| 1 | --- |
| 2 | title: Report creation |
| 3 | description: Generate and export reports (often Grafana dashboards) for customers. |
| 4 | --- |
| 5 | |
| 6 | ## What it is |
| 7 | |
| 8 | CoPilot supports report creation, commonly via Grafana dashboards and PDF generation. |
| 9 | |
| 10 | ## Who this is for |
| 11 | |
| 12 | - **Admin / Platform**: scheduled or ad-hoc reporting for customers |
| 13 | - **Operator**: case-related evidence packets and summaries (depending on workflow) |
| 14 | |
| 15 | ## Inputs (what it needs) |
| 16 | |
| 17 | - Grafana connector configured (for dashboard-backed reports) |
| 18 | - Customer provisioning completed (dashboards/org exist) |
| 19 | |
| 20 | ## Outputs (what you get) |
| 21 | |
| 22 | - Report outputs (PDF/exports, depending on configuration) |
| 23 | - Shareable artifacts for customers and internal documentation |
| 24 | |
| 25 | ## Where it lives in the UI |
| 26 | |
| 27 | - (Wireframe) This page will be updated with the exact menu path/route. |
| 28 | |
| 29 | ## Success criteria |
| 30 | |
| 31 | - [ ] You can generate a report for a customer |
| 32 | - [ ] Output can be downloaded/shared |
| 33 | |
| 34 | ## Safety / guardrails |
| 35 | |
| 36 | - Reports can contain sensitive event data. Apply RBAC and retention rules. |
| 37 | |
| 38 | ## Troubleshooting |
| 39 | |
| 40 | - Confirm Grafana connectivity |
| 41 | - Confirm dashboards exist for the customer |
| 42 | - Confirm report storage/output paths and permissions |
| 43 | |
| 44 | ## Related UI reference pages |
| 45 | |
| 46 | - [Report creation](/user/ui/report-creation) |
| 47 | - [General reports](/user/ui/report-general) |
| 48 | - [SCA reports](/user/ui/report-sca) |
| 49 | - [Vulnerability reports](/user/ui/report-vulnerability) |