feature access.

Generation failed

Review the report status and available error information. Retry after the underlying issue is addressed.

PUT IT INTO PRACTICE

Make your next move in Secorvia.

Open the app and follow along with your own organization.

Open Secorvia