Configure Major Security Incident status reports › Manage MSIM status reports › Major Security Incident Management › Security Incident Response › Enterprise security case management applications › Security Operations

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a Report Template

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

Navigate to All > Major Security Incident Management > MSI Administration > Status Report Setup.

The MSI Status Report Setup page displays.
In the Report Template section, select Configure.
Select New to create a report template.
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
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.

Image omitted: msim-status-report-template-config.png
Create a Report Template \[Omitted image ""\] Alt text:

Submit the new report template record.

A new report template is created under the Reports Templates page.
Add Branding to your Report Templates
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
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
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
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
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.