Duplicate a report template in Security Incident Response

  • Release version: Xanadu
  • Updated January 16, 2025
  • 1 minute to read
  • Duplicate a report template to edit or reuse an existing template to create a new template.

    Before you begin

    Note:
    You have to create a copy of the Executive Summary and Analyst Status Reporting templates to reuse them.
    To reuse the Executive Summary and Analyst Status Reporting, you have to create a copy of these and then

    Role required: sn_si.admin

    Procedure

    1. Navigate to Workspaces > Security Incident Response Workspaces > Administration.
    2. Select Reports, and then Report Templates.
      The Report Templates page appears with all the templates available in the base system.
    3. Select the template.
    4. Select Duplicate.

    Result

    The contents of the selected template are duplicated and copy of the selected template is available in the list of templates. The duplicate template is in the Draft state. You can customize the contents, and then rename the template as required.

    What to do next

    Edit a report template in Security Incident Response