---
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 Case Report using a template

# Create a Case Report using a template {#ariaid-title1}

* Release version: Australia
* 
* Updated June 24, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Generate a case report from a published report template, such as a post-investigation report or an executive summary, and then preview, publish, and share it.

## Before you begin

Role required: sn_sec_tisc.analyst

## Procedure

1. Navigate to WorkspacesThreat Intelligence Security CenterThreat Intel Library.
2. Select ReportsCase Reports.  
   Alternatively, select ReportsAll Reports or ReportsMy Reports.
3. Select New Case Report.
4. In the Create New Case Report window, enter the following details:
   1. In Case Number, select the case number to generate the report.
   2. In Generation Method, select Using Template.
   {#tisc-create-case-report-template__substeps_m5t_j3c_tjc}
5. Select Next.
6. Select the required report template to generate the report.  
   The report opens in the editor, populated from the selected template.
7. **Optional:** Use the report editor to build the report content.  
   * Select the ![Edit report details icon]()Edit report details icon to edit the report name and description.
   * Select the ![Expand icon]()Expand icon to insert additional content --- for example, Observables or Indicators --- into the report.
   * Type <kbd class="ph userinput">/</kbd> to use a slash command and insert dynamic content, such as a record count, a specific record or field, or a system user. For the available slash commands and supported tables, see [Working with Reports in TISC](https://servicenow-prod.fluidtopics.net/9p3J4EDtDbwGioeDsHcI4Q "The Reports module in the Threat Intelligence Library section enables you to create, manage, and publish reports that use any intelligence available in the Threat Intelligence Library.").
   * Select Save Content to save your changes and enable Publish.
   * Select Preview to generate a PDF preview of the current content.
   {#tisc-create-case-report-template__ul_intel_content}
8. When your edits are complete, select Publish.  
   After publishing, download the report as a PDF or share it with stakeholders by email.

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