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Create a Template Report

Template reports are formatted reports that can be customized using chapter and target selections. Templates are available from the SecurityCenter feed.

To create a template report:

  1. Click Reporting > Reports.

    The Reports page appears.

  2. Click Add.

    The Add Report page appears.

  3. In the Search Templates box in the top right corner of the page, search for a specific template by keyword.

    Tip: After the initial search, you can limit search results by template category.

    -or-

    In the Template section, click a template category to view the related templates:

    • Compliance & Configuration Assessment

    • Discovery & Detection

    • Executive

    • Monitoring

    • Security Industry Trends

    • Threat Detection & Vulnerability Assessments

  4. Click a template report to select it.

    Note: Each template description specifies which SecurityCenter data must be available to obtain a complete report. For more information, see Data Required for Template-Based Reports.

  5. (Optional) In the Chapters section, select which chapters from the template you want to include in your report. By default, the report includes all chapters from the template.
  6. In the Focus section, do one of the following:

  7. (Optional) Edit the default text in the Description box.

    Note: You cannot modify any information in the Details section of the page.

  8. Click Add.

    SecurityCenter creates a report based on the template and displays the Reports page. The new report appears as the last entry in reports table.

  9. (Optional) Modify report options that are common to both custom and template reports.

    For example, the default value for the Schedule option for all template-based reports is On Demand. If you want to run the report automatically, modify the Schedule option for the report.

  10. (Optional) Edit the report outline.

    For example, you might want to use text elements to add your business context to template-based chapters.

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