Client Summary Page
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 (default view)
- Findings
- Assets
- Details
- Statistics
This tab lists all the reports associated with a 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.
This tab lists all the findings associated with a client via a report.
The order in which columns appear can be customized by clicking the column view icon to the right of the search bar.
Columns not currently viewed but available to add are viewed by clicking Add Column at the bottom of the page.
When all available fields have been added, the button disappears.
Table column sequence can be adjusted by dragging the bars up and down within this modal to the desired order.
The Finding Title and Actions columns must always exist, but other columns can be removed from table view by clicking X.
Click Save when finished.
Clicking a finding row pulls up the findings detail view. From this view, a finding status can edited by clicking the status value, and affected assets can be viewed directly and have status updated without having to redirect to the 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.
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.
This tab provides a snapshot of all findings for all reports for a client and by status.
Last modified 1mo ago