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How to Create a Case Report Template#

This topic provides step-by-step instructions for creating a case report template in TheHive.

Required permissions for managing case report templates

Only users with the manageCaseReportTemplate permission can manage case report templates in TheHive.

Procedure#

  1. Go to the Organization view from the sidebar menu.

    Organization view

  2. Select the Templates tab.

    Organization templates

  3. Select the Reports tab.

    Organization templates reports

  4. Two options are available:

    • Create a case report template from scratch by selecting .

    • Duplicate an existing case report template by selecting next to the case report template you want to duplicate, then select Duplicate.

  5. In the drawer, enter the following fields:

    Title *
    The title users will see when selecting reports in case descriptions.

    Description
    A brief summary of your case report template, outlining its purpose and contents.

  6. Select Add report template or Edit report template.

  7. Drag available widgets to position them as needed.

    Drag widgets

  8. Enter the required information for the widget.

  9. Select Confirm.

  10. Select to edit sections, to duplicate them, and to delete them.

  11. Select to preview the case report display.

  12. Select to save your case report template.

Next steps#