---
sourceDocument: Australia Security Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/security-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Security Management

ft:clusterId :

    - security

bundleId :

    - security

workflow :

    - Technology


---

# Create a Report Template

# Create a Report Template {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create various report templates, which can be applied to the major security incidents and generate a status report. You can add standard and custom Major Security Incident Response form fields to the report template that are
dot-walkable. In addition, you can format and configure the report based on your requirements using sections, subsections, and its elements.

## Before you begin

Role required: sn_msi.workspace_manager

## About this task

You can define report components to your report templates and provide additional information. Create visualized data to track the scope and progress metrics, add related list data, preview, and generate or share the status
reports.

## Procedure

1. Navigate to AllMajor Security Incident ManagementMSI AdministrationStatus Report Setup.  
   The MSI Status Report Setup page displays.
2. In the Report Template section, select Configure.
3. Select New to create a report template.
4. On the Report template form, fill the fields.

   | Field | Description |
   | Name | Name of the report template. |
   | Branding information | Select the branding information of your report template such as logo, header, and footer text. For example, Default branding record. |
   | Report Type | Type of status report. The status report can be in one of the following types: * PDF * Email {#create-report-template__ul_qrh_mgq_d1c} |
   | Table | Name of the report template table. |
   | Top/Bottom Margin | Define the top and bottom margin indentations required while generating the report. |
   | Left/Right Margin | Define the left and right margin indentations required while generating the report. |
   | Page Size | The page size of your report template. For example, the default size is A4. |
   | Active | Select the check box for the MSI Manager to generate a report from the template that was created from the Reports Template section. Note: If the check box is cleared, then the MSI Manager can't create a report for that specific report template type in the MSIM workspace. |
   | First page header editor | Allows you to define the template body. Select the required variables to add to the template editor section. |
   |-|-|

   {#create-report-template__choicetable_fll_jgw_wsb}  
   Figure 1. Create a Report Template
5. Submit the new report template record.  
   A new report template is created under the Reports Templates page.
* **[Add Branding to your Report Templates](https://servicenow-prod.fluidtopics.net/UoqsvuSiSDXnxfpZqjEwNQ)**   
  Add branding to your reports. You can add header and footer image, header and footer text. You can include this branding information in any of the report template types that you want to create other than the two predefined reports.
* **[Use Visualizations in Report Templates](https://servicenow-prod.fluidtopics.net/hT2kVaqvHg1sBKBXlSZVKQ)**   
  Use report widgets to define and include User Interface Builder (UIB) elements such as data visualizations in the MSIM status reports.
* **[Use Reports Lists in Report Templates](https://servicenow-prod.fluidtopics.net/MOfR0oqKeuX7JpO08iJnpQ)**   
  Use report lists to define and include the related list artifacts to generate lists in the PDF based on your configured MSI list records.
* **[Use Template Scripts in your Report Templates](https://servicenow-prod.fluidtopics.net/~gjPyCUdbSQGcxxM3hpdIg)**   
  Create a script to include the related lists data, date operations, and any other data that aren't directly dot-walkable.
* **[Preview the Report Template](https://servicenow-prod.fluidtopics.net/FqpaqvYtpxTWsL9ecrQgbQ)**   
  Use the Preview functionality to preview your design-time report template to generate and share the report with other stakeholders during run time from the Major Security Incident Management workspace.

**Related concepts**   

* [Add system properties](https://servicenow-prod.fluidtopics.net/IRDo6SRnbIZ8judCg6Y8CA "Add system properties to control MSIM application behavior. Following are the default system properties that are introduced as part of the Major Security Incident Management status reports.")  
**Related tasks**   

* [Create a Report Section Template](https://servicenow-prod.fluidtopics.net/3oJ98hmEPUgInH8K_ck1dA "A report can further be divided into various sections. Use the Report section to break down the report into multiple sections and reorganize them in order.")
* [Create a Report Subsection Template](https://servicenow-prod.fluidtopics.net/Awpfy6FVSMb8~nlDwdSLQw "Use the report subsection to further organize the section into multiple subsections and configure their alignment and position using the available types such as Text side panel, Primary, and Secondary.")
* [Create Report Subsection Element template](https://servicenow-prod.fluidtopics.net/4qMZvwnzQLmkwenfRGn1hQ "Use subsection elements to further organize a subsection into multiple elements. Subsection elements help define visualizations, lists, free-form text more declaratively with filter options such as assignment groups and labels.")
* [Create and distribute MSIM Status Reports](https://servicenow-prod.fluidtopics.net/~mxDy9mmDysMOt7PL5mv3A "As a Major Security Incident (MSI) manager, you can create and distribute the different status reports to different stakeholders at various intervals based on the configured report template or a previous status report throughout the course of the major security incident resolution.")

*[\>]: and then