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

 

Help with template settings
Make this a globally available template Global Icon
Tell me about the owner
Timeframe selection

 

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.