Add LRA templates

Use a report preset to add a reusable LRA template to the report download options. Presets can set the report name, title, visible sections, section order, and static text.

Before You Get Started

• You need the report create permission to create a preset.
• The preset editor also requires Owner or Admin access.

Create an LRA template

1. Open Organisation Settings and select Report Presets.
2. Select Add Preset.
3. Choose the required Report Type.
4. Enter a unique Preset Name. You can also enter a Report Title (optional).
5. In Section Configuration, turn sections and subsections on or off.
6. Reorder sections by dragging their tabs or using the up and down arrows.
7. Edit any available static text.
8. Save the preset.

Use the template when generating a report

1. Open the risk assessment and go to the Risk Conclusion stage.
2. In the Generate Report section, open Report Preset.
3. Select the preset you created.
4. Select Generate Report.
5. Wait for the status to change from Processing to Ready.
6. Select Download to save the PDF.

The preset is also available from the organisation-wide Documents page when generating a report. The default selection is Default configuration.

Important details

• A preset name must be unique within your organisation for the same language. The same name can be used in another language.
• Presets do not include branding. The logo and colour palette come from your organisation.
• After report data changes, use Regenerate, select the preset again if needed, and then select Generate Report.
• Once the risk assessment is finished, the Generate Report form and Regenerate option disappear from the Risk Conclusion stage. Earlier report versions remain available in Documents.