Create content configurations

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Define the data that you want to view or fetch, whether it's a list of records or an aggregation when creating an audit report. For example, specify if you want to see a list of remediation tasks or the list of the top five high priority issues. A maximum of 200 records can be fetched from any table.

    Before you begin

    Role required: sn_grc_doc_design.admin and sn_audit.admin

    Procedure

    1. Navigate to All > Audit > Audit Report > Template configurations.
    2. Open the template for which you want to create content configurations.
    3. On the Content configurations related list, select New.
    4. On the form, fill in the fields.
      Table 1. Content configuration form
      Field Description
      Name Name of the content configuration. For example, List of remediation tasks.
      Template configuration Template configuration for which you're defining the content configuration. This field is automatically set based on the configuration that you selected in step 2.
      Target table Table from which data must be fetched.
      Data relationship Data relationship for which you want to create content configurations. Only the data relationships that you have previously created are available for selection.
      Filter criteria Filter condition and the number of records that can be displayed.
      Aggregation criteria Aggregation query to be used for the content configuration record. Use Data columns and Intermediate filters related lists for the content configuration record.
      Content block criteria Parent block configuration to specify a table or data that you want to insert in the content block as a table.
    5. Build the Filter criteria and the Aggregation criteria as required.
    6. To specify a table or data that you want to insert in the content block as a table, select the Content block criteria tab.
      1. In the Parent block configuration field, select the required content configuration.
      2. Select Submit.
    7. In the Data columns related list, specify the columns you want on the report from the table that you have selected.
      For more information, see Configure Data columns.
    8. In the Intermediate filters related list, define the filters that should apply to the dataset to refine the results displayed in the report.
      For more information, see Configure Intermediate filters.
    9. Select Update.