Edit a Report Template

Overview

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.

Steps

To edit a Report template:

1. In the Dashboard, navigate to Reports > Templates.
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.

Learn more

• Configure a Watchlist Report: Learn specifically how to edit the template for a Watchlist Report.