Edit a Report Template


Each Report is configured via a Report template.

A Report template defines settings such as:

  • Which lists the Report checks for potential matches
  • How closely your end user/business of interest must match a list (aka match requirements) to be considered a Report hit
  • Whether the Report runs on a cadence
  • ... and more

You can edit a Report Template from the Dashboard.


To edit a Report template:

  1. In the Dashboard, navigate to ReportsTemplates.
  2. In the Report template list, select a template.
  3. In the Editor, make your changes.
  4. In the upper corner, click Save Report Template.

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