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Templates

The Templates button under "Customizations" in the Admin Dashboard allows configuration of tenant reports and export templates.
Report templates are not required but perform two useful functions, which can be adjusted at any time:
  1. 1.
    They can pre-populate report sections, such as the introduction, methodology, or threat model.
  2. 2.
    They can link to a custom export template to ensure the exported file is branded and structured in the desired reporting methodology.

Report Templates Tab

Creating a Report Template

Step 1: Click New Template.
Step 2: Enter a template name and select a default export template from the pulldown menu, if applicable (i.e., a Jinja template).
The default export template must be loaded first before starting this process.
Add any custom fields or sections by clicking the appropriate buttons and entering the required information.
Step 3: Click Save. A message will appear on the modal confirming success. Click anywhere off modal to go back to Templates page.
The template will appear in the list of report templates.

Previewing a Report Template

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

Editing a Report Template

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

Deleting a Report Template

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

Export Templates Tab

PlexTrac allows the uploading of .docx Microsoft Word templates to be used for exporting reports in a custom format and style.
File names may only contain alphanumeric characters and these special characters:
()-_

Creating a New Export Template

Step 1: Click New Template from the Export Templates tab.
Step 2: Drag a .docx file to the box provided or click the box provided in the modal to find the file to upload on the computer. Click Upload.
A message will appear confirming the template was created. The new template will appear in the list.

Downloading an Export Template

Export templates can be downloaded by clicking Download under the "Actions" column.

Deleting an Export Template

Export templates can be deleted by clicking Delete under the "Actions" column.
Click Next below to learn about configuring the colors of a tenant.
Last modified 2mo ago