Report Templates Change Management

Overview

Unlike other Persona objects, Report Templates do not support version management. Changes made to Report Types are immediately applied once saved.

Change Behavior

Changes to a Report Templates take effect immediately upon saving. There is no draft mode or publishing process available.

• Changes are applied system-wide for any new Reports that reference the updated Report Template.
• Any Reports that were previously generated will remain associated with the configuration that existed at the time they were created.
• There is no version history or ability to revert changes.

For all Report Types, ability to configure or edit Report Templates are view-only in your Persona dashboard except for the Watchlist (person).

No Version History

Unlike versioned Persona objects, Report Types do not maintain a version history. Once changes are saved, previous configurations cannot be restored. We recommend reviewing changes carefully before saving to ensure accuracy.