> ## Documentation Index
> Fetch the complete documentation index at: https://pentest-tools.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Report templates

> Customize and manage report templates for consistent deliverables

## What are report templates?

Report templates define the reusable text sections in your pentest reports. Using them keeps reports consistent and cuts preparation time when working across multiple clients or projects.

Templates can be shared with team members, allowing your entire team to use consistent report formatting. See [Sharing templates](#sharing-templates) for details.

<Info>
  Report templates are used when generating **Editable pentest reports**. When you create a pentest report, you select a template and an [Engagement](/capabilities/reports/engagements) to populate the report with your standard content and client details.
</Info>

## Template types

| Type                  | Description                                                        |
| --------------------- | ------------------------------------------------------------------ |
| **Default templates** | System-provided templates you can use as-is or as a starting point |
| **Custom templates**  | Templates you create and own, tailored to your workflow            |

## Template sections

Each report template contains the following editable sections:

| Section               | Purpose                                                   |
| --------------------- | --------------------------------------------------------- |
| **Name**              | Template identifier for selection when generating reports |
| **Background**        | Context about the engagement or project                   |
| **Objectives**        | Goals of the security assessment                          |
| **Executive Summary** | High-level overview for stakeholders                      |
| **Scope**             | What was tested and any exclusions                        |
| **Approach**          | How the testing was conducted                             |
| **Methodology**       | Detailed testing methodology and standards followed       |
| **Disclaimer**        | Legal disclaimers and limitations                         |

<Tip>
  Create templates for common engagement types (external penetration tests, web application assessments, API reviews) so you can generate reports quickly.
</Tip>

## Managing templates

### Creating a custom template

<Steps>
  <Step title="Navigate to report templates">
    Go to **Reports > Report Templates** in the main navigation.
  </Step>

  <Step title="Create new template">
    Click **Create template** to start a new custom template.
  </Step>

  <Step title="Fill in sections">
    Complete each section with your standard content. You can include placeholders that you'll customize per engagement.
  </Step>

  <Step title="Save template">
    Save the template for reuse across future reports.
  </Step>
</Steps>

### Editing and deleting templates

* You can edit or delete your custom templates at any time
* Default templates cannot be modified, but you can use them as a starting point for custom templates

## Using templates in reports

When generating a pentest report:

1. Select your scans or findings to include
2. Choose **Editable pentest report** as the report type
3. Select a **Report Template** to populate standard sections
4. Select an **[Engagement](/capabilities/reports/engagements)** to include client and contract details
5. Specify the report author
6. Generate the report in your preferred format

The template content combines with your scan findings and engagement details to create a finished pentest report.

## Sharing templates

Report templates can be shared with team members on your account. When you share templates, team members can use them to generate reports with consistent formatting.

### Permission levels

| Permission    | What they can do                                                          |
| ------------- | ------------------------------------------------------------------------- |
| **No access** | Cannot see or use your templates                                          |
| **View**      | Can view and use templates to generate reports, but cannot edit or delete |
| **Edit**      | Full access to view, use, edit, and delete templates                      |

### How to share templates

1. Go to **Settings > Team**
2. Select the team members you want to configure sharing for
3. Click **Share**
4. Set the **Report Templates** permission level
5. Click **Save**

Templates you share will appear in your team members' template list, allowing them to select your templates when generating pentest reports.

<Tip>
  Share templates with View permission so team members can use them without editing the content.
</Tip>

For more information about team management and sharing, see [Teams and roles](/capabilities/teams-and-roles).

## Best practices

<AccordionGroup>
  <Accordion title="Create client-specific templates">
    Different clients may have different reporting requirements. Create templates tailored to specific industries or compliance needs.
  </Accordion>

  <Accordion title="Keep templates current">
    Review and update your templates periodically to reflect current methodologies and best practices.
  </Accordion>

  <Accordion title="Use clear naming conventions">
    Name templates descriptively (e.g., "External Pentest - Financial Services") so you can quickly find the right one.
  </Accordion>

  <Accordion title="Share templates with your team">
    Build a shared library of approved templates so reports look the same regardless of who generates them.
  </Accordion>
</AccordionGroup>

## Related topics

* [Reporting overview](/capabilities/reports/reporting-overview)
* [Engagements](/capabilities/reports/engagements)
* [Branded reports & email settings](/capabilities/reports/branded-reports)
* [Teams and roles](/capabilities/teams-and-roles)