Client Summary Page
This page explains how to find more information about a client.
To obtain more detail about a client, navigate/search/filter to the desired client from the Client module home page and either click the row of the client (the row will turn grey when hovering over it) or click View under the Actions column.
The client summary page has five tabs:
  • Reports
  • Findings
  • Assets
  • Details
  • Statistics

Reports Tab

This tab lists all the reports associated with a given client. It can also be reached by clicking Reports under the Actions column from the Client home page.
This view lists the report title, status, classification, finding count. The order these columns appear can be customized by clicking the column view icon to the right of the search bar.
Columns can be moved by dragging the bars up and down to change the sequence that they appear on the page.
The Report Title (Engagement) and Actions columns must always exist, but other columns can be removed from table view. Click Save when finished.
This tab allows direct access to the Report Readout page. Visit the Reports module section for more information on managing reports.

Findings Tab

This tab lists all the findings associated for a report.
The order columns appear can be customized by clicking the column view icon to the right of the search bar.
Columns can be moved by dragging the bars up and down to change the sequence that they appear on the page. The Finding Title and Actions columns must always exist, but other columns can be removed from table view. Click Save when finished.
Visit the Findings section for more information on managing reports.

Assets Tab

This tab lists all the assets associated with a given client. It can be reached by clicking the name of the client from the Clients home page and then clicking the Assets tab.
Visit adding assets to a client for more information on adding an asset to a report.

Details Tab

This tab provides an overview of findings and client contact information. It also allows the ability to edit client information, import assets, create a report, and add/remove authorized users.
Click Next below to learn about managing client properties.