What are the steps?
It's easy to create a custom template. Just go to Reports > Templates and:
1) select Mandate Template.
2) configure the report template settings.
I need help with the mandate template settingsI need help with the mandate template settings
Tell me more about:
Make this a globally available template 
Make this a globally available template
Managers and Unit Managers can select this option to make the template globally available to all users. Once published as a global template, users have the option to save personal copies of the template and can use them as the basis for creating new, custom templates.
Permissions: When is option is selected by a Unit Manager, the template is available to users in their own business unit.
Tell me about the ownerTell me about the owner
The user who created the report template is the owner by default. Managers and Unit Managers have the option to change the owner by editing the template.
> Owner of Gobal Report Template> Owner of Gobal Report Template
Global report templates may be owned by Managers and Unit Managers.
|
User Taking Action |
Current Owner |
Possible New Owner |
|
Manager |
Manager in the Unassigned business unit |
Manager in the Unassigned business unit |
|
Manager |
Unit Manager in a custom business unit |
Manager in the Unassigned business unit |
|
Unit Manager |
Unit Manager in a custom business unit |
Unit Manager in the same business unit as the current owner |
> Owner of Non-Global Report Template> Owner of Non-Global Report Template
Non-global report templates may be owned by Managers, Unit Managers, Scanners and Readers.
|
User Taking Action |
Current Owner |
Possible New Owner |
|
Manager |
Manager, Scanner or Reader in the Unassigned business unit |
Manager, Scanner or Reader in the Unassigned business unit |
|
Manager |
Unit Manager, Scanner or Reader in a custom business unit |
Manager in the Unassigned business unit |
|
Unit Manager |
Unit Manager, Scanner or Reader in a custom business unit |
Unit Manager, Scanner or Reader in the same business unit as the current owner |
Tell me about the custom footerTell me about the custom footer
This is a spot where you can add required information like a disclosure statement or data classification (e.g. Public, Confidential). The text you enter will appear in all reports generated from this template, except reports in XML and CSV formats.
Tell me about the report layoutTell me about the report layout
Define the what all information you want to display in your report.
You can group the report in two ways:
Group by Mandates: generates the report so that information is grouped to flow as per the selected mandates. This works great when you are generating a report for a single mandate.
Group by Control Objectives: harmonizes the overlapping requirements of the mandates and that mandate related control objectives. The information in the generated report is grouped to flow as per the control objectives. This grouping works best when you are generating a report for multiple mandates.