Guide
Printable Surveil-X worksheet
Client website security report template
A printable report template for agencies and MSPs documenting authorized scope, findings, remediation, and retest status.
Use this structure for authorized client work. Do not label an automated external review as a penetration test or certification.
1. Engagement details
- Client and authorized contact
- Written authorization reference
- Domains, URLs, and environments in scope
- Assessment date and testing constraints
- Excluded systems and techniques
2. Finding record
- Finding title and severity
- Affected asset
- Observed evidence
- Business and technical impact
- Recommended remediation
- Responsible owner: client / agency / host / specialist
3. Closure
- Executive priorities
- Passed checks
- Limitations
- Remediation status
- Retest result and date
- Referral or deeper-testing recommendation
Notes, gaps, and next decisions
Agency and MSP reporting
Use the checklist with the supporting guides
Client-ready reporting, onboarding, and service-packaging guidance for agencies and MSPs.
Guide
How agencies can sell security assessments
Read the guideGuide