How to Create a Custom Template - Partners
Using the Custom Template feature is a tool to customize a report. Saving the Report Template can then later be used for a Custom Report for the company or clients.
Click on Custom Templates on Dashboard
Or, click on Reports>Custom Templates
On the Custom Template page, click on Create Custom Template
A pop up will appear. Add a name for the report, and click New Template.
*There is an option to edit all the existing templates., by clicking on one of the created custom templates it will take you to a screen to edit the existing version
On the right-hand side there are options to add to the report by clicking on the Library options it give the option to select which block to add to the report.
*Some of the items you can click on and it will add the block to the bottom of the template. Others will need to clicked and dragged.
Within the built template the you can move the blocks up and down. Or, delete blocks that were added, that you no longer need.
Heading - Create a Title for the Report
Paragraph - Add text to the report (Explanation, Purpose...)
Table of Contents - Will add a table of content to the template to explain which blocks will be used in template
Remediation - Select a plan to remediate
Recommendation - Select any recommendations for improvement
Table - Add a Pricing Table
Cost Summary - AWS spend from yesterday, last week, and month to date
All Rules - Select rules from Security, Cost, Reliability, Operations, Performance
Resources - Resources from AWS account
High Risk Issues - Issues that are considered HRI
Example of how the Template will appear: