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A Report Template applies the same set of Rules to a Run automatically, so you don’t select them each time you generate a Report. Use a Report Template when you review the same type of Run repeatedly, or want your team to apply a consistent set of checks without remembering which Rules to include. For more information, see Set up a repeatable review checklist.

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Report Template fields

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Rules

The Rules section of a Report Template lists the Rules included in it.

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Add Rules to a template

Select + Add Rules to open a picker with the same columns as the Rules table, plus filters and a checkbox to select each Rule.

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Metadata

Report Templates support user-defined metadata. Metadata is searchable and can be used to filter Report Templates in lists. See Organize resources with Metadata for steps on adding metadata to a Report Template.