To get to this page: Select Report from the left menu. Go to New > Policy Template (or click edit for the policy template you want to change.)

New/Edit Compliance Policy Report Template

The template settings determine the layout and organization of your compliance policy report, the trend duration for trend graphs, and the list of frameworks that may appear in the report.

For descriptions of available options, see the following:

General Information

Report Layout

Trending

Frameworks

 


Additional Options

Save. Click to save your template. The current settings will overwrite previous settings in the template.  

Save As. Click to create a new template with your settings. You will be prompted to provide a title for the new template. Settings in the original template are not changed. This option is especially useful if your Manager or Unit Manager has published a global template and you want to create a new template based on those settings.

Cancel. Click to return to the report templates list without saving your changes.