Exporting a Report

PlexTrac reports can be shared between tenants to enable cross-team collaboration through importing and exporting.

For example, an external red team of one tenant may want to export a report and share it with an internal blue team client that manages its instance of PlexTrac.

Export File Formats

The following export file options exist for reports:

• Portable Document Format (.pdf): While a .pdf file is not easily editable, it offers a reliable way to share and distribute documents while maintaining original formatting and visual integrity.

• Microsoft Word (.doc): A .doc file can contain various elements and formatting options, such as font styles, sizes, and colors. It supports rich text formatting, allowing users to customize the appearance of their documents.

• Markdown (.md): Markdown is a lightweight markup language that allows authoring in plain text that is then converted into formatted content using plain text characters to denote elements like headings, lists, emphasis (bold or italic), links, images, code blocks, etc.

• Comma-separated values (.csv): A .csv file is a plain text file format commonly used for storing and exchanging tabular data that allows data to be organized in rows and columns, similar to a spreadsheet. Each line typically represents a row of data, and commas separate the values within the row. Each value corresponds to a specific column, allowing the data to be structured in a tabular format.

• Extensible Markup Language (.xml): An .xml file is a plain text file that uses tags to define elements and their hierarchical relationships.

• PlexTrac/JSON (.ptrac): A .ptrac file provides more structure and ability to maintain relational data similar to JSON and XML than a CSV. Images are stored using Base64, a binary-to-text encoding scheme representing binary data as a sequence of ASCII characters.

Comments made within a report are not exported.

Exporting Permissions

Admins can configure the options users see in the platform via the Admin Dashboard on the "Role Based Access" page. To accomplish this, select a custom role and click the "Ability to export reports" button.

A dialog box will appear with options to turn on/off the ability to export reports, along with the ability to configure via file type.

Exporting a Report

Step 1: From the Clients module, click the desired row or click Reports under the "Actions" column.

Step 2: Click the row of the report to export.

Step 3: The page defaults to the Findings tab of the report. Click Export report at the top right of the page.

Step 4: Select the desired format from the pulldown menu.

Options available depend on whether a specific export template is associated with the report.

The file download to the local system begins processing.

If an error exists, a message providing more information will appear.