Customizing a report template

You can customize a report in the user-defined folder or predefined folder. Only certain report templates support customization.

Based on your permission level, you can customize the following report templates in the predefined folder:

  • Asset Evaluation Result Change

  • Compliance by Technical Check

  • Assets at Highest Risk

  • Asset Exceptions Status

  • Asset Risk Summary

  • Compliance by Asset

  • CCS System Auditing

  • Asset Group Compliance

  • Top Failed Technical Checks

See Copying a report template

To customize a report template

  1. Select a template.

  2. Right-click and select Customize.

  3. In the Specify Report Title, Company Name, and Logo panel, provide a report title for the report. Click Next.

    You can add a company name and logo, if they are available in the Settings > General view.

  4. In the Specify Report Content panel, you can add or remove the fields from the report. You can reorder the fields.

  5. Click Add Fields to add fields to the report.

    The report template must support the feature.

  6. In the Add Fields dialog box, select the fields. Click OK.

    You can add a maximum of 10 fields.

  7. Click Next.

  8. In the Specify Report Group By Information panel, select the fields that are used to group the displayed results. Click Next.

  9. In the Select the Location for the Saved Report panel, navigate to the folder where you want to save the report. Click Next.

  10. In the Summary panel, click Finish.

Imported Document ID: HOWTO75772
Legacy ID: v64515040_v74603629

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