Creating Your First Client and Engagement

Last updated: 2026-03-29

Overview

JuturnaReport organizes work in a two-level hierarchy: Clients contain Engagements, and engagements contain Scans. You need a client and an engagement before you can import a Nessus file.

If you just installed the app, the Onboarding Wizard walks you through this automatically. If you dismissed it or are adding another client, follow the steps below.


Creating a Client

  1. Click Home in the left sidebar to open the Clients view.
  2. Click + New Client in the top-right corner.
  3. Fill in the fields:
Field Notes
Client Name (required) Full client name used in reports
Short Name Abbreviated name for display
Contact Name Primary point of contact
Client Contact Contact email address
Ticket System Email Email address used when submitting findings tickets
Industry Client’s industry sector
Notes Internal notes — not included in reports
  1. Click Create Client.

The new client appears as a card on the Home screen. Toggle between card view and list view using the buttons in the top-right area of the page.


Creating an Engagement

  1. Click on the client card or row to open the Client page.
  2. Click + New Engagement.
  3. Fill in the engagement details:
Field Notes
Engagement Name (required) E.g., “Q1 External Pentest”
Engagement Type Dropdown — e.g., “External Network Penetration Test”, “Internal Network Penetration Test”
Reference Number Your internal job or ticket reference
Start Date Assessment start date
End Date Assessment end date
Consultant Name Lead consultant — appears in report headers
Reviewer Name QA reviewer name
Notes Internal notes
  1. Click Create Engagement.

The engagement appears on the client page. Click it to open the Engagement view, where you can import Nessus scans and generate reports.


Editing a Client or Engagement

Client: From the client page, use the edit controls to update any client field. Changes take effect immediately.

Engagement: Open the engagement, then click the Edit button to open the Edit Engagement modal. Modify any field and click Save Changes.


Managing Client Contacts

Client contacts are people at the client organization you may assign findings to or send ticket emails to.

From the Client page, use the + Add Contact option. Each contact has a name, email, role, and phone number. Contacts added here appear as assignee options in the triage workflow.


Next Step

With a client and engagement created, you’re ready to import your Nessus scan.