Generate a Case Report using generative AI
Generate an AI-based, structured, threat intelligence case report from the data in a case and export it for stakeholder distribution.
Before you begin
Important: Some generative AI skills, AI agents, and agentic workflows are turned on by default. For more information, see Now Assist skills, agents, and agentic workflows on by default.
Generative AI driven report generation is available only when the following prerequisites are met:
- Threat Intelligence Security Center-Advanced must be installed.
- TISC Report Authoring skill must be active.
- AI report styling must be configured by the Threat Intelligence administrator (sn_sec_tisc.admin). For more information, see Configure report styling for TISC Case reports.
Role required: sn_sec_tisc.analyst
About this task
Generate an AI-based, structured, threat intelligence case report from the data in a case.
Procedure
Navigate to Workspaces > Threat Intelligence Security Center.
Select the Threat Analyst Workbench icon.
In Case Management, open the case to generate the report.
Select the Case Reports tab.
Select New with AI.
In Report type, enter the type of report you want to generate or save for future usage.
The report types are saved for the current user and listed under Saved Report Types.
In Report description, enter a brief description in a maximum of 500 characters of how AI should generate the report.
Tip: The fields contain default values to help you understand the Report Authoring feature.
To reuse the report later, select Save Report Type.
You can save up to 10 report types per user. When you reach the limit, delete a saved report type before saving a new one.
To modify a saved report type, select Save Changes or save it as a new report type, select Save as New.
Use the search bar under Saved Report Types to find a saved report type.
Select Generate report.
A loading indicator appears for up to five seconds.
- If the report generates within five seconds, the window closes and the report editor opens automatically.
- If it takes longer, the window closes and a notification appears in the list view. The report editor opens when the report is ready.
Use the report editor to build the report content.
Select the
Edit report details icon**Edit report details** icon to edit the report name and description.
- Select the
Expand icon**Expand** icon to insert additional content — for example, Observables or Indicators — into the report.
- Type `/` to use a slash command and insert dynamic content, such as a record count, a specific record or field, or a system user. For the available slash commands and supported tables, see [Working with Reports in TISC](tisc-reports-lib-view.md).
- Select **Save Content** to save your changes and enable **Publish**.
- Select **Preview** to generate a PDF preview of the current content.
When your edits are complete, select Publish.
After publishing, download the report as a PDF or share it with stakeholders by email.
Parent Topic:Threat Analyst Workbench
Related topics
Creating cases using Threat Analyst Workbench
Summarize a Case with Now Assist for Threat Intelligence Security Center
Creating case task using Threat Analyst Workbench
Working with Investigation Canvas
Add artifacts to case(s) or case task(s)
Run Enrichment Actions within a case
Generate a Case Report using a template
Create a security incident from a TISC case