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Create a Report Template

A report template lets you define what specific information is to be added to the reports. You can create different report templates for different reasons. 

To create a report template, click New Template and follow the simple steps:

1) Add basic details. See Report Template - Basic Information.

2) Define filters to include detections in the report. See Report Template - Filter.

3) Define the display options for the report. See Report Template - Display.

4) Review the settings defined and create the report template. See Report Template - Review and Confirm.

Once you create a template, you create new reports using the template for the corresponding type of report template. 

Permissions to create reports using templates

- Manager users can access all templates in the subscription and create reports using them

- Template owners will be able to create reports using their own templates

- Other user needs to be granted access to individual templates by a Manager

For details on reporting permissions, see Report permissions.