Getting Started
The following guide outlines the steps to quickly onboard new users to production.
Before downloading and using a template, it is highly recommended to read the Using Templates Overview page for orientation.
Step 1: Download the single-scope template below that matches the desired report use case:
The Single Scope (Generic) Template
Pentera Integration Template
Internal Penetration Report Template
External Penetration Report Template
Step 2: Upload the downloaded single-scope Template into PlexTrac.
Reference the Using Templates Overview page for instructions on associating the export template correctly.
Step 3: Attach the single-scope template to a report.
Within the report, navigate to the Details tab. In the "Report Template" field, select the template created in Step 2 and Click Save.
Step 4: Add the custom fields leveraged by the export template. Predefined custom fields are included in single-scope templates.
On the Details tab of the report, click Add Custom Field at the bottom of the page and create the following 'Report Custom Field' labels:
Author
Author Title
Author Email
Company Name
Company Address
Once completed, Click Save.
Step 4 can also be completed when creating the Report Template.
Reference the 'Using Templates Overview' page for more information.
Step 5: Export the report.
Any narratives, findings, and affected assets expected in the report must be added before export.
To access additional pre-built customization options, please proceed to the following pages.
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