Create a Report Template
- UpdatedJul 31, 2025
- 3 minutes to read
- Zurich
- Security Operations
Create various report templates, which can be applied to the major security incidents and generate a status report. You can add standard and custom Major Security Incident Response form fields to the report template that are dot-walkable. In addition, you can format and configure the report based on your requirements using sections, subsections, and its elements.
Before you begin
Role required: sn_msi.workspace_manager
About this task
You can define report components to your report templates and provide additional information. Create visualized data to track the scope and progress metrics, add related list data, preview, and generate or share the status reports.
Procedure
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On the Report template form, fill the fields.
Field Description Name Name of the report template. Branding information Select the branding information of your report template such as logo, header, and footer text. For example, Default branding record. Report Type Type of status report. The status report can be in one of the following types: Table Name of the report template table. Top/Bottom Margin Define the top and bottom margin indentations required while generating the report. Left/Right Margin Define the left and right margin indentations required while generating the report. Page Size The page size of your report template. For example, the default size is A4. Active Select the check box for the MSI Manager to generate a report from the template that was created from the Reports Template section. Note: If the check box is cleared, then the MSI Manager can't create a report for that specific report template type in the MSIM workspace.First page header editor Allows you to define the template body. Select the required variables to add to the template editor section. Figure 1. Create a Report Template 
Related Content
- Create a Report Section Template
A report can further be divided into various sections. Use the Report section to break down the report into multiple sections and reorganize them in order.
- Create a Report Subsection Template
Use the report subsection to further organize the section into multiple subsections and configure their alignment and position using the available types such as Text side panel, Primary, and Secondary.
- Create Report Subsection Element template
Use subsection elements to further organize a subsection into multiple elements. Subsection elements help define visualizations, lists, free-form text more declaratively with filter options such as assignment groups and labels.
- Add system properties
Add system properties to control MSIM application behavior. Following are the default system properties that are introduced as part of the Major Security Incident Management status reports.
- Create and distribute MSIM Status Reports
As a Major Security Incident manager, you can create and distribute the different status reports to different stakeholders at various intervals based on the configured report template or a previous status report throughout the course of the major security incident resolution.