Manage Report Templates

Overivew

This guide walks you through the process of creating, configuring, and managing Report Templates within Sift.

Create a Report Template

To create a Report Template:

1. In Sift, click .
2. Click the Report Templates tab.
3. Click New Report Template.
4. In the Untitled Report Template box, enter a name for the Report Template.
5. Optional: In the Report Template tags list, select a tag to associate with the Report Template.
6. Optional: In the Report Template description box, enter a description for the Report Template.
7. Click + Add Rules.
8. In the Rules table, select the Rule(s) to add to the Report Template.
9. Click Confirm selection.
10. Click Save new Report Template.