Add Report Template

Report Templates are not necessary to begin a report in PlexTrac, but they perform two very useful functions:

  1. They allow you to pre-populate your report with pre-filled sections of a report, such as Introduction, Methodology, Threat Model, etc.

  2. They allow you to link a custom export template, so that your final .docx is exported into a document that is branded for your business in a manner that suits your reporting methodology

You can choose one or both of these options when creating your Report Template; you do not have to do both. Additionally, you can change the custom sections or the export template at any time - even after you have completed writing your report.

Step 1: Navigate to the "Account Admin" selection under the gear icon

Step 2: Click the "Templates" tab

Step 3: Select the "Report Templates" tab and click the "New Template" button or "Edit" button on an existing Report Template

Step 4: Provide your template with a logical name. You can also use the drop down to select the Custom Export Template (this is your Jinja Template). Note: You must first upload a Custom Export Template - see the section on Custom Word Templates for details.

Step 5: Click the "Add Section" button to add sections to the template

Step 6: Click the "Save" button to save the template

For specific sections titles and Custom Report Fields needed for your report, please reference your Jinja code or the Readme provided that details the requirements.