--- title: "Viewing and Managing All Saved Reports and Templates | ThreatConnect" slug: "viewing-and-managing-all-saved-reports-and-templates" description: "This article details the Reporting screen in ThreatConnect, which is where you can view and manage all reports and templates you and other users in your Organization have saved." tags: ["Analytical Tools"] updated: 2024-06-12T14:21:58Z published: 2024-06-12T14:21:58Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt > Use this file to discover all available pages before exploring further. # Viewing and Managing All Saved Reports and Templates ## Overview The **Reporting**screen in ThreatConnect® is where you can view and manage all reports and templates you and other users in your Organization have saved. From this screen, you can also create report templates and generic reports (i.e., reports that are not for a specific Group or Case). ## Before You Start ### User Roles - To view saved reports and templates on the **Reporting**screen and open them from this screen, your user account can have any [Organization role](https://knowledge.threatconnect.com/docs/organization-roles). - To manage saved reports and templates on the **Reporting**screen, your user account must have an Organization role of Standard User, Sharing User, Organization Administrator, or App Developer. ## Viewing All Saved Reports and Templates Click **Reporting**on the top navigation bar to open the **Reporting**screen (Figure 1). This screen shows all reports and templates you and other users in your Organization have saved. It also includes the following tabs and buttons: ![Figure 1_Viewing All Saved Reports and Templates_7.5.0](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%201_Viewing%20All%20Saved%20Reports%20and%20Templates_7.6.0.png) - **Custom Reports**: By default, the **Custom Reports** tab is selected when you access the **Reporting**screen. This tab displays a table listing each saved report’s name, description, creation date, and last modified date. Select a saved report on this tab to open it in the **Report Editor**. - **Templates**: This tab displays a table listing each saved report template’s name, description, type, creation date, and last modified date. Select a saved report template on this tab to open it in the **Template Editor**. - **+ Create Group Template**: Click **+ Create Template**to [create a report template](https://knowledge.threatconnect.com/docs/report-templates#creating-a-report-template). Then select the type of report template (Group, Case, or generic) to create. - **+ Create Custom Report**: Click **+ Create Custom Report**to [create a generic report](https://knowledge.threatconnect.com/docs/creating-a-report#creating-a-generic-report). Then select whether to create the report from scratch (new) or a generic report template. NoteYou will not be able to open and view reports that contain information on Cases for which you do not have [viewing permissions](https://knowledge.threatconnect.com/docs/parts-of-a-case#users-with-viewing-access).ImportantIf you open a saved report or template that was created by a Super User and contains data from an Organization you do not belong to, some sections in the report or template may not be displayed or may display no data. (See *[Managing Data in All Organizations: Reports and Report Templates](https://knowledge.threatconnect.com/docs/managing-data-in-all-organizations-reports-and-report-templates)* for more information.) As such, it is recommended that Super Users identify which reports and templates contain data from Organizations outside of their home Organization in the description so that other users in their home Organization do not attempt to open those reports or templates. ## Filtering and Sorting Saved Reports and Templates The following filtering options are available on each tab of the **Reporting**screen: - **Search bar**: Use this option to filter reports or templates by name. - **Filters![Filters button_Details screen](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Filters%20button_Details%20screen.png)menu**: Use this option to filter reports by creation date or last modified date and report templates by type, creation date, or last modified date. You can sort objects in each tab’s table by clicking on any of the table column headers. ## Managing Saved Reports and Templates Click the **⋯** menu in the rightmost column of a saved report’s or template’s entry in the table on the **Custom Reports**or **Templates**tab of the **Reporting**screen, respectively, to display a menu with the following options: - **Edit Metadata...**: Select this option to edit the name and description of the saved report or template. - **Save a Copy…**: Select this option to save a copy of the saved report or template. By default, the name of the copy will have the text “ - COPY” appended to it. - **Delete...**: Select this option to delete the saved report or template. --- *ThreatConnect® is a registered trademark of ThreatConnect, Inc.* 20144-08 v.04.A