> For the complete documentation index, see [llms.txt](https://docs.plextrac.com/plextrac-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plextrac.com/plextrac-documentation/product-documentation-1/account-management/account-admin/customizations/templates/report-templates.md).

# Report Templates

A report template is a pre-defined structure and format for creating reports. It may include narrative sections and custom fields, as well as the ability to select an export template.&#x20;

Report templates save time and ensure consistency in the formatting and presentation of reports within an organization. They save time by pre-populating report sections, such as the introduction, methodology, or threat model. Linking to a custom export template ensures an exported file is branded and structured in the desired reporting methodology.

### Creating a Report Template

<mark style="background-color:yellow;">Step 1:</mark> Click **New report template**.

<div align="left"><figure><img src="/files/A4xI0IGk082J4a1EmhsS" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Enter a template name and select a default export template from the pulldown menu, if applicable (i.e., a Jinja template). <br>

<div align="left"><figure><img src="/files/17PpfCw6vLRrowCZJ8jP" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
The default export template must be loaded first before starting this process.
{% endhint %}

<mark style="background-color:yellow;">Step 3:</mark> Add any custom fields or narrative sections by clicking the appropriate buttons and entering the required information.

<div align="left"><figure><img src="/files/MHoQqWoUFNdWDzD0gN3N" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Click **Create**.&#x20;

<div align="left"><figure><img src="/files/y2AEfGjGGoQIQhPREcps" alt=""><figcaption></figcaption></figure></div>

The template will appear in the list on the **Report templates** tab.

### &#x20;Previewing a Report Template

Report templates can be previewed by clicking **Preview** under the "Actions" column.

<div align="left"><figure><img src="/files/G9ShsaTakM9X7UQXoYOy" alt=""><figcaption></figcaption></figure></div>

The preview will show any text entered in the narrative section when the template was created. It does not display template custom fields.

<figure><img src="/files/FjG95GFwZbVNnaRz2TPu" alt=""><figcaption></figcaption></figure>

### Editing a Report Template

Report templates can be edited by clicking **Edit** under the "Actions" column.

<div align="left"><figure><img src="/files/YDfqcLRuTqU1ytPWFLAJ" alt=""><figcaption></figcaption></figure></div>

This will launch a modal, allowing the entire template to be modified. Click **Save** when finished.&#x20;

<div align="left"><figure><img src="/files/0N6SjImv5PdSpRXlui6n" alt=""><figcaption></figcaption></figure></div>

### Deleting a Report Template

Report templates can be deleted by clicking **Delete** under the "Actions" column.

<div align="left"><figure><img src="/files/xHGTFqps7g8fpyyrmGNn" alt=""><figcaption></figcaption></figure></div>

A box will appear confirming the action. Click **Delete**.&#x20;

<div align="left"><figure><img src="/files/fse2RUoSmNUhcwvHcXxN" alt=""><figcaption></figcaption></figure></div>


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