Reports, Scheduling, and Governed Exports
Reports — Templates
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Navigation: Explore → Reports → Templates
Primary audience: report authors, administrators, and users permitted to create from approved templates
Purpose
Templates defines reusable report structures, parameters, audience rules, evidence sections, and formats. It separates system templates, customer templates, drafts, and restricted designs.
Scope controls and indicators
Category filters business area. Owner selects system, team, or user-owned templates. State filters published, draft, review, retired, or superseded. Audience limits visibility class.
Templates is total accessible count. Used This Month shows runs based on templates. Draft Versions counts unpublished work. Restricted identifies templates with controlled audiences.
Template catalog
Each card shows title, intended outcome, category, version, parameter count, audience, owner, supported formats, and state. Opening a template previews sections, sample layout, parameters, evidence appendix, and distribution rules without using live data unless authorized.
Supporting analysis
Template adoption shows use by template. Template governance identifies custom, draft, review, restricted, and superseded states. Template actions provides create, review, publish, and audience-validation work.
Actions
- Create a report from a template.
- Duplicate an eligible template into a customer-owned draft.
- Edit parameters, sections, formats, or audience rules.
- Preview with synthetic or authorized data.
- Request review, publish a version, retire, or restore a prior version.
- Review restricted audience requirements.
Recommended procedure
Select the closest existing template, configure only necessary parameters, and preview every evidence and empty state. Validate audience, classification, and source availability before publication. Create a new template only when the reporting purpose materially differs.