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Reports

A report is an executive overview, vulnerability, compliance, configuration or assessment document generated from your current data, which you review, approve and export.

In the app: Assurance › ReportsWho can do this: Contributor or above

Generate a report

Select New report and pick a kind. The report opens as a draft. Paid plans include the Vulnerability, Configuration and Assessment kinds; see pricing. Vulnerability and Assessment reports also need a verified domain.

KindWhat it covers
Executive overviewA board-level summary across findings, compliance, configuration and risk. Uses AI credits.
VulnerabilityYour findings, written up as a document.
ComplianceYour position against the frameworks you have enabled.
ConfigurationYour cloud configuration check results.
AssessmentA penetration test report for one engagement, created from Pentest › Engagements.

Compliance reports

Enable a framework first, then choose Compliance. Read the report before you share it.

Edit a report and use templates

Open the report and edit it as you would a policy; set its title on the Content tab. Save as template keeps the arrangement for reuse; Apply template replaces the report's sections and blocks with a saved one. Select Save.

Review and approve a report

  1. Draft
  2. Submit for reviewIn review back to Draft: Send back to draftIn review
  3. ApproveApproved back to In review: Reopen for reviewApproved
  1. Select Save, then Submit for review.
  2. Select Approve. To edit an approved report, select Reopen for review.

Before approval, Checkpoint saves a snapshot, and the Versions tab lets you Diff or Restore one.

Delete a report

Reopen an approved report for review first. Select the bin icon beside Save, then Delete.

Export a report

Assessment reports have an Export menu with PDF and Word (.docx). Other kinds have Download PDF, which prints through your browser. Set the branding on exported files under Templates › Branding.

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