Mandate Based Templates

Use mandate based report templates to create harmonized reports on one or more compliance policies and mandates. Create a custom template for the reports by telling us all the settings.

A few things to consider...

Have you thought about which mandates and policies you want to report on and what you want to see in your report? Refer to our list of pre-defined mandates. Know more

What are the steps?

It's easy to create a custom template. Just go to Reports > Templates and:

1) select Mandate Template.

2) configure the report template settings.

I need help with the mandate template settings

Tell me more about:

Make this a globally available template Global Icon

Managers and Unit Managers can select this option to make the template globally available to all users. Once published as a global template, users have the option to save personal copies of the template and can use them as the basis for creating new, custom templates.

Permissions: When is option is selected by a Unit Manager, the template is available to users in their own business unit.

Tell me about the owner

The user who created the report template is the owner by default. Managers and Unit Managers have the option to change the owner by editing the template.

> Owner of Gobal Report Template

Global report templates may be owned by Managers and Unit Managers.

User Taking Action	Current Owner	Possible New Owner
Manager	Manager in the Unassigned business unit	Manager in the Unassigned business unit
Manager	Unit Manager in a custom business unit	Manager in the Unassigned business unit - or - Unit Manager in the same business unit as the current owner
Unit Manager	Unit Manager in a custom business unit	Unit Manager in the same business unit as the current owner

> Owner of Non-Global Report Template

Non-global report templates may be owned by Managers, Unit Managers, Scanners and Readers.

User Taking Action	Current Owner	Possible New Owner
Manager	Manager, Scanner or Reader in the Unassigned business unit	Manager, Scanner or Reader in the Unassigned business unit
Manager	Unit Manager, Scanner or Reader in a custom business unit	Manager in the Unassigned business unit - or - Unit Manager, Scanner or Reader in the same business unit as the current owner
Unit Manager	Unit Manager, Scanner or Reader in a custom business unit	Unit Manager, Scanner or Reader in the same business unit as the current owner

Tell me about the custom footer

This is a spot where you can add required information like a disclosure statement or data classification (e.g. Public, Confidential). The text you enter will appear in all reports generated from this template, except reports in XML and CSV formats.

Tell me about the report layout

Define the what all information you want to display in your report.

You can group the report in two ways:

Group by Mandates: generates the report so that information is grouped to flow as per the selected mandates. This works great when you are generating a report for a single mandate.

Group by Control Objectives: harmonizes the overlapping requirements of the mandates and that mandate related control objectives. The information in the generated report is grouped to flow as per the control objectives. This grouping works best when you are generating a report for multiple mandates.

What's next?

Launch a report using your template

We'll create a new report using the report template you've configured. Go to Reports > Templates, select your template in the list, and then select Run from the menu. You can also go to Reports > Reports > New. Learn more

Schedule a report using your template

Schedule your report to run automatically - daily, weekly, monthly - and you'll get the most up to date harmonized reports with the most accurate trends. Learn more

Tell me about sharing reports

Configuring Mandate Templates