Terminology

The following terms are used throughout the documentation presented on this site. Items which refer to data types inside the PlexTrac platform are followed with (PlexTrac). Items which refer to elements of a Jinja template are followed with (Template)

Baseline Jinja Template (Template)

This is the .docx document that you will be modifying as desired to create customized report exports. Uploaded to Account Admin -> Templates -> Export Templates

Detailed Findings (Template)

The section of the Jinja Template that renders configurable detailed information about each finding. Findings can be divided by scopes.

Editor Table (PlexTrac)

A table generated inside a Narrative Table in the PlexTrac application.

Fields Template (PlexTrac)

This defines the Finding Custom Fields that will be available whenever editing a Finding in a report (optional). Found in Account Admin -> Templates.

Jinja Table (Template)

A table built by the jinja code in your Jinja Template dynamically on export.

Narrative Section (PlexTrac)

An individual editor block of data in the PlexTrac platform, composed of a Title and rich-text content. May include embedded inline images, tables or code blocks.

Report Custom Fields (PlexTrac)

These are metadata fields that optionally exist at the Report level. They are defined in the Details tab when editing a report. They can be templated as part of the Report Template. Common examples: Application Name, Author, Lead Tester, Project Manager, etc.

Report Template (PlexTrac)

This is the in-application grouping of starting attributes and re-usable content for a report. It is composed of three main sections: 1) The Jinja template in use; 2) Report Custom Fields, and 3) Narrative Sections. Found in Account Admin -> Templates.

Scope

A distinct type of technical test, such as Internal, External, Webapp, Wireless, Social and Physical. An engagement which includes more than one scope is "multi-scope."

Scope Tag (PlexTrac)

A tag applied to a Finding in the PlexTrac application to ensure that the finding is displayed in the appropriate Scope sections in the report.

Static Content (Template)

Anything in your Jinja Template that is not Jinja code. Static content will always be rendered on export as presented in the Jinja Template.

Summary of Findings Table (Template)

A Jinja Table that provides one row for each finding with a user-configurable number of attribute columns such as reference number, title, severity and cvss score. The Jinja Template can render separate tables for each scope, but can optionally include all findings in a single table.

Word Style (Template)

A set of text attributes in Microsoft Word that dictate how text of a given style will be rendered, to include font, size, spacing, color and more.