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Report library

The report library is split into two management areas:
  • Report Templates
  • Report Snippets
Both are reusable content layers for reporting. They are not the same thing as an individual report draft.

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Report templates

Templates define reusable report defaults, including:
  • template name and description
  • report mode
  • default titles and status/severity defaults
  • the shell used when creating a one-off report draft
Use the templates index to:
  • review existing templates
  • create a new template
  • open an existing template for editing

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Report snippets

Snippets are reusable pieces of narrative content that feed editable report sections. Use the snippets index to:
  • review snippet labels and target sections
  • create a new snippet
  • edit an existing snippet
Snippets are most useful when your team wants repeatable language for common executive or technical sections.
  • /dashboard/reports/templates
  • /dashboard/reports/templates/new
  • /dashboard/reports/templates/[templateId]/edit
  • /dashboard/reports/snippets
  • /dashboard/reports/snippets/new
  • /dashboard/reports/snippets/[snippetId]/edit