93 lines
3.8 KiB
Markdown
93 lines
3.8 KiB
Markdown
# Reporting Page Guide
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## Overview
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The Reporting Page is the primary operational page in the STEAM Security Dashboard. It provides a live view of all open Ivanti host findings with filtering, sorting, inline editing, metric charts, and export capabilities.
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## Getting Started
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1. Navigate to the Reporting page from the sidebar
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2. Click **Sync** (top right) to pull the latest findings from Ivanti
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3. The sync timestamp updates when complete — findings, charts, and counts all refresh together
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## Metric Charts
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Four donut charts appear at the top of the page:
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### Open vs Closed
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Shows the total count of open and closed findings across all synced data.
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### Action Coverage
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Breaks down open findings into three categories:
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- **FP Request** (blue) — findings with an FP workflow ticket in Ivanti
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- **Archer Exception** (amber) — findings with an EXC-XXXXX number in their notes
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- **Pending** (red) — findings with no action taken yet
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Click a chart segment to filter the table to that category. Click again or use "clear filter" to remove.
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### FP Finding Status
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Shows the distribution of findings across FP workflow states (Requested, Reworked, Actionable, Approved, Rejected, Expired).
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### FP Workflow Status
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Shows the count of unique FP ticket IDs per state — one FP ticket can cover many findings.
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## Findings Table
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### Columns
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The table has 13 columns. All are visible by default:
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| Column | Description |
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|--------|-------------|
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| Finding ID | Ivanti host finding identifier |
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| Severity | VRR score with severity group (Critical, High, Medium) |
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| Title | Vulnerability title |
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| CVEs | Associated CVE identifiers (hover for tooltip details) |
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| Host | Hostname (inline editable) |
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| IP Address | Device IP |
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| DNS | DNS name (inline editable) |
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| Due Date | SLA deadline — red if overdue, amber if within 30 days |
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| SLA | SLA status (Overdue, At Risk, Within SLA) |
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| BU | Business unit ownership (STEAM or ACCESS-ENG) |
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| Workflow | FP workflow badge showing ticket ID and state |
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| Last Found | Date the finding was last detected by scanner |
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| Notes | Free-text notes field (inline editable) |
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### Column Management
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Click the **Columns** button (gear icon) to:
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- Show/hide columns by clicking the eye icon
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- Drag columns to reorder them
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- Your column configuration is saved in your browser
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### Sorting
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Click any sortable column header to sort. Click again to reverse direction. The active sort column is highlighted in blue.
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### Filtering
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Click the filter icon on any filterable column header to open a dropdown with all unique values. Check/uncheck values to filter. Use "Select All" or "Clear" for bulk operations. A search box lets you find specific values quickly.
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Active filters show as amber badges above the table. Click "Clear Filters" to remove all column filters at once.
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### Inline Editing
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Three columns support inline editing:
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- **Host**: Click the hostname to edit. An amber dot appears when an override is active. Click the revert button (↻) to restore the original Ivanti value. Overrides survive re-syncs.
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- **DNS**: Same behavior as Host.
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- **Notes**: Click to type. Saves automatically on blur. Use notes to record EXC numbers (e.g., `EXC-12345`) — the Action Coverage chart will classify these as "Archer Exception".
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## Selecting Findings
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Check the checkbox on any row to select it. Use Shift+Click for range selection. The "select all" checkbox in the header selects all visible (non-queued) findings.
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When findings are selected, a toolbar appears with:
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- Workflow type toggle (FP / Archer / CARD)
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- Vendor input field (not needed for CARD)
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- "Add to Queue" button to stage findings for batch processing
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## Export
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Click the **Export** dropdown to download the current filtered/sorted view as:
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- **CSV** — comma-separated values with UTF-8 BOM
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- **Excel (.xlsx)** — formatted spreadsheet with auto-fit column widths
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Only visible columns are included in the export.
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