Configure Policy Report Templates

Use report templates to create reports on one or more compliance policies. You can choose an existing template we provide as a starting point, or you can create custom reports by telling us all the settings.

Create new template

New Policy Template menu option

Edit existing template

We recommend you save a copy (click Save As) after making edits.

Edit template option on Quick Actions menu

 

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 selected by a Unit Manager, the template is available to all users in the business unit. When selected by a Manager, the template is available to all users in the subscription.

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 Global Report Template> Owner of Global 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> 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

 

You have the option to only show compliance data for hosts scanned within a certain timeframe. The report summary, host statistics and detailed results sections of your report will be based on the timeframe you specify (under Layout in the template). Learn more

Note - The trend summary and trend graphs are based on the Trend Duration setting (under Trending in the template).

Your report will include a trend summary and over time trend graphs based on the trend duration you select in the template (under Trending). We'll include trend data for the last 30 days by default but you can increase or decrease this timeframe. Note - The report summary, host statistics and detailed results sections of the report are based on the timeframe selection set in the template (under Layout).

Trend Duration option in policy report template

Every control is assigned a criticality level or is considered "Undefined" when there is no criticality assigned. 

In the template under Report Layout > Criticality, you must choose which criticality levels to show in the report. By default, all the criticality levels are selected. If you choose "Do Not Include Criticality" then we won't include criticality information in the report. The Criticality column will not appear in the Control Statistics section of the report, and the 2 pie charts with the total number of passed and failed controls at each criticality level will not appear in the report.

Learn more about control criticality for PC accounts

By default, your report shows the scan parameters for controls. If you want to hide scan parameters, uncheck the Scan Parameter check box. You'll find it under Layout > Sections > Control > Evidence.

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.

 

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

Quick Links

Reporting - The Basics

Manage your reports

Manage your assets

Tip Use our Compliance Scorecard Report to report on multiple policies in a single report.